Bryan Lawrence - Oakcliff CapitalFecha: 30 Jun 2023Inversiones: 9Valor: $150,127,000
Inversiones actuales
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
TDG - TransDigm Group Inc.
19.30
Reduce 12.90%
32,398
$894.16
$28,969,000
$893.13
-0.12%
$581.78
$940.00
IBKR - Interactive Brokers Group Inc.
18.79
339,647
$83.07
$28,214,000
$81.60
-1.77%
$67.83
$95.59
GIL - Gildan Activewear Inc.
13.22
Add 9.81%
615,399
$32.24
$19,840,000
$33.34
3.41%
$25.81
$33.94
GOOG - Alphabet Inc. CL C
12.94
Reduce 25.75%
160,600
$120.97
$19,428,000
$132.44
9.48%
$85.57
$142.38
SGU - Star Gas Partners LP
10.06
Reduce 0.83%
1,105,928
$13.66
$15,107,000
$11.56
-15.37%
$8.03
$14.82
CHTR - Charter Communications
8.71
35,574
$367.38
$13,069,000
$412.98
12.41%
$302.21
$458.30
GWRE - Guidewire Software Inc.
8.38
Reduce 17.05%
165,435
$76.08
$12,586,000
$92.39
21.44%
$52.26
$95.88
FNF - Fidelity National Financial Inc.
6.47
Buy
270,000
$36.00
$9,720,000
$41.97
16.58%
$31.09
$43.85
HNRG - Hallador Energy
2.13
372,664
$8.57
$3,194,000
$11.77
37.34%
$6.50
$15.79
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