Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q3 2018)

As of Sep 30, 2018, 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 2018, the filing reported:

New Buys - Carvana Co.

Increases - Bread Financial Holdings, Inc., Interactive Brokers Group, Inc.

Reductions - Baidu, Inc., CarMax Inc

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 2018	BFH Bread Financial Holdings, Inc.	Bread Financial Holdings, Inc.	Buy	+30,900	+85.4%	$15.85K	67,100
Q3 2018	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-40,200	-93.3%	$663.00	2,900
Q3 2018	CVNA Carvana Co.	Carvana Co.	Buy - Position Entry	+104,020	-	$6.15K	104,020
Q3 2018	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+56,486	+24.6%	$15.82K	285,955
Q3 2018	KMX CarMax Inc	CarMax Inc	Sell	-80,736	-34.1%	$11.65K	156,040