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Oakcliff Capital (Bryan Lawrence) - FilingSpy
Oakcliff Capital
Bryan Lawrence
$200.10M
13F
2025 Q2
3 of 36 quarters
Overview
Activity
Holdings
Buys
IBKR
Interactive Brokers Group Inc
$42.67M
+ $14.44M
=
$57.11M
257.7K
+773.1K (+300.00%)
GIL
Gildan Activewear Inc.
$27.05M
+ $6.52M
=
$33.57M
611.7K
+70.0K (+11.44%)
LEN
Lennar Corporation
$11.94M
+ $1.11M
=
$13.05M
104.0K
+14.0K (+13.46%)
Sells
CHTR
EXIT
Charter Communications, Inc.
$14.09M
- $14.09M
=
Closed
-38.2K shares (100%)
LGIH
EXIT
Lgi Homes, Inc.
$3.32M
- $3.32M
=
Closed
-50.0K shares (100%)
