What did Bryan Lawrence buy in Q2 2025?

Bryan Lawrence opened 0 new positions and added to 1 existing holding in the Q2 2025 13F.

What did Bryan Lawrence sell in Q2 2025?

Bryan Lawrence exited 2 positions (CHTR, LGIH) and trimmed 0.

What Bryan Lawrence bought and sold in Q2 2025

In Q2 2025, Bryan Lawrence (Oakcliff Capital) added to 1, exited 2 (CHTR, LGIH). The book stood at $200M across 8 positions, filed Aug 14, 2025.

0New1Added0Trimmed2Exited

Share𝕏 in

Added to (1)

IBKRInteractive Brokers Gro-cl A+300% shares · 28.5% · $57M

Exited (2)

CHTRCharter Communications Inc-awas 7.4% of book
LGIHLgi Homes Incwas 1.8% of book

Bryan Lawrence's other filings

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

Bryan Lawrence's full portfolio →The whole cohort in Q2 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.