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

As of Jun 30, 2022, the Oakcliff Capital Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 15, 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