Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q1 2023)

As of Mar 31, 2023, the Oakcliff Capital Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2023. 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 2023, the filing reported:

New Buys - None reported

Increases - Gildan Activewear, Inc., Alphabet Inc.

Reductions - Charter Communications, Inc., Star Group L.P., Transdigm Group Incorporated

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 2023	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-10,000	-21.9%	$12.72M	35,574
Q1 2023	GIL Gildan Activewear, Inc.	Gildan Activewear, Inc.	Buy	+143,399	+34.4%	$18.60M	560,399
Q1 2023	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+12,010	+5.9%	$22.50M	216,310
Q1 2023	SGU Star Group L.P.	Star Group L.P.	Sell	-190,000	-14.6%	$14.46M	1,115,167
Q1 2023	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-14,500	-28.0%	$27.42M	37,198