Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q3 2019)

As of Sep 30, 2019, 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 2019, the filing reported:

New Buys - CarGurus, Inc., Cardlytics, Inc. Common Stock

Increases - None reported

Reductions - Appian Corporation, CarMax Inc

Complete Exits - Bread Financial Holdings, Inc.

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 2019	APPN Appian Corporation	Appian Corporation	Sell	-66,126	-23.3%	$10.31K	217,138
Q3 2019	BFH Bread Financial Holdings, Inc.	Bread Financial Holdings, Inc.	Sell - Position Exit	-30,963	-100.0%	$0.00	-
Q3 2019	CARG CarGurus, Inc.	CarGurus, Inc.	Buy - Position Entry	+199,046	-	$6.16K	199,046
Q3 2019	CDLX Cardlytics, Inc. Common Stock	Cardlytics, Inc. Common Stock	Buy - Position Entry	+281,064	-	$9.42K	281,064
Q3 2019	KMX CarMax Inc	CarMax Inc	Sell	-27,000	-20.5%	$9.20K	104,540