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Oakcliff Capital (Bryan Lawrence) - FilingSpy

Bryan Lawrence

Oakcliff Capital

Bryan Lawrence

$104.51M

Overview Activity Holdings

AUM

$104.51M

Positions

10

Top Position

IBKR 16.1%

Top 10

100%

Activity Summary

10 New positions

Notable Trades

Largest New

IBKR

Interactive Brokers Group Inc

$16.82M

Portfolio Composition

IBKR16.1%

SGU14.6%

ESRX13.1%

AXTA11.5%

TDG10.5%

KMX9.6%

8.8%

GOOG7.9%

AHGP5.9%

HNRG2.0%