Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q4 2020)

As of Dec 31, 2020, the Oakcliff Capital Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 16, 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 Q4 2020, the filing reported:

New Buys - Guidewire Software, Inc.

Increases - None reported

Reductions - Cardlytics, Inc. Common Stock, Charter Communications, Inc., Carvana Co., Alphabet Inc., Hallador Energy Company, and 3 more

Complete Exits - Appian Corporation, CarGurus, 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 2020	APPN Appian Corporation	Appian Corporation	Sell - Position Exit	-217,138	-100.0%	$0.00	-
Q4 2020	CARG CarGurus, Inc.	CarGurus, Inc.	Sell - Position Exit	-284,046	-100.0%	$0.00	-
Q4 2020	CDLX Cardlytics, Inc. Common Stock	Cardlytics, Inc. Common Stock	Sell	-62,950	-18.9%	$38.53K	269,895
Q4 2020	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-3,726	-5.4%	$43.25K	65,374
Q4 2020	CVNA Carvana Co.	Carvana Co.	Sell	-11,336	-5.4%	$47.64K	198,887
Q4 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-2,871	-17.8%	$23.26K	13,279
Q4 2020	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Buy - Position Entry	+96,025	-	$12.36K	96,025
Q4 2020	HNRG Hallador Energy Company	Hallador Energy Company	Sell	-30,049	-5.4%	$775.00	527,140
Q4 2020	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-20,939	-5.4%	$22.38K	367,347
Q4 2020	SGU Star Group L.P.	Star Group L.P.	Sell	-89,220	-5.4%	$14.73K	1,565,167
Q4 2020	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-3,175	-5.4%	$34.47K	55,698