Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q2 2019)

As of Jun 30, 2019, 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 2019, the filing reported:

New Buys - None reported

Increases - Alphabet Inc.

Reductions - Bread Financial Holdings, Inc., 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
Q2 2019	BFH Bread Financial Holdings, Inc.	Bread Financial Holdings, Inc.	Sell	-51,687	-62.5%	$4.34K	30,963
Q2 2019	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+2,300	+18.7%	$15.78K	14,600
Q2 2019	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-5,833	-14.5%	$16.58K	34,273