StockIBKR - Interactive Brokers Group Inc.
% de la cartera21.21
Actividad reciente—
Comparte302,647
Precio$139.36
Valor$42,177,000
Precio Actual$185.21
Precio reportado32.90%
52 Week Low$83.35
52 Week High$193.41
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Bryan Lawrence - Oakcliff Capital
Bryan Lawrence - Oakcliff CapitalFecha: 30 Jun 2026Inversiones: 9Valor: $268,453,000
Inversiones actuales
StockTDG - TransDigm Group Inc.
% de la cartera15.38
Actividad reciente—
Comparte21,424
Precio$1427.14
Valor$30,575,000
Precio Actual$1262.11
Precio reportado-11.56%
52 Week Low$951.17
52 Week High$1424.68
StockGIL - Gildan Activewear Inc.
% de la cartera14.58
Actividad reciente—
Comparte615,399
Precio$47.11
Valor$28,991,000
Precio Actual$48.30
Precio reportado2.53%
52 Week Low$30.05
52 Week High$50.60
StockGWRE - Guidewire Software Inc.
% de la cartera11.45
Actividad reciente—
Comparte124,435
Precio$182.94
Valor$22,764,000
Precio Actual$171.03
Precio reportado-6.51%
52 Week Low$107.00
52 Week High$209.15
StockGOOG - Alphabet Inc. CL C
% de la cartera10.00
Actividad reciente—
Comparte118,880
Precio$167.19
Valor$19,876,000
Precio Actual$193.17
Precio reportado15.54%
52 Week Low$131.08
52 Week High$202.88
StockNRP - Natural Resource Partners
% de la cartera7.62
Actividad reciente—
Comparte154,866
Precio$97.80
Valor$15,146,000
Precio Actual$104.43
Precio reportado6.78%
52 Week Low$79.38
52 Week High$113.04
StockLGIH - LGI Homes Inc.
% de la cartera6.98
Actividad recienteAdd 7.83%
Comparte117,088
Precio$118.52
Valor$13,877,000
Precio Actual$83.29
Precio reportado-29.72%
52 Week Low$82.94
52 Week High$130.75
StockSGU - Star Gas Partners LP
% de la cartera6.53
Actividad reciente—
Comparte1,105,928
Precio$11.74
Valor$12,984,000
Precio Actual$11.28
Precio reportado-3.92%
52 Week Low$9.35
52 Week High$12.93
StockCHTR - Charter Communications
% de la cartera6.27
Actividad reciente—
Comparte38,474
Precio$324.09
Valor$12,469,000
Precio Actual$334.89
Precio reportado3.33%
52 Week Low$236.08
52 Week High$415.27
StockLEN - Lennar Corp.
% de la cartera6.29
Actividad recienteBuy
Comparte104,000
Precio$114.78
Valor$11,937,000
Precio Actual$111.86
Precio reportado-2.54%
52 Week Low$97.96
52 Week High$191.66
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
IBKR - Interactive Brokers Group Inc.
21.21
—
302,647
$139.36
$42,177,000
$185.21
32.90%
$83.35
$193.41
TDG - TransDigm Group Inc.
15.38
—
21,424
$1427.14
$30,575,000
$1262.11
-11.56%
$951.17
$1424.68
GIL - Gildan Activewear Inc.
14.58
—
615,399
$47.11
$28,991,000
$48.30
2.53%
$30.05
$50.60
GWRE - Guidewire Software Inc.
11.45
—
124,435
$182.94
$22,764,000
$171.03
-6.51%
$107.00
$209.15
GOOG - Alphabet Inc. CL C
10.00
—
118,880
$167.19
$19,876,000
$193.17
15.54%
$131.08
$202.88
NRP - Natural Resource Partners
7.62
—
154,866
$97.80
$15,146,000
$104.43
6.78%
$79.38
$113.04
LGIH - LGI Homes Inc.
6.98
Add 7.83%
117,088
$118.52
$13,877,000
$83.29
-29.72%
$82.94
$130.75
SGU - Star Gas Partners LP
6.53
—
1,105,928
$11.74
$12,984,000
$11.28
-3.92%
$9.35
$12.93
CHTR - Charter Communications
6.27
—
38,474
$324.09
$12,469,000
$334.89
3.33%
$236.08
$415.27
LEN - Lennar Corp.
6.29
Buy
104,000
$114.78
$11,937,000
$111.86
-2.54%
$97.96
$191.66