Bryan R. Lawrence
Oakcliff Capital Partners
Oakcliff Capital Partners Portfolio 13F
Bryan R. Lawrence Holdings Activity
- Portfolio value:
- $188.09M≈ (+$45M≈)
- Previous value:
- $142.96M≈
- # of changes:
- 3
- New positions:
- 0
- Reported for:
- 30 Jun 2020 (Q2)
- Latest filing date:
- 14 Aug 2020
Oakcliff Capital Partners has disclosed a total of 3 changes to the portfolio in the (2020 Q2) SEC report(s): increased the number of shares of 1, decreased the number of shares of 1 and completely sold out 1 position(s).
What stocks did Bryan R. Lawrence buy in 2020 Q2?
During 2020 Q2 Bryan R. Lawrence has bought (CARG) CarGurus (added shares +42.70%).
What did Bryan R. Lawrence invest in during 2020 Q2?
In the 2020 Q2 report(s) the following change has been made to the top investments: (CVNA) Carvana Co (reduced shares -14.95%).
3 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
CarGurus
|
+42.70%
|
$25.35
|
+45.87%($36.98)
|
3.83%
|
2019 Q3
|
≈ 1.00 year
|
||||
|
|
Carvana Co
|
-14.95%
|
$120.20
|
-46.32%($64.52)
|
16.63%
|
2018 Q3
|
≈ 2.00 years
|
||||
|
|
CarMax Inc
|
-100%
|
$53.83
|
+7.63%($57.94)
|
0.00%
|
2017 Q1
|
≈ 3.25 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.