Bryan R. Lawrence - Oakcliff Capital Partners Portfolio

Period Date  Mar 31, 2025
Filing Date  May 15, 2025
Total Stocks  10
Portfolio Value  $189.77M

Oakcliff Capital Partners Activity

DateSymbolTypeQuantity
Q2 2022Jun 30, 2022
CDLX
Cardlytics, Inc. Common Stock
Buy
+35,000+11.5%
Q2 2022Jun 30, 2022
GWRE
Guidewire Software, Inc.
Buy
+13,000+7.0%
Q2 2022Jun 30, 2022
GOOG
Alphabet Inc.
Buy
+530+5.8%
Q2 2022Jun 30, 2022
CHTR
Charter Communications, Inc.
Sell
-9,800-21.4%
Q2 2022Jun 30, 2022
CVNA
Carvana Co.
Sell - Position Exit
-180,928-100.0%
Q1 2022Mar 31, 2022
CVNA
Carvana Co.
Buy
+89,500+97.9%
Q1 2022Mar 31, 2022
GWRE
Guidewire Software, Inc.
Buy
+42,000+29.1%
Q1 2022Mar 31, 2022
IBKR
Interactive Brokers Group, Inc.
Buy
+38,000+14.5%
Q1 2022Mar 31, 2022
CHTR
Charter Communications, Inc.
Sell
-18,000-28.2%
Q1 2022Mar 31, 2022
GDRX
GoodRx Holdings, Inc.
Sell - Position Exit
-296,233-100.0%
Q4 2021Dec 31, 2021
GDRX
GoodRx Holdings, Inc.
Buy - Position Entry
+296,233
Q4 2021Dec 31, 2021
CDLX
Cardlytics, Inc. Common Stock
Buy
+33,289+12.3%
Q4 2021Dec 31, 2021
GWRE
Guidewire Software, Inc.
Buy
+10+0.0%
Q4 2021Dec 31, 2021
CHTR
Charter Communications, Inc.
Sell
-10,000-13.5%
Q3 2021Sep 30, 2021
CDLX
Cardlytics, Inc. Common Stock
Buy
+35,000+14.8%
Q2 2021Jun 30, 2021
SGU
Star Group L.P.
Sell
-260,000-16.6%
Q1 2021Mar 31, 2021
GWRE
Guidewire Software, Inc.
Buy
+48,400+50.4%
Q1 2021Mar 31, 2021
CHTR
Charter Communications, Inc.
Buy
+8,500+13.0%
Q1 2021Mar 31, 2021
GOOG
Alphabet Inc.
Sell
-4,144-31.2%
Q1 2021Mar 31, 2021
CDLX
Cardlytics, Inc. Common Stock
Sell
-33,448-12.4%
Q1 2021Mar 31, 2021
IBKR
Interactive Brokers Group, Inc.
Sell
-105,500-28.7%
Q1 2021Mar 31, 2021
CVNA
Carvana Co.
Sell
-107,459-54.0%
Q4 2020Dec 31, 2020
GWRE
Guidewire Software, Inc.
Buy - Position Entry
+96,025
Q4 2020Dec 31, 2020
GOOG
Alphabet Inc.
Sell
-2,871-17.8%
Q4 2020Dec 31, 2020
TDG
Transdigm Group Incorporated
Sell
-3,175-5.4%
Q4 2020Dec 31, 2020
CHTR
Charter Communications, Inc.
Sell
-3,726-5.4%
Q4 2020Dec 31, 2020
CVNA
Carvana Co.
Sell
-11,336-5.4%
Q4 2020Dec 31, 2020
IBKR
Interactive Brokers Group, Inc.
Sell
-20,939-5.4%
Q4 2020Dec 31, 2020
HNRG
Hallador Energy Company
Sell
-30,049-5.4%
Q4 2020Dec 31, 2020
CDLX
Cardlytics, Inc. Common Stock
Sell
-62,950-18.9%
Page 3 of 6162 total trades