Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q2 2018)

As of Jun 30, 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 Q2 2018, the filing reported:

New Buys - Appian Corporation

Increases - Charter Communications, Inc., Hallador Energy Company

Reductions - Bread Financial Holdings, 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
Q2 2018	APPN Appian Corporation	Appian Corporation	Buy - Position Entry	+233,264	-	$8.43K	233,264
Q2 2018	BFH Bread Financial Holdings, Inc.	Bread Financial Holdings, Inc.	Sell	-28,187	-43.8%	$8.44K	36,200
Q2 2018	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+25,500	+52.0%	$21.84K	74,500
Q2 2018	HNRG Hallador Energy Company	Hallador Energy Company	Buy	+158,827	+39.9%	$3.98K	557,189
Q2 2018	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-15,027	-6.1%	$14.78K	229,469