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Oakcliff Capital (Bryan Lawrence) - FilingSpy
Oakcliff Capital
Bryan Lawrence
$145.63M
13F
2023 Q3
10 of 36 quarters
Overview
Activity
Holdings
Sells
TDG
Transdigm Group Inc
$28.97M
- $8.47M
=
$20.49M
24.3K left
-8.1K (-24.97%)
GOOG
Alphabet Inc
$19.43M
- $1.12M
=
$18.31M
138.9K left
-21.7K (-13.52%)
GWRE
Guidewire Software Inc
$12.59M
+ $2.12M
=
$14.71M
163.4K left
-2.0K (-1.21%)
