Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q2 2024)
According to the SEC 13F filed on Aug 14, 2024, the Oakcliff Capital Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2024. 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 2024, the filing reported:
New Buys - Natural Resource Partners LP Li
Increases - None reported
Reductions - None reported
Complete Exits - Hallador Energy Company
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.