Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q1 2017)
As of Mar 31, 2017, the Oakcliff Capital Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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 Q1 2017, the filing reported:
New Buys - Axalta, Baidu, Inc., Alphabet Inc., Hallador Energy Company, Interactive Brokers Group, Inc., and 3 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2017
|
AXTA
Axalta
|
Buy - Position Entry |
+374,049
|
|
Q1 2017
|
BIDU
Baidu, Inc.
|
Buy - Position Entry |
+53,200
|
|
Q1 2017
|
GOOG
Alphabet Inc.
|
Buy - Position Entry |
+10,000
|
|
Q1 2017
|
HNRG
Hallador Energy Company
|
Buy - Position Entry |
+260,578
|
|
Q1 2017
|
IBKR
Interactive Brokers Group, Inc.
|
Buy - Position Entry |
+484,354
|
|
Q1 2017
|
KMX
CarMax Inc
|
Buy - Position Entry |
+170,000
|
|
Q1 2017
|
SGU
Star Group L.P.
|
Buy - Position Entry |
+1,654,387
|
|
Q1 2017
|
TDG
Transdigm Group Incorporated
|
Buy - Position Entry |
+49,727
|