Oakcliff Capital · portfolio as of Q2 2026, filed Aug 13, 2026
Latest 13F filing: Q2 2026 (filed Aug 13, 2026). No newer filing yet.
3 of 8 holdings are Undervalued or On Sale by our valuation (34% of the money).
Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 1 not valued.
Bryan Lawrence's portfolio holds 9 stocks worth $268.5M at the end of Q2 2026. The largest positions are IBKR, GOOG, GIL, TDG and GWRE.
In Q2 2026, Bryan Lawrence opened 1 new position (MCO) and added to GWRE.
We didn't record any exits or trims in Q2 2026.
GIL, SGU and LEN are Undervalued or On Sale by our valuation.
Latest 13F filing: Q2 2026 (filed Aug 13, 2026). No newer filing yet.
From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →