What did Bryan Lawrence buy in Q2 2026?

Bryan Lawrence disclosed no new buys in the Q2 2026 13F.

What did Bryan Lawrence sell in Q2 2026?

Bryan Lawrence exited 8 positions (IBKR, GIL, GOOG, TDG, GWRE) and trimmed 0.

What Bryan Lawrence bought and sold in Q2 2026

In Q2 2026, Bryan Lawrence (Oakcliff Capital) exited 8 (IBKR, GIL, GOOG).

0New0Added0Trimmed8Exited

Share𝕏 in

Exited (8)

IBKRInteractive Brokers Gro-cl Awas 30.5% of book
GILGildan Activewear Incwas 16.7% of book
GOOGAlphabet Inc-cl Cwas 15.0% of book
TDGTransdigm Group Incwas 12.4% of book
GWREGuidewire Software Incwas 9.5% of book
SGUStar Group LPwas 6.0% of book
NRPNatural Resource Partners LPwas 5.4% of book
LENLennar Corp-awas 4.5% of book

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 Q2 2026 →

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.