Bryan Lawrence - Oakcliff Capital
Portfolio
$268.45 M
Positionen
9
Stichtag
2026-06-30
Quartal
Q2 2026
| INTERACTIVE BROKERS GROUP IN | 33.42% | |
| ALPHABET INC | 15.55% | |
| GILDAN ACTIVEWEAR INC | 13.10% | |
| TRANSDIGM GROUP INC | 11.99% | |
| GUIDEWIRE SOFTWARE INC | 7.27% | Add 10.06% |
| MOODY'S CORP | 5.74% | Buy |
| STAR GROUP L P | 5.26% | |
| LENNAR CORP-A | 3.98% | |
| NATURAL RESOURCE PARTNERS LP | 3.69% |
9 Einträge