Bryan Lawrence — Portfolio & Holdings
Bryan Lawrence of Oakcliff Capital manages $268M across 9 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Bryan Lawrence |
|---|---|
| Firm | Oakcliff Capital |
| Assets Under Management (13F) | $268M |
| Number of Positions | 9 |
| Reporting Period | Q2 2026 |
Top Holdings
Bryan Lawrence's largest reported holdings: IBKR, GOOG, GIL, TDG, GWRE, MCO, SGU, LEN, NRP.
All 9 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | IBKR | Interactive Brokers Group, Inc. | 33.42% | $89.7M | Unchanged |
| 2 | GOOG | Alphabet Inc. | 15.55% | $41.7M | Unchanged |
| 3 | GIL | Gildan Activewear Inc. | 13.10% | $35.2M | Unchanged |
| 4 | TDG | TransDigm Group INC | 11.99% | $32.2M | Unchanged |
| 5 | GWRE | Guidewire Software, Inc. | 7.27% | $19.5M | Added 10.06% |
| 6 | MCO | Moodys | 5.74% | $15.4M | New position |
| 7 | SGU | Star Group, L.P. | 5.26% | $14.1M | Unchanged |
| 8 | LEN | Lennar | 3.98% | $10.7M | Unchanged |
| 9 | NRP | Natural Resource Partners LP | 3.69% | $9.9M | Unchanged |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 09:50 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 09:50 UTC. This page is informational and not investment advice.
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