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 (2020 Q2) SEC 13F filing(s) with portfolio value of $188,092,000.

What stocks does Bryan R. Lawrence own?

In Bryan R. Lawrence's portfolio as of 30 Jun 2020, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (18.74%), (CVNA) CARVANA CO (16.63%), (TDG) TRANSDIGM GROUP INC (13.84%), (CDLX) CARDLYTICS INC (12.38%) and (GOOG) ALPHABET INC-CL C (12.14%).

To see the historical data of Oakcliff Capital Partners's portfolio holdings please click on the "2020 Q2" dropdown menu and select the date.

To see Oakcliff Capital Partners's original 13F reports (2020 Q2), please click on the "important" button.

Portfolio value: $188M+
Period: 2020 Q2
Number of stock: 10
Update: 14 Aug 2020
GOOG
12.14%
323,000
$70.68
174.53% $194.04
$22,830,000
APPN
5.92%
217,138
$51.25
34.77% $33.43
$11,128,000
CDLX
12.38%
332,845
$69.98
94.67% $3.73
$23,292,000
CARG
3.83%
284,046
$25.35
46.22% $37.07
$7,201,000
+42.70% (+85,000)
+1.15%
CVNA
16.63%
260,223
$120.20
78.94% $215.09
$31,279,000
-14.95% (-45,728)
-2.92%
CHTR
18.74%
69,100
$510.04
31.64% $348.65
$35,244,000
HNRG
0.19%
557,189
$0.66
1K+% $11.14
$365,000
IBKR
8.62%
388,286
$41.77
328.31% $178.91
$16,219,000
SGU
7.71%
1,654,387
$8.77
32.38% $11.61
$14,509,000
TDG
13.84%
58,873
$442.05
192.02% $1,290.90
$26,025,000
10 of 10

Completely sold out

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.