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Bryan R. Lawrence

Oakcliff Capital Partners

Oakcliff Capital Partners Portfolio 13F

Bryan R. Lawrence Holdings Activity

Portfolio value:
$135.70M≈ (-$2M≈)
Previous value:
$137.71M≈
# of changes:
3
New positions:
0
Reported for:
30 Jun 2019 (Q2)
Latest filing date:
14 Aug 2019
Oakcliff Capital Partners has disclosed a total of 3 changes to the portfolio in the (2019 Q2) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 2 position(s).

What stocks did Bryan R. Lawrence buy in 2019 Q2?

During 2019 Q2 Bryan R. Lawrence has bought (GOOG) Alphabet Inc, CL-C (added shares +18.70%).

What did Bryan R. Lawrence invest in during 2019 Q2?

Bryan R. Lawrence's top 5 holdings (by % of portfolio) were (CHTR) Charter Communications Inc (17.91%), (IBKR) Interactive Brokers Group Inc (13.74%), (TDG) Transdigm Group Incorporated (12.22%), (SGU) Star Gas Partners LP (12.18%) and (GOOG) Alphabet Inc, CL-C (11.63%).
In the 2019 Q2 report(s) the following changes have been made to the top investments: (TDG) Transdigm Group Incorporated (reduced shares -14.54%) and (GOOG) Alphabet Inc, CL-C (added shares +18.70%).
* 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.