What did Bryan Lawrence buy in Q4 2024?

Bryan Lawrence disclosed no new buys in the Q4 2024 13F.

What did Bryan Lawrence sell in Q4 2024?

Bryan Lawrence exited 0 positions and trimmed 1.

What Bryan Lawrence bought and sold in Q4 2024

In Q4 2024, Bryan Lawrence (Oakcliff Capital) trimmed 1. The book stood at $196M across 9 positions, filed Feb 14, 2025.

0New0Added1Trimmed0Exited

Share𝕏 in

Trimmed (1)

GWREGuidewire Software Inc-47% shares · 5.7% · $11M

Bryan Lawrence's other filings

Q1 2026 changes Q4 2025 changes Q2 2025 changes Q1 2025 changes

Bryan Lawrence's full portfolio →The whole cohort in Q4 2024 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.