Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q4 2023)
According to the SEC 13F filed on Feb 14, 2024, the Oakcliff Capital Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 2023, the filing reported:
New Buys - LGI Homes, Inc.
Increases - Charter Communications, Inc.
Reductions - Guidewire Software, Inc.
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.