Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q2 2022)

According to the SEC 13F filed on Aug 15, 2022, the Oakcliff Capital Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 2022, the filing reported:

New Buys - LGI Homes, Inc.

Increases - Cardlytics, Inc. Common Stock, Alphabet Inc., Guidewire Software, Inc., Interactive Brokers Group, Inc.

Reductions - Charter Communications, Inc.

Complete Exits - Carvana Co.

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 2022	CDLX Cardlytics, Inc. Common Stock	Cardlytics, Inc. Common Stock	Buy	+35,000	+11.5%	$7.58K	339,736
Q2 2022	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-9,800	-21.4%	$16.90K	36,074
Q2 2022	CVNA Carvana Co.	Carvana Co.	Sell - Position Exit	-180,928	-100.0%	$0.00	-
Q2 2022	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+530	+5.8%	$21.14K	9,665
Q2 2022	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Buy	+13,000	+7.0%	$14.16K	199,435
Q2 2022	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+61,400	+20.5%	$19.87K	361,247
Q2 2022	LGIH LGI Homes, Inc.	LGI Homes, Inc.	Buy - Position Entry	+75,000	-	$6.52K	75,000