Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q1 2018)

As of Mar 31, 2018, 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 2018, the filing reported:

New Buys - Alphabet Inc.

Increases - Bread Financial Holdings, Inc., Baidu, Inc., Charter Communications, Inc., Hallador Energy Company, CarMax Inc

Reductions - Interactive Brokers Group, Inc.

Complete Exits - Alphabet Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2018	BFH Bread Financial Holdings, Inc.	Bread Financial Holdings, Inc.	Buy	+16,500	+34.5%	$13.71K	64,387
Q1 2018	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+1,900	+4.6%	$9.62K	43,100
Q1 2018	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+10,000	+25.6%	$15.25K	49,000
Q1 2018	GOOG Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+12,300	-	$12.69K	12,300
Q1 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Sell - Position Exit	-12,300	-100.0%	$0.00	-
Q1 2018	HNRG Hallador Energy Company	Hallador Energy Company	Buy	+137,784	+52.9%	$2.74K	398,362
Q1 2018	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-74,973	-23.5%	$16.44K	244,496
Q1 2018	KMX CarMax Inc	CarMax Inc	Buy	+41,776	+21.4%	$14.66K	236,776