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Oakcliff Capital (Bryan Lawrence) - FilingSpy
Oakcliff Capital
Bryan Lawrence
$231.69M
13F
2025 Q3
2 of 36 quarters
Overview
Activity
Holdings
Buys
TDG
Transdigm Group Inc
$32.38M
- $522.4K
=
$31.86M
21.3K
+2.9K (+13.51%)
NRP
Natural Resource Partners LP
$14.70M
+ $3.05M
=
$17.75M
153.9K
+15.1K (+9.83%)
