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

According to the SEC 13F filed on Aug 14, 2023, the Oakcliff Capital Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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