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Bryan Lawrence - Oakcliff Capital – Largest Buy Additions (2025 Q3)

A detailed view of the stocks most significantly increased by Bryan Lawrence - Oakcliff Capital during the 2025 Q3 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.

Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
TDG 24,170 $1318.04 Increased 13.51% 13.73% $31.86M 2025 Q3
NRP 169,057 $105 Increased 9.83% 7.65% $17.75M 2025 Q3
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