Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q3 2021)
According to the SEC 13F filed on Nov 15, 2021, the Oakcliff Capital Partners portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2021. 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 2021, the filing reported:
New Buys - None reported
Increases - Cardlytics, Inc. Common Stock
Reductions - None reported
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 | Type | Change Qty |
|---|---|---|---|
|
Q3 2021
|
CDLX
Cardlytics, Inc. Common Stock
|
Buy |
+35,000
|