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 2020Jun 30, 2020 | CVNA Carvana Co. | Sell | -45,728-14.9% |
Q2 2020Jun 30, 2020 | KMX CarMax Inc | Sell - Position Exit | -77,276-100.0% |
Q1 2020Mar 31, 2020 | CVNA Carvana Co. | Buy | +70,222+29.8% |
Q1 2020Mar 31, 2020 | CDLX Cardlytics, Inc. Common Stock | Buy | +51,781+18.4% |
Q1 2020Mar 31, 2020 | TDG Transdigm Group Incorporated | Buy | +24,600+71.8% |
Q1 2020Mar 31, 2020 | CHTR Charter Communications, Inc. | Buy | +7,600+12.4% |
Q1 2020Mar 31, 2020 | IBKR Interactive Brokers Group, Inc. | Buy | +4,331+1.1% |
Q1 2020Mar 31, 2020 | GOOG Alphabet Inc. | Buy | +1,550+10.6% |
Q1 2020Mar 31, 2020 | KMX CarMax Inc | Sell | -27,264-26.1% |
Q4 2019Dec 31, 2019 | IBKR Interactive Brokers Group, Inc. | Buy | +40,000+11.6% |
Q3 2019Sep 30, 2019 | CDLX Cardlytics, Inc. Common Stock | Buy - Position Entry | +281,064 |
Q3 2019Sep 30, 2019 | CARG CarGurus, Inc. | Buy - Position Entry | +199,046 |
Q3 2019Sep 30, 2019 | KMX CarMax Inc | Sell | -27,000-20.5% |
Q3 2019Sep 30, 2019 | BFH Bread Financial Holdings, Inc. | Sell - Position Exit | -30,963-100.0% |
Q3 2019Sep 30, 2019 | APPN Appian Corporation | Sell | -66,126-23.3% |
Q2 2019Jun 30, 2019 | GOOG Alphabet Inc. | Buy | +2,300+18.7% |
Q2 2019Jun 30, 2019 | TDG Transdigm Group Incorporated | Sell | -5,833-14.5% |
Q2 2019Jun 30, 2019 | BFH Bread Financial Holdings, Inc. | Sell | -51,687-62.5% |
Q1 2019Mar 31, 2019 | CVNA Carvana Co. | Sell | -3,291-1.4% |
Q1 2019Mar 31, 2019 | TDG Transdigm Group Incorporated | Sell | -9,000-18.3% |
Q1 2019Mar 31, 2019 | KMX CarMax Inc | Sell | -24,500-15.7% |
Q4 2018Dec 31, 2018 | CVNA Carvana Co. | Buy | +135,000+129.8% |
Q4 2018Dec 31, 2018 | IBKR Interactive Brokers Group, Inc. | Buy | +58,000+20.3% |
Q4 2018Dec 31, 2018 | APPN Appian Corporation | Buy | +50,000+21.4% |
Q4 2018Dec 31, 2018 | BFH Bread Financial Holdings, Inc. | Buy | +15,550+23.2% |
Q4 2018Dec 31, 2018 | BIDU Baidu, Inc. | Sell - Position Exit | -2,900-100.0% |
Q4 2018Dec 31, 2018 | CHTR Charter Communications, Inc. | Sell | -13,000-17.4% |
Q3 2018Sep 30, 2018 | CVNA Carvana Co. | Buy - Position Entry | +104,020 |
Q3 2018Sep 30, 2018 | IBKR Interactive Brokers Group, Inc. | Buy | +56,486+24.6% |
Q3 2018Sep 30, 2018 | BFH Bread Financial Holdings, Inc. | Buy | +30,900+85.4% |