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

According to the SEC 13F filed on May 16, 2022, the Oakcliff Capital Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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