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 |
|---|---|---|---|
Q3 2023Sep 30, 2023 | TDG Transdigm Group Incorporated | Sell | -8,090-25.0% |
Q3 2023Sep 30, 2023 | GOOG Alphabet Inc. | Sell | -21,720-13.5% |
Q2 2023Jun 30, 2023 | FNF FNF Group of Fidelity National | Buy - Position Entry | +270,000 |
Q2 2023Jun 30, 2023 | GIL Gildan Activewear, Inc. | Buy | +55,000+9.8% |
Q2 2023Jun 30, 2023 | TDG Transdigm Group Incorporated | Sell | -4,800-12.9% |
Q2 2023Jun 30, 2023 | SGU Star Group L.P. | Sell | -9,239-0.8% |
Q2 2023Jun 30, 2023 | GWRE Guidewire Software, Inc. | Sell | -34,000-17.0% |
Q2 2023Jun 30, 2023 | GOOG Alphabet Inc. | Sell | -55,710-25.8% |
Q1 2023Mar 31, 2023 | GIL Gildan Activewear, Inc. | Buy | +143,399+34.4% |
Q1 2023Mar 31, 2023 | GOOG Alphabet Inc. | Buy | +12,010+5.9% |
Q1 2023Mar 31, 2023 | CHTR Charter Communications, Inc. | Sell | -10,000-21.9% |
Q1 2023Mar 31, 2023 | TDG Transdigm Group Incorporated | Sell | -14,500-28.0% |
Q1 2023Mar 31, 2023 | SGU Star Group L.P. | Sell | -190,000-14.6% |
Q4 2022Dec 31, 2022 | GIL Gildan Activewear, Inc. | Buy - Position Entry | +417,000 |
Q4 2022Dec 31, 2022 | GOOG Alphabet Inc. | Buy | +11,000+5.7% |
Q4 2022Dec 31, 2022 | CHTR Charter Communications, Inc. | Buy | +7,700+20.3% |
Q4 2022Dec 31, 2022 | TDG Transdigm Group Incorporated | Sell | -4,000-7.2% |
Q4 2022Dec 31, 2022 | IBKR Interactive Brokers Group, Inc. | Sell | -21,600-6.0% |
Q4 2022Dec 31, 2022 | LGIH LGI Homes, Inc. | Sell - Position Exit | -75,000-100.0% |
Q3 2022Sep 30, 2022 | GOOG Alphabet Inc. | Buy | +183,635+1900.0% |
Q3 2022Sep 30, 2022 | CHTR Charter Communications, Inc. | Buy | +1,800+5.0% |
Q3 2022Sep 30, 2022 | HNRG Hallador Energy Company | Sell | -154,476-29.3% |
Q3 2022Sep 30, 2022 | CDLX Cardlytics, Inc. Common Stock | Sell - Position Exit | -339,736-100.0% |
Q2 2022Jun 30, 2022 | LGIH LGI Homes, Inc. | Buy - Position Entry | +75,000 |
Q2 2022Jun 30, 2022 | IBKR Interactive Brokers Group, Inc. | Buy | +61,400+20.5% |
Q2 2022Jun 30, 2022 | CDLX Cardlytics, Inc. Common Stock | Buy | +35,000+11.5% |
Q2 2022Jun 30, 2022 | GWRE Guidewire Software, Inc. | Buy | +13,000+7.0% |
Q2 2022Jun 30, 2022 | GOOG Alphabet Inc. | Buy | +530+5.8% |
Q2 2022Jun 30, 2022 | CHTR Charter Communications, Inc. | Sell | -9,800-21.4% |
Q2 2022Jun 30, 2022 | CVNA Carvana Co. | Sell - Position Exit | -180,928-100.0% |