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 |
|---|---|---|---|
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% |