Bryan R. Lawrence Holdings Activity

Oakcliff Capital Partners Portfolio 13F

Oakcliff Capital Partners has disclosed a total of 2 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 1 position(s).

What stocks is Bryan R. Lawrence buying now?

In the recent quarter Bryan R. Lawrence has bought (GWRE) GUIDEWIRE SOFTWARE INC (added shares +73.33%).

What does Bryan R. Lawrence invest in?

Bryan R. Lawrence's top 5 holdings (by % of portfolio) are (IBKR) INTERACTIVE BROKERS GRO-CL A (30.5%), (GIL) GILDAN ACTIVEWEAR INC (16.74%), (GOOG) ALPHABET INC-CL C (14.96%), (TDG) TRANSDIGM GROUP INC (12.36%) and (GWRE) GUIDEWIRE SOFTWARE INC (9.51%).

In the latest report(s) the following change has been made to the top investments: (GWRE) GUIDEWIRE SOFTWARE INC (added shares +73.33%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2020 Q3 (2 results)

AYX

ALTERYX INC - CLASS A

buy

+90,000

+4.43%

$113.56

4.43%

CVNA

CARVANA CO

-19.21%

-50,000

-4.83%

$223.06

71.46% $63.65

20.31%

2020 Q2 (3 results)

CARG

CARGURUS INC

+42.70%

+85,000

+1.15%

$25.35

7.49% $27.25

3.83%

CVNA

CARVANA CO

-14.95%

-45,728

-2.92%

$120.20

47.05% $63.65

16.63%

KMX

CARMAX INC

-100.00%

-77,276

-2.21%

$53.83

14.49% $46.03

0.00%

2020 Q1 (7 results)

TDG

TRANSDIGM GROUP INC

+71.78%

+24,600

+5.51%

$320.20

278.38% $1,211.57

13.19%

CVNA

CARVANA CO

+29.79%

+70,222

+2.71%

$55.09

15.54% $63.65

11.79%

CDLX

CARDLYTICS INC

+18.42%

+51,781

+1.27%

$34.96

98.14% $0.65

8.14%

CHTR

CHARTER COMMUNICATIONS INC-A

+12.36%

+7,600

+2.32%

$436.31

70.43% $129.01

21.09%

GOOG

ALPHABET INC-CL C

+10.62%

+31,000

+1.26%

$58.14

511.77% $355.68

13.14%

IBKR

INTERACTIVE BROKERS GRO-CL A

+1.13%

+17,324

+0.13%

$10.79

707.52% $87.15

11.72%

KMX

CARMAX INC

-26.08%

-27,264

-1.03%

$53.83

14.49% $46.03

0.00%

2019 Q4 (1 result)

IBKR

INTERACTIVE BROKERS GRO-CL A

+11.63%

+160,000

+1.11%

$11.66

647.75% $87.15

10.68%

2019 Q3 (5 results)

CARG

CARGURUS INC

buy

+199,046

+4.17%

$30.95

11.95% $27.25

4.17%

CDLX

CARDLYTICS INC

buy

+281,064

+6.37%

$33.52

98.06% $0.65

6.37%

KMX

CARMAX INC

-20.53%

-27,000

-1.61%

$88.00

47.70% $46.03

6.22%

APPN

APPIAN CORP

-23.34%

-66,126

-2.12%

$47.50

49.33% $24.07

6.98%

ADS

ALLIANCE DATA SYSTEMS CORP

-100.00%

-30,963

-2.94%

$140.14

0.00%

2019 Q2 (3 results)

GOOG

ALPHABET INC-CL C

+18.70%

+46,000

+1.83%

$54.04

558.12% $355.68

11.63%

TDG

TRANSDIGM GROUP INC

-14.54%

-5,833

-2.08%

$483.79

150.43% $1,211.57

12.22%

ADS

ALLIANCE DATA SYSTEMS CORP

-62.54%

-51,687

-5.34%

$140.14

0.00%

2019 Q1 (3 results)

CVNA

CARVANA CO

-1.38%

-3,291

-0.14%

$58.06

9.63% $63.65

9.94%

KMX

CARMAX INC

-15.70%

-24,500

-1.24%

$69.80

34.05% $46.03

6.67%

TDG

TRANSDIGM GROUP INC

-18.33%

-9,000

-2.97%

$454.00

166.87% $1,211.57

13.22%

2018 Q4 (6 results)

CVNA

CARVANA CO

+129.78%

+135,000

+3.63%

$32.71

94.60% $63.65

6.43%

ADS

ALLIANCE DATA SYSTEMS CORP

+23.17%

+15,550

+1.92%

$150.08

10.20%

APPN

APPIAN CORP

+21.43%

+50,000

+1.10%

$26.71

9.88% $24.07

6.22%

IBKR

INTERACTIVE BROKERS GRO-CL A

+20.28%

+232,000

+2.61%

$13.66

537.88% $87.15

15.46%

CHTR

CHARTER COMMUNICATIONS INC-A

-17.45%

-13,000

-3.05%

$284.98

54.73% $129.01

14.41%

BIDU

BAIDU INC - SPON ADR

-100.00%

-2,900

-0.55%

$228.62

0.00%

2018 Q3 (5 results)

CVNA

CARVANA CO

buy

+104,020

+4.56%

$59.09

7.71% $63.65

4.56%

ADS

ALLIANCE DATA SYSTEMS CORP

+85.36%

+30,900

+5.42%

$236.16

11.76%

IBKR

INTERACTIVE BROKERS GRO-CL A

+24.62%

+225,944

+2.32%

$13.83

530.27% $87.15

11.74%

KMX

CARMAX INC

-34.10%

-80,736

-4.48%

$74.67

38.36% $46.03

8.65%

BIDU

BAIDU INC - SPON ADR

-93.27%

-40,200

-6.82%

$228.62

0.00%

2018 Q2 (6 results)

APPN

APPIAN CORP

buy

+233,264

+6.39%

$36.16

33.43% $24.07

6.39%

CHTR

CHARTER COMMUNICATIONS INC-A

+52.04%

+25,500

+5.66%

$293.21

56.00% $129.01

16.54%

HNRG

HALLADOR ENERGY CO

+39.87%

+158,827

+0.86%

$7.14

154.08% $18.14

3.01%

IBKR

INTERACTIVE BROKERS GRO-CL A

-6.15%

-60,108

-0.73%

$16.10

441.22% $87.15

11.19%

ADS

ALLIANCE DATA SYSTEMS CORP

-43.78%

-28,187

-4.98%

$233.18

6.39%

AHGP

ALLIANCE HOLDINGS GP LP

-100.00%

-48,784

-0.92%

$25.01

0.00%

2018 Q1 (9 results)

GOOG

ALPHABET INC-CL C

buy

+246,000

+10.86%

$51.59

589.44% $355.68

10.86%

HNRG

HALLADOR ENERGY CO

+52.88%

+137,784

+0.81%

$6.87

164.12% $18.14

2.34%

ADS

ALLIANCE DATA SYSTEMS CORP

+34.46%

+16,500

+3.01%

$212.85

11.73%

CHTR

CHARTER COMMUNICATIONS INC-A

+25.64%

+10,000

+2.66%

$311.20

58.54% $129.01

13.05%

KMX

CARMAX INC

+21.42%

+41,776

+2.21%

$61.94

25.68% $46.03

12.55%

BIDU

BAIDU INC - SPON ADR

+4.61%

+1,900

+0.36%

$223.18

8.23%

IBKR

INTERACTIVE BROKERS GRO-CL A

-23.47%

-299,892

-4.31%

$16.81

418.47% $87.15

14.07%

AHGP

ALLIANCE HOLDINGS GP LP

-33.47%

-24,537

-0.53%

$25.01

0.00%

GOOGL

ALPHABET INC-CL A

-100.00%

-246,000

-11.01%

$52.32

586.18% $358.99

0.00%

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Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.