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 11 security holdings in their (2019 Q4) SEC 13F filing(s) with portfolio value of $167,582,000.

What stocks does Bryan R. Lawrence own?

In Bryan R. Lawrence's portfolio as of 31 Dec 2019, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (17.80%), (CVNA) CARVANA CO (12.95%), (GOOG) ALPHABET INC-CL C (11.65%), (TDG) TRANSDIGM GROUP INC (11.45%) and (IBKR) INTERACTIVE BROKERS GRO-CL A (10.68%).

To see the historical data of Oakcliff Capital Partners's portfolio holdings please click on the "2019 Q4" dropdown menu and select the date.

To see Oakcliff Capital Partners's original 13F reports (2019 Q4), please click on the "important" button.

Portfolio value: $167M+
Period: 2019 Q4
Number of stock: 11
Update: 14 Feb 2020
GOOG
11.65%
292,000
$66.85
159.25% $173.31
$19,520,000
APPN
4.95%
217,138
$38.21
1.44% $37.66
$8,297,000
CDLX
10.54%
281,064
$62.86
93.19% $4.28
$17,668,000
CARG
4.18%
199,046
$35.18
11.68% $31.07
$7,002,000
KMX
5.47%
104,540
$87.67
16.62% $73.10
$9,165,000
CVNA
12.95%
235,729
$92.05
158.44% $237.90
$21,699,000
CHTR
17.80%
61,500
$485.07
23.02% $373.40
$29,832,000
HNRG
0.99%
557,189
$2.97
224.21% $9.63
$1,655,000
IBKR
10.68%
383,955
$46.62
228.83% $153.30
$17,900,000
+11.63% (+40,000)
+1.11%
SGU
9.34%
1,654,387
$9.46
18.07% $11.17
$15,651,000
TDG
11.45%
34,273
$560.00
133.57% $1,307.98
$19,193,000
11 of 11

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.