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
Q4 2020Dec 31, 2020
SGU
Star Group L.P.
Sell
-89,220-5.4%
Q4 2020Dec 31, 2020
APPN
Appian Corporation
Sell - Position Exit
-217,138-100.0%
Q4 2020Dec 31, 2020
CARG
CarGurus, Inc.
Sell - Position Exit
-284,046-100.0%
Q3 2020Sep 30, 2020
CVNA
Carvana Co.
Sell
-50,000-19.2%
Q2 2020Jun 30, 2020
CARG
CarGurus, Inc.
Buy
+85,000+42.7%
Q2 2020Jun 30, 2020
CVNA
Carvana Co.
Sell
-45,728-14.9%
Q2 2020Jun 30, 2020
KMX
CarMax Inc
Sell - Position Exit
-77,276-100.0%
Q1 2020Mar 31, 2020
CVNA
Carvana Co.
Buy
+70,222+29.8%
Q1 2020Mar 31, 2020
CDLX
Cardlytics, Inc. Common Stock
Buy
+51,781+18.4%
Q1 2020Mar 31, 2020
TDG
Transdigm Group Incorporated
Buy
+24,600+71.8%
Q1 2020Mar 31, 2020
CHTR
Charter Communications, Inc.
Buy
+7,600+12.4%
Q1 2020Mar 31, 2020
IBKR
Interactive Brokers Group, Inc.
Buy
+4,331+1.1%
Q1 2020Mar 31, 2020
GOOG
Alphabet Inc.
Buy
+1,550+10.6%
Q1 2020Mar 31, 2020
KMX
CarMax Inc
Sell
-27,264-26.1%
Q4 2019Dec 31, 2019
IBKR
Interactive Brokers Group, Inc.
Buy
+40,000+11.6%
Q3 2019Sep 30, 2019
CDLX
Cardlytics, Inc. Common Stock
Buy - Position Entry
+281,064
Q3 2019Sep 30, 2019
CARG
CarGurus, Inc.
Buy - Position Entry
+199,046
Q3 2019Sep 30, 2019
KMX
CarMax Inc
Sell
-27,000-20.5%
Q3 2019Sep 30, 2019
BFH
Bread Financial Holdings, Inc.
Sell - Position Exit
-30,963-100.0%
Q3 2019Sep 30, 2019
APPN
Appian Corporation
Sell
-66,126-23.3%
Q2 2019Jun 30, 2019
GOOG
Alphabet Inc.
Buy
+2,300+18.7%
Q2 2019Jun 30, 2019
TDG
Transdigm Group Incorporated
Sell
-5,833-14.5%
Q2 2019Jun 30, 2019
BFH
Bread Financial Holdings, Inc.
Sell
-51,687-62.5%
Q1 2019Mar 31, 2019
CVNA
Carvana Co.
Sell
-3,291-1.4%
Q1 2019Mar 31, 2019
TDG
Transdigm Group Incorporated
Sell
-9,000-18.3%
Q1 2019Mar 31, 2019
KMX
CarMax Inc
Sell
-24,500-15.7%
Q4 2018Dec 31, 2018
CVNA
Carvana Co.
Buy
+135,000+129.8%
Q4 2018Dec 31, 2018
IBKR
Interactive Brokers Group, Inc.
Buy
+58,000+20.3%
Q4 2018Dec 31, 2018
APPN
Appian Corporation
Buy
+50,000+21.4%
Q4 2018Dec 31, 2018
BFH
Bread Financial Holdings, Inc.
Buy
+15,550+23.2%
Page 4 of 6162 total trades