Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q3 2017)

As of Sep 30, 2017, the Oakcliff Capital Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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 Q3 2017, the filing reported:

New Buys - None reported

Increases - Axon Enterprise, Inc., Alphabet Inc.

Reductions - Interactive Brokers Group, 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
Q3 2017	AXON Axon Enterprise, Inc.	Axon Enterprise, Inc.	Buy	+110,000	+52.8%	$7.68K	318,204
Q3 2017	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+2,300	+23.0%	$11.80K	12,300
Q3 2017	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-20,466	-4.2%	$20.89K	463,888
Q3 2017	SGU Star Group L.P.	Star Group L.P.	Sell	-91,360	-5.5%	$17.74K	1,563,027
Q3 2017	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-621	-1.2%	$12.55K	49,106