Bryan R. Lawrence's Portfolio

Oakcliff Capital Partners 13F holdings

What is Bryan R. Lawrence's portfolio?

Oakcliff Capital Partners has disclosed a total of 10 security holdings in their (2019 Q2) SEC 13F filing(s) with portfolio value of $135,704,000.

What stocks does Bryan R. Lawrence own?

In Bryan R. Lawrence's portfolio as of 30 Jun 2019, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (17.91%), (IBKR) INTERACTIVE BROKERS GRO-CL A (13.74%), (TDG) TRANSDIGM GROUP INC (12.22%), (SGU) STAR GROUP LP (12.18%) and (GOOG) ALPHABET INC-CL C (11.63%).

To see the historical data of Oakcliff Capital Partners's portfolio holdings please click on the "2019 Q2" dropdown menu and select the date.

To see Oakcliff Capital Partners's original 13F reports (2019 Q2), please click on the "important" button.

Portfolio value: $135M+
Period: 2019 Q2
Number of stock: 10
Update: 14 Aug 2019
ADS
3.20%
30,963
$140.14
59.47% $56.80
$4,339,000
-62.54% (-51,687)
-5.34%
GOOG
11.63%
292,000
$54.04
219.46% $172.65
$15,781,000
+18.70% (+46,000)
+1.83%
APPN
7.53%
267,684
$36.07
1.56% $36.63
$9,655,065
KMX
8.42%
131,540
$86.83
16.74% $72.30
$11,422,000
CVNA
10.87%
235,729
$62.59
266.01% $229.08
$14,754,000
CHTR
17.91%
57,194
$395.19
7.26% $366.49
$22,602,720
HNRG
2.31%
557,189
$5.63
72.29% $9.70
$3,137,000
IBKR
13.74%
343,955
$54.20
183.73% $153.78
$18,642,000
SGU
12.18%
1,513,764
$9.99
12.11% $11.20
$15,122,205
TDG
12.22%
34,273
$483.79
169.64% $1,304.50
$16,581,000
-14.54% (-5,833)
-2.08%
10 of 10

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.