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

According to the SEC 13F filed on Feb 14, 2023, the Oakcliff Capital Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2022. 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