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 |
|---|---|---|---|
Q2 2017Jun 30, 2017 | AXON Axon Enterprise, Inc. | Buy - Position Entry | +208,204 |
Q2 2017Jun 30, 2017 | AXTA Axalta | Sell | -50,000-13.4% |
Q1 2017Mar 31, 2017 | SGU Star Group L.P. | Buy - Position Entry | +1,654,387 |
Q1 2017Mar 31, 2017 | IBKR Interactive Brokers Group, Inc. | Buy - Position Entry | +484,354 |
Q1 2017Mar 31, 2017 | AXTA Axalta | Buy - Position Entry | +374,049 |
Q1 2017Mar 31, 2017 | HNRG Hallador Energy Company | Buy - Position Entry | +260,578 |
Q1 2017Mar 31, 2017 | KMX CarMax Inc | Buy - Position Entry | +170,000 |
Q1 2017Mar 31, 2017 | BIDU Baidu, Inc. | Buy - Position Entry | +53,200 |
Q1 2017Mar 31, 2017 | TDG Transdigm Group Incorporated | Buy - Position Entry | +49,727 |
Q1 2017Mar 31, 2017 | GOOG Alphabet Inc. | Buy - Position Entry | +10,000 |