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Bryan Lawrence
Oakcliff Capital
Portfolio Value: $233.2M
Holdings: 8
Period: Q4 2025
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| GWRE | 4.8 | 7.17% | Add 27% | 83.2K | $16.7M | $201.01 | — | — |
| IBKR | 4.1 | 28.42% | Hold | 1.03M | $66.3M | $64.31 | — | — |
| GIL | 3.2 | 18.25% | Hold | 681.7K | $42.6M | $62.46 | — | — |
| TDG | 3.2 | 13.78% | Hold | 24.2K | $32.1M | $1329.85 | $1215.08 | -8.6% |
| GOOG | 2.3 | 15.90% | Hold | 118.2K | $37.1M | $313.80 | $397.05 | +26.5% |
| SGU | 2.0 | 5.58% | Hold | 1.10M | $13.0M | $11.84 | — | — |
| LEN-B | 2.0 | 5.20% | Hold | 118.0K | $12.1M | $102.80 | — | — |
| NRP | 0.0 | 5.70% | Reduce 25% | 127.4K | $13.3M | $104.40 | — | — |