Bryan R. Lawrence – Oakcliff Capital Partners Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Oakcliff Capital Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – None reported
Increases – Interactive Brokers Group, Inc. (IBKR), Gildan Activewear, Inc. (GIL), Lennar Corporation (LEN)
Reductions – None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Oakcliff Capital Partners Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2022Mar 31, 2022 | CVNA Carvana Co. | Buy | +89,500+97.9% |
Q1 2022Mar 31, 2022 | GWRE Guidewire Software, Inc. | Buy | +42,000+29.1% |
Q1 2022Mar 31, 2022 | IBKR Interactive Brokers Group, Inc. | Buy | +38,000+14.5% |
Q1 2022Mar 31, 2022 | CHTR Charter Communications, Inc. | Sell | -18,000-28.2% |
Q1 2022Mar 31, 2022 | GDRX GoodRx Holdings, Inc. | Sell - Position Exit | -296,233-100.0% |
Q4 2021Dec 31, 2021 | GDRX GoodRx Holdings, Inc. | Buy - Position Entry | +296,233 |
Q4 2021Dec 31, 2021 | CDLX Cardlytics, Inc. Common Stock | Buy | +33,289+12.3% |
Q4 2021Dec 31, 2021 | GWRE Guidewire Software, Inc. | Buy | +10+0.0% |
Q4 2021Dec 31, 2021 | CHTR Charter Communications, Inc. | Sell | -10,000-13.5% |
Q3 2021Sep 30, 2021 | CDLX Cardlytics, Inc. Common Stock | Buy | +35,000+14.8% |
Q2 2021Jun 30, 2021 | SGU Star Group L.P. | Sell | -260,000-16.6% |
Q1 2021Mar 31, 2021 | GWRE Guidewire Software, Inc. | Buy | +48,400+50.4% |
Q1 2021Mar 31, 2021 | CHTR Charter Communications, Inc. | Buy | +8,500+13.0% |
Q1 2021Mar 31, 2021 | GOOG Alphabet Inc. | Sell | -4,144-31.2% |
Q1 2021Mar 31, 2021 | CDLX Cardlytics, Inc. Common Stock | Sell | -33,448-12.4% |
Q1 2021Mar 31, 2021 | IBKR Interactive Brokers Group, Inc. | Sell | -105,500-28.7% |
Q1 2021Mar 31, 2021 | CVNA Carvana Co. | Sell | -107,459-54.0% |
Q4 2020Dec 31, 2020 | GWRE Guidewire Software, Inc. | Buy - Position Entry | +96,025 |
Q4 2020Dec 31, 2020 | GOOG Alphabet Inc. | Sell | -2,871-17.8% |
Q4 2020Dec 31, 2020 | TDG Transdigm Group Incorporated | Sell | -3,175-5.4% |
Q4 2020Dec 31, 2020 | CHTR Charter Communications, Inc. | Sell | -3,726-5.4% |
Q4 2020Dec 31, 2020 | CVNA Carvana Co. | Sell | -11,336-5.4% |
Q4 2020Dec 31, 2020 | IBKR Interactive Brokers Group, Inc. | Sell | -20,939-5.4% |
Q4 2020Dec 31, 2020 | HNRG Hallador Energy Company | Sell | -30,049-5.4% |
Q4 2020Dec 31, 2020 | CDLX Cardlytics, Inc. Common Stock | Sell | -62,950-18.9% |
Q4 2020Dec 31, 2020 | SGU Star Group L.P. | Sell | -89,220-5.4% |
Q4 2020Dec 31, 2020 | APPN Appian Corporation | Sell - Position Exit | -217,138-100.0% |
Q4 2020Dec 31, 2020 | CARG CarGurus, Inc. | Sell - Position Exit | -284,046-100.0% |
Q3 2020Sep 30, 2020 | CVNA Carvana Co. | Sell | -50,000-19.2% |
Q2 2020Jun 30, 2020 | CARG CarGurus, Inc. | Buy | +85,000+42.7% |