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 Q3) SEC 13F filing(s) with portfolio value of $230,912,000.

What stocks does Bryan R. Lawrence own?

In Bryan R. Lawrence's portfolio as of 30 Sep 2020, the top 5 holdings are (CVNA) CARVANA CO (20.31%), (CHTR) CHARTER COMMUNICATIONS INC-A (18.68%), (TDG) TRANSDIGM GROUP INC (12.11%), (GOOG) ALPHABET INC-CL C (10.28%) and (CDLX) CARDLYTICS INC (10.17%).

To see the historical data of Oakcliff Capital Partners's portfolio holdings please click on the "2020 Q3" dropdown menu and select the date.

To see Oakcliff Capital Partners's original 13F reports (2020 Q3), please click on the "important" button.

Portfolio value: $230M+
Period: 2020 Q3
Number of stock: 11
Update: 16 Nov 2020
GOOG
10.28%
323,000
$73.48
135.02% $172.69
$23,734,000
AYX
4.43%
90,000
$113.56
57.50% $48.26
$10,220,000
buy
+4.43%
APPN
6.09%
217,138
$64.75
44.79% $35.75
$14,060,000
CDLX
10.17%
332,845
$70.57
93.89% $4.31
$23,489,000
CARG
2.66%
284,046
$21.63
43.41% $31.02
$6,144,000
CVNA
20.31%
210,223
$223.06
10.87% $247.31
$46,892,000
-19.21% (-50,000)
-4.83%
CHTR
18.68%
69,100
$624.34
47.53% $327.61
$43,142,000
HNRG
0.16%
557,189
$0.65
1K+% $9.93
$363,000
IBKR
8.13%
388,286
$48.33
215.70% $152.58
$18,766,000
SGU
6.99%
1,654,387
$9.75
14.16% $11.13
$16,130,000
TDG
12.11%
58,873
$475.12
174.10% $1,302.30
$27,972,000
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.