Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q2 2023)

As of Jun 30, 2023, the Oakcliff Capital Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 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 Q2 2023, the filing reported:

New Buys - FNF Group of Fidelity National

Increases - Gildan Activewear, Inc.

Reductions - Alphabet Inc., Guidewire Software, 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
Q2 2023	FNF FNF Group of Fidelity National	FNF Group of Fidelity National	Buy - Position Entry	+270,000	-	$9.72M	270,000
Q2 2023	GIL Gildan Activewear, Inc.	Gildan Activewear, Inc.	Buy	+55,000	+9.8%	$19.84M	615,399
Q2 2023	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-55,710	-25.8%	$19.43M	160,600
Q2 2023	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Sell	-34,000	-17.0%	$12.59M	165,435
Q2 2023	SGU Star Group L.P.	Star Group L.P.	Sell	-9,239	-0.8%	$15.11M	1,105,928
Q2 2023	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-4,800	-12.9%	$28.97M	32,398