What did Bryan Lawrence buy in Q1 2025?

Bryan Lawrence opened 1 new position (LEN) and added to 0 existing holdings in the Q1 2025 13F.

What did Bryan Lawrence sell in Q1 2025?

Bryan Lawrence exited 0 positions and trimmed 1.

What Bryan Lawrence bought and sold in Q1 2025

In Q1 2025, Bryan Lawrence (Oakcliff Capital) opened 1 new position — including LEN (6.3%), trimmed 1. The book stood at $190M across 10 positions, filed May 15, 2025.

1New0Added1Trimmed0Exited

Share𝕏 in

New positions (1)

LENLennar Corp-a6.3% · $12M

Trimmed (1)

LGIHLgi Homes Inc-57% shares · 1.8% · $3M

Bryan Lawrence's other filings

Q1 2026 changes Q4 2025 changes Q2 2025 changes Q4 2024 changes

Bryan Lawrence's full portfolio →The whole cohort in Q1 2025 →

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.