Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q4 2018)

As of Dec 31, 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 Q4 2018, the filing reported:

New Buys - None reported

Increases - Appian Corporation, Bread Financial Holdings, Inc., Carvana Co., Interactive Brokers Group, Inc.

Reductions - Charter Communications, Inc.

Complete Exits - Baidu, 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 2018	APPN Appian Corporation	Appian Corporation	Buy	+50,000	+21.4%	$7.57K	283,264
Q4 2018	BFH Bread Financial Holdings, Inc.	Bread Financial Holdings, Inc.	Buy	+15,550	+23.2%	$12.40K	82,650
Q4 2018	BIDU Baidu, Inc.	Baidu, Inc.	Sell - Position Exit	-2,900	-100.0%	$0.00	-
Q4 2018	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-13,000	-17.4%	$17.53K	61,500
Q4 2018	CVNA Carvana Co.	Carvana Co.	Buy	+135,000	+129.8%	$7.82K	239,020
Q4 2018	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+58,000	+20.3%	$18.80K	343,955