Bryan R. Lawrence
Oakcliff Capital Partners
Oakcliff Capital Partners Portfolio 13F
Bryan R. Lawrence Holdings Activity
- Portfolio value:
- $104.51M≈
- # of changes:
- 10
- New positions:
- 10
- Reported for:
- 31 Mar 2017 (Q1)
- Latest filing date:
- 12 May 2017
Oakcliff Capital Partners has disclosed a total of 10 changes to the portfolio in the (2017 Q1) SEC report(s): bought 10 totally new position(s).
What stocks did Bryan R. Lawrence buy in 2017 Q1?
During 2017 Q1 Bryan R. Lawrence has bought 10 securities out of which top 5 purchases (by % change to portfolio) were (IBKR) Interactive Brokers Group Inc (new buy), (SGU) Star Gas Partners LP (new buy), (ESRX) Express Scripts Holding Co (new buy), (AXTA) Axalta Coating Systems Ltd (new buy) and (TDG) Transdigm Group Incorporated (new buy).
What did Bryan R. Lawrence invest in during 2017 Q1?
In the 2017 Q1 report(s) the following changes have been made to the top investments: (IBKR) Interactive Brokers Group Inc (new buy), (SGU) Star Gas Partners LP (new buy), (ESRX) Express Scripts Holding Co (new buy), (AXTA) Axalta Coating Systems Ltd (new buy) and (TDG) Transdigm Group Incorporated (new buy).
10 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Alliance Holdings GP L.P
|
new
|
$27.43
|
|
5.90%
|
2017 Q1
|
≈ 0.25 years
|
||||
|
|
Alphabet Inc, CL-C
|
new
|
$41.48
|
+806.11%($375.86)
|
7.94%
|
2017 Q1
|
≈ 0.25 years
|
||||
|
|
Axalta Coating Systems Ltd
|
new
|
$32.20
|
+16.48%($37.50)
|
11.52%
|
2017 Q1
|
≈ 0.25 years
|
||||
|
|
Baidu Inc
|
new
|
$172.52
|
-34.81%($112.46)
|
8.78%
|
2017 Q1
|
≈ 0.25 years
|
||||
|
|
CarMax Inc
|
new
|
$59.22
|
-1.19%($58.52)
|
9.63%
|
2017 Q1
|
≈ 0.25 years
|
||||
|
|
Express Scripts Holding Co
|
new
|
$65.91
|
|
13.09%
|
2017 Q1
|
≈ 0.25 years
|
||||
|
|
Hallador Energy Company
|
new
|
$8.01
|
+89.03%($15.14)
|
2.00%
|
2017 Q1
|
≈ 0.25 years
|
||||
|
|
Interactive Brokers Group Inc
|
new
|
$8.68
|
+926.94%($89.14)
|
16.09%
|
2017 Q1
|
≈ 0.25 years
|
||||
|
|
Star Gas Partners LP
|
new
|
$9.20
|
+40.11%($12.89)
|
14.56%
|
2017 Q1
|
≈ 0.25 years
|
||||
|
|
Transdigm Group Incorporated
|
new
|
$220.16
|
+472.59%($1,260.64)
|
10.48%
|
2017 Q1
|
≈ 0.25 years
|
||||
* 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.