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Bryan Lawrence
QualityOakcliff Capital
Concentrated long-term investor focused on high-quality businesses.
Portfolio Value
$233.2M
Holdings
8
Top 10 Concentration
100.0%
Latest Period
Q4 2025
Portfolio Holdings
As reported on February 17, 2026 · vs Q3 2025
| # | Security | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | INTERACTIVE BROKERS GROUP IN CUSIP: 45841N107 | $66.3M | 1,030,740 | 28.4% | 0.0% |
| 2 | GILDAN ACTIVEWEAR INC CUSIP: 375916103 | $42.6M | 681,689 | 18.3% | 0.0% |
| 3 | ALPHABET INC CUSIP: 02079K107 | $37.1M | 118,161 | 15.9% | 0.0% |
| 4 | TRANSDIGM GROUP INC CUSIP: 893641100 | $32.1M | 24,170 | 13.8% | 0.0% |
| 5 | GUIDEWIRE SOFTWARE INC CUSIP: 40171V100 | $16.7M | 83,183 | 7.2% | +26.6% |
| 6 | NATURAL RESOURCE PARTNERS L CUSIP: 63900P608 | $13.3M | 127,351 | 5.7% | -24.7% |
| 7 | STAR GROUP L P CUSIP: 85512C105 | $13.0M | 1,099,239 | 5.6% | 0.0% |
| 8 | LENNAR CORP CUSIP: 526057104 | $12.1M | 118,000 | 5.2% | 0.0% |