What Bryan Lawrence bought and sold in Q2 2025
In Q2 2025, Bryan Lawrence (Oakcliff Capital) exited 2 (CHTR, LGIH). The book stood at $200M across 8 positions, filed Aug 14, 2025.
0New0Added0Trimmed2Exited
Exited (2)
- CHTRCharter Communications Inc-awas 7.4% of book
- LGIHLgi Homes Incwas 1.8% of book
Bryan Lawrence's other filings
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.