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Bryan Lawrence - Oakcliff Capital
Bryan Lawrence - Oakcliff CapitalFecha: 30 Jun 2025Inversiones: 8Valor: $200,099,000
Inversiones actuales
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
IBKR - Interactive Brokers Group Inc.
21.21
302,647
$139.36
$42,177,000
$185.21
32.90%
$83.35
$193.41
TDG - TransDigm Group Inc.
15.38
21,424
$1427.14
$30,575,000
$1262.11
-11.56%
$951.17
$1424.68
GIL - Gildan Activewear Inc.
14.58
615,399
$47.11
$28,991,000
$48.30
2.53%
$30.05
$50.60
GWRE - Guidewire Software Inc.
11.45
124,435
$182.94
$22,764,000
$171.03
-6.51%
$107.00
$209.15
GOOG - Alphabet Inc. CL C
10.00
118,880
$167.19
$19,876,000
$193.17
15.54%
$131.08
$202.88
NRP - Natural Resource Partners
7.62
154,866
$97.80
$15,146,000
$104.43
6.78%
$79.38
$113.04
LGIH - LGI Homes Inc.
6.98
Add 7.83%
117,088
$118.52
$13,877,000
$83.29
-29.72%
$82.94
$130.75
SGU - Star Gas Partners LP
6.53
1,105,928
$11.74
$12,984,000
$11.28
-3.92%
$9.35
$12.93
CHTR - Charter Communications
6.27
38,474
$324.09
$12,469,000
$334.89
3.33%
$236.08
$415.27
LEN - Lennar Corp.
6.29
Buy
104,000
$114.78
$11,937,000
$111.86
-2.54%
$97.96
$191.66