Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Bryan Lawrence
Oakcliff Capital LLC
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $268 Mio.
Größte Position Interactive Brokers Group In
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +22,90 %
Gesamtrendite · 3 Jahre +137,05 %
Gesamtrendite · 5 Jahre +110,16 %
9 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 IBKRInteractive Brokers Group In | 33,42% | $89.715.610 | 1.030.740 | – | BUY Q2 · 2025+300,0% · 773 Tsd. Stk. | $90,69 | |
 GOOGAlphabet Inc | 15,55% | $41.749.826 | 118.161 | – | SOLD Q4 · 2024-0,6% · 719 Stk. | $344,41 | |
 GILGildan Activewear Inc | 13,10% | $35.175.152 | 681.689 | – | BUY Q2 · 2025+11,4% · 70 Tsd. Stk. | $46,87 | |
 TDGTransdigm Group Inc | 11,99% | $32.195.407 | 24.170 | – | BUY Q3 · 2025+13,5% · 3 Tsd. Stk. | $1.086,05 | |
 GWREGuidewire Software Inc | 7,27% | $19.525.943 | 158.683 | BUY Q2 · 2026+10,1% · 15 Tsd. Stk. | ← | $144,29 | |
 MCOMoodys Corp | 5,74% | $15.399.280 | 34.000 | NEW Q2 · 202634 Tsd. Stk. | – | $468,59 | |
N/A SGUStar Group Lp | 5,26% | $14.114.229 | 1.099.239 | – | SOLD Q4 · 2024-0,6% · 7 Tsd. Stk. | $12,63 | |
 LENLennar Corp | 3,98% | $10.677.820 | 118.000 | – | BUY Q2 · 2025+13,5% · 14 Tsd. Stk. | $76,43 | |
N/A NRPNatural Resource Partners Lp | 3,69% | $9.899.529 | 102.057 | – | SOLD Q1 · 2026-19,9% · 25 Tsd. Stk. | $109,28 |
