Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q4 2017)

As of Dec 31, 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 Q4 2017, the filing reported:

New Buys - Bread Financial Holdings, Inc., Charter Communications, Inc., Alphabet Inc.

Increases - CarMax Inc, Star Group L.P.

Reductions - Baidu, Inc., Interactive Brokers Group, Inc.

Complete Exits - Axon Enterprise, Inc., Axalta, Alphabet 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
Q4 2017	AXON Axon Enterprise, Inc.	Axon Enterprise, Inc.	Sell - Position Exit	-318,204	-100.0%	$0.00	-
Q4 2017	AXTA Axalta	Axalta	Sell - Position Exit	-324,049	-100.0%	$0.00	-
Q4 2017	BFH Bread Financial Holdings, Inc.	Bread Financial Holdings, Inc.	Buy - Position Entry	+47,887	-	$12.14K	47,887
Q4 2017	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-12,000	-22.6%	$9.65K	41,200
Q4 2017	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy - Position Entry	+39,000	-	$13.10K	39,000
Q4 2017	GOOG Alphabet Inc.	Alphabet Inc.	Sell - Position Exit	-12,300	-100.0%	$0.00	-
Q4 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+12,300	-	$12.87K	12,300
Q4 2017	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-144,419	-31.1%	$18.91K	319,469
Q4 2017	KMX CarMax Inc	CarMax Inc	Buy	+25,000	+14.7%	$12.51K	195,000
Q4 2017	SGU Star Group L.P.	Star Group L.P.	Buy	+91,360	+5.8%	$17.78K	1,654,387