Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q1 2021)

According to the SEC 13F filed on May 17, 2021, the Oakcliff Capital Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2021. 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 2021, the filing reported:

New Buys - None reported

Increases - Charter Communications, Inc., Guidewire Software, Inc.

Reductions - Cardlytics, Inc. Common Stock, Carvana Co., Alphabet Inc., Interactive Brokers Group, Inc.

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	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2021	CDLX Cardlytics, Inc. Common Stock	Cardlytics, Inc. Common Stock	Sell	-33,448	-12.4%	$25.94K	236,447
Q1 2021	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+8,500	+13.0%	$45.58K	73,874
Q1 2021	CVNA Carvana Co.	Carvana Co.	Sell	-107,459	-54.0%	$23.99K	91,428
Q1 2021	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-4,144	-31.2%	$18.90K	9,135
Q1 2021	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Buy	+48,400	+50.4%	$14.68K	144,425
Q1 2021	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-105,500	-28.7%	$19.12K	261,847