Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q4 2022)

As of Dec 31, 2022, the Oakcliff Capital Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 2023. 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 2022, the filing reported:

New Buys - Gildan Activewear, Inc.

Increases - Charter Communications, Inc., Alphabet Inc.

Reductions - Interactive Brokers Group, Inc., Transdigm Group Incorporated

Complete Exits - LGI Homes, 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 2022	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+7,700	+20.3%	$15.45M	45,574
Q4 2022	GIL Gildan Activewear, Inc.	Gildan Activewear, Inc.	Buy - Position Entry	+417,000	-	$11.43M	417,000
Q4 2022	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+11,000	+5.7%	$18.13M	204,300
Q4 2022	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-21,600	-6.0%	$24.57M	339,647
Q4 2022	LGIH LGI Homes, Inc.	LGI Homes, Inc.	Sell - Position Exit	-75,000	-100.0%	$0.00	-
Q4 2022	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-4,000	-7.2%	$32.55M	51,698