Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q4 2024)

As of Dec 31, 2024, the Oakcliff Capital Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 2025. 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 2024, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - Charter Communications, Inc., Gildan Activewear, Inc., Alphabet Inc., Guidewire Software, Inc., Interactive Brokers Group, Inc., and 4 more

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.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2024	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-235	-0.6%	$13.11M	38,239
Q4 2024	GIL Gildan Activewear, Inc.	Gildan Activewear, Inc.	Sell	-3,710	-0.6%	$28.78M	611,689
Q4 2024	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-719	-0.6%	$22.50M	118,161
Q4 2024	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Sell	-58,752	-47.2%	$11.07M	65,683
Q4 2024	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-2,962	-1.0%	$52.95M	299,685
Q4 2024	LGIH LGI Homes, Inc.	LGI Homes, Inc.	Sell	-708	-0.6%	$10.40M	116,380
Q4 2024	NRP Natural Resource Partners LP Li	Natural Resource Partners LP Li	Sell	-936	-0.6%	$17.09M	153,930
Q4 2024	SGU Star Group L.P.	Star Group L.P.	Sell	-6,689	-0.6%	$12.69M	1,099,239
Q4 2024	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-131	-0.6%	$26.98M	21,293