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Oakcliff Capital (Bryan Lawrence) - FilingSpy
Oakcliff Capital
Bryan Lawrence
$150.13M
13F
2023 Q2
11 of 36 quarters
Overview
Activity
Holdings
Buys
FNF
NEW
Fidelity National Financial, Inc.
$9.72M
+270.0K shares
GIL
Gildan Activewear Inc.
$18.60M
+ $1.24M
=
$19.84M
560.4K
+55.0K (+9.81%)
Sells
TDG
Transdigm Group Inc
$27.42M
+ $1.55M
=
$28.97M
32.4K left
-4.8K (-12.90%)
GOOG
Alphabet Inc
$22.50M
- $3.07M
=
$19.43M
160.6K left
-55.7K (-25.75%)
SGU
Star Group, L.p.
$14.46M
+ $643.0K
=
$15.11M
1.11M left
-9.2K (-0.83%)
GWRE
Guidewire Software Inc
$16.36M
- $3.78M
=
$12.59M
165.4K left
-34.0K (-17.05%)
