Bryan R. Lawrence
Oakcliff Capital Partners
Oakcliff Capital Partners Portfolio 13F
Bryan R. Lawrence Holdings Activity
- Portfolio value:
- $121.61M≈ (-$13M≈)
- Previous value:
- $134.71M≈
- # of changes:
- 6
- New positions:
- 0
- Reported for:
- 31 Dec 2018 (Q4)
- Latest filing date:
- 14 Feb 2019
Oakcliff Capital Partners has disclosed a total of 6 changes to the portfolio in the (2018 Q4) SEC report(s): increased the number of shares of 4, decreased the number of shares of 1 and completely sold out 1 position(s).
What stocks did Bryan R. Lawrence buy in 2018 Q4?
What did Bryan R. Lawrence invest in during 2018 Q4?
6 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Carvana Co
|
+129.78%
|
$32.71
|
+110.10%($68.72)
|
6.43%
|
2018 Q3
|
≈ 0.50 years
|
||||
|
|
Bread Financial Holdings, Inc
|
+23.17%
|
$150.08
|
-24.65%($113.09)
|
10.20%
|
2017 Q4
|
≈ 1.25 years
|
||||
|
|
Appian Corp
|
+21.43%
|
$26.71
|
+5.13%($28.08)
|
6.22%
|
2018 Q2
|
≈ 0.75 years
|
||||
|
|
Interactive Brokers Group Inc
|
+20.28%
|
$13.66
|
+552.45%($89.14)
|
15.46%
|
2017 Q1
|
≈ 2.00 years
|
||||
|
|
Charter Communications Inc
|
-17.45%
|
$284.98
|
-47.11%($150.73)
|
14.41%
|
2017 Q4
|
≈ 1.25 years
|
||||
|
|
Baidu Inc
|
-100%
|
$228.62
|
-50.81%($112.46)
|
0.00%
|
2017 Q1
|
≈ 1.75 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.