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Bryan R. Lawrence

Oakcliff Capital Partners

Bryan R. Lawrence Carvana Co stake

total: 26

Oakcliff Capital Partners CVNA trades

Total transactions:
10
New positions:
1
Sold out:
1
Added:
3
Reduced:
5
Held since:
2018 Q3
Held for:
15 quarters
Latest activity:
2022 Q2
According to 2026 Q1 report, Bryan R. Lawrence doesn't hold any Carvana Co (CVNA) shares. To date, the estimated cost basis is nearly $62.97 for "buy" trades and estimated average "sell" price is $173.89. Oakcliff Capital Partners first purchased CVNA in 2018 Q3, initially acquiring 104,020 shares. Since the initial investment in Carvana Co (CVNA), Oakcliff Capital Partners has made 9 more transactions.

When did Bryan R. Lawrence sell Carvana Co (CVNA)?

Bryan R. Lawrence sold off the entire Carvana Co (CVNA) position in 2022 Q2.

When did Bryan R. Lawrence buy Carvana Co (CVNA)?

Bryan R. Lawrence first invested in Carvana Co (CVNA) in 2018 Q3 at the reported quarter-end price of $59.09 per share.

What's the cost basis of Oakcliff Capital Partners's CVNA stake?

The estimated cost basis for Carvana Co (CVNA) stake is around $62.97 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$62.97
Weighted AVG sell price:
$173.89

Bryan R. Lawrence's historical trades in Carvana Co

10 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2022 Q2
0.00%
0
$119.29
-100% (-180,928)
-11.19%
2022 Q1
11.19%
180,928
$119.29
$21,583,000
+97.89% (+89,500)
+5.54%
2021 Q1
11.38%
91,428
$262.40
$23,991,000
-54.03% (-107,459)
-11.19%
2020 Q4
18.91%
$239.54
-5.39% (-11,336)
2020 Q3
20.31%
$223.06
-19.21% (-50,000)
2020 Q2
16.63%
$120.20
-14.95% (-45,728)
2020 Q1
11.79%
$55.09
+29.79% (+70,222)
2019 Q1
9.94%
$58.06
-1.38% (-3,291)
2018 Q4
6.43%
$32.71
+129.78% (+135,000)
2018 Q3
4.56%
$59.09
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.