Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q4 2023)
As of Dec 31, 2023, the Oakcliff Capital Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 2024. 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.