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Oakcliff Capital (Bryan Lawrence) - FilingSpy

Bryan Lawrence

Oakcliff Capital

Bryan Lawrence

$195.57M

Overview Activity Holdings

AUM

$195.57M

Positions

9

Top Position

IBKR 27.1%

Top 10

100%

Activity Summary

Notable Trades

Biggest Decrease

GWRE

Guidewire Software Inc

-58.8K shares

Portfolio Composition

IBKR27.1%

GIL14.7%

TDG13.8%

GOOG11.5%

NRP8.7%

CHTR6.7%

SGU6.5%

GWRE5.7%

LGIH5.3%