Bryan R. Lawrence - Oakcliff Capital Partners Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 14, 2025 | |
| Total Stocks | 8 | |
| Portfolio Value | $200.10M |
Oakcliff Capital Partners Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | IBKR Interactive Brokers Group, Inc. | Buy | +773,055+300.0% |
Q2 2025Jun 30, 2025 | GIL Gildan Activewear, Inc. | Buy | +70,000+11.4% |
Q2 2025Jun 30, 2025 | LEN Lennar Corporation | Buy | +14,000+13.5% |
Q2 2025Jun 30, 2025 | CHTR Charter Communications, Inc. | Sell - Position Exit | -38,239-100.0% |
Q2 2025Jun 30, 2025 | LGIH LGI Homes, Inc. | Sell - Position Exit | -49,996-100.0% |
Q1 2025Mar 31, 2025 | LEN Lennar Corporation | Buy - Position Entry | +104,000 |
Q1 2025Mar 31, 2025 | IBKR Interactive Brokers Group, Inc. | Sell | -42,000-14.0% |
Q1 2025Mar 31, 2025 | LGIH LGI Homes, Inc. | Sell | -66,384-57.0% |
Q4 2024Dec 31, 2024 | TDG Transdigm Group Incorporated | Sell | -131-0.6% |
Q4 2024Dec 31, 2024 | CHTR Charter Communications, Inc. | Sell | -235-0.6% |
Q4 2024Dec 31, 2024 | LGIH LGI Homes, Inc. | Sell | -708-0.6% |
Q4 2024Dec 31, 2024 | GOOG Alphabet Inc. | Sell | -719-0.6% |
Q4 2024Dec 31, 2024 | NRP Natural Resource Partners LP Li | Sell | -936-0.6% |
Q4 2024Dec 31, 2024 | IBKR Interactive Brokers Group, Inc. | Sell | -2,962-1.0% |
Q4 2024Dec 31, 2024 | GIL Gildan Activewear, Inc. | Sell | -3,710-0.6% |
Q4 2024Dec 31, 2024 | SGU Star Group L.P. | Sell | -6,689-0.6% |
Q4 2024Dec 31, 2024 | GWRE Guidewire Software, Inc. | Sell | -58,752-47.2% |
Q3 2024Sep 30, 2024 | LGIH LGI Homes, Inc. | Buy | +8,498+7.8% |
Q3 2024Sep 30, 2024 | FNF FNF Group of Fidelity National | Sell - Position Exit | -270,000-100.0% |
Q2 2024Jun 30, 2024 | NRP Natural Resource Partners LP Li | Buy - Position Entry | +154,866 |
Q2 2024Jun 30, 2024 | HNRG Hallador Energy Company | Sell - Position Exit | -372,664-100.0% |
Q1 2024Mar 31, 2024 | LGIH LGI Homes, Inc. | Buy | +70,000+181.4% |
Q1 2024Mar 31, 2024 | TDG Transdigm Group Incorporated | Sell | -2,884-11.9% |
Q1 2024Mar 31, 2024 | GOOG Alphabet Inc. | Sell | -20,000-14.4% |
Q1 2024Mar 31, 2024 | GWRE Guidewire Software, Inc. | Sell | -25,000-16.7% |
Q1 2024Mar 31, 2024 | IBKR Interactive Brokers Group, Inc. | Sell | -37,000-10.9% |
Q4 2023Dec 31, 2023 | LGIH LGI Homes, Inc. | Buy - Position Entry | +38,590 |
Q4 2023Dec 31, 2023 | CHTR Charter Communications, Inc. | Buy | +2,900+8.2% |
Q4 2023Dec 31, 2023 | GWRE Guidewire Software, Inc. | Sell | -14,000-8.6% |
Q3 2023Sep 30, 2023 | GWRE Guidewire Software, Inc. | Sell | -2,000-1.2% |