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

According to the SEC 13F filed on Feb 14, 2025, the Oakcliff Capital Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 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