Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q1 2022)

As of Mar 31, 2022, the Oakcliff Capital Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 16, 2022. 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 2022, the filing reported:

New Buys - None reported

Increases - Carvana Co., Guidewire Software, Inc., Interactive Brokers Group, Inc.

Reductions - Charter Communications, Inc.

Complete Exits - GoodRx Holdings, 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 2022	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-18,000	-28.2%	$25.02K	45,874
Q1 2022	CVNA Carvana Co.	Carvana Co.	Buy	+89,500	+97.9%	$21.58K	180,928
Q1 2022	GDRX GoodRx Holdings, Inc.	GoodRx Holdings, Inc.	Sell - Position Exit	-296,233	-100.0%	$0.00	-
Q1 2022	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Buy	+42,000	+29.1%	$17.64K	186,435
Q1 2022	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+38,000	+14.5%	$19.76K	299,847