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 (2020 Q1) SEC 13F filing(s) with portfolio value of $142,964,000.

What stocks does Bryan R. Lawrence own?

In Bryan R. Lawrence's portfolio as of 31 Mar 2020, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (21.09%), (TDG) TRANSDIGM GROUP INC (13.19%), (GOOG) ALPHABET INC-CL C (13.14%), (CVNA) CARVANA CO (11.79%) and (IBKR) INTERACTIVE BROKERS GRO-CL A (11.72%).

To see the historical data of Oakcliff Capital Partners's portfolio holdings please click on the "2020 Q1" dropdown menu and select the date.

To see Oakcliff Capital Partners's original 13F reports (2020 Q1), please click on the "important" button.

Portfolio value: $142M+
Period: 2020 Q1
Number of stock: 11
Update: 15 May 2020
GOOG
13.14%
256,785
$58.14
233.75% $194.04
$14,929,305
+10.62% (+24,645)
+1.26%
APPN
6.11%
217,138
$40.23
16.90% $33.43
$8,735,000
CDLX
8.14%
332,845
$34.96
89.33% $3.73
$11,636,000
+18.42% (+51,781)
+1.27%
CARG
2.64%
155,255
$18.94
95.72% $37.07
$2,940,600
KMX
2.91%
77,276
$53.83
55.61% $83.77
$4,160,000
-26.08% (-27,264)
-1.03%
CVNA
11.79%
305,951
$55.09
290.43% $215.09
$16,855,000
+29.79% (+70,222)
+2.71%
CHTR
21.09%
52,861
$436.31
20.09% $348.65
$23,063,985
+12.36% (+5,814)
+2.32%
HNRG
0.37%
557,189
$0.95
1K+% $11.14
$528,000
IBKR
11.72%
388,286
$43.17
314.44% $178.91
$16,762,000
+1.13% (+4,331)
+0.13%
SGU
8.91%
1,240,790
$7.70
50.78% $11.61
$9,554,250
TDG
13.19%
58,873
$320.20
303.16% $1,290.90
$18,851,000
+71.78% (+24,600)
+5.51%
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.