What Bryan Lawrence bought and sold in Q2 2026

In Q2 2026, Bryan Lawrence (Oakcliff Capital) opened 1 new position — including MCO (5.7%). The book stood at $268M across 9 positions, filed Aug 13, 2026.

1New0Added0Trimmed0Exited

Share𝕏 in

New positions (1)

MCOMoody's Corp5.7% · $15M

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.