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 (2021 Q4) SEC 13F filing(s) with portfolio value of $218,896,000.

What stocks does Bryan R. Lawrence own?

In Bryan R. Lawrence's portfolio as of 31 Dec 2021, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (19.02%), (TDG) TRANSDIGM GROUP INC (16.19%), (GOOG) ALPHABET INC-CL C (12.08%), (CVNA) CARVANA CO (9.68%) and (IBKR) INTERACTIVE BROKERS GRO-CL A (9.50%).

To see the historical data of Oakcliff Capital Partners's portfolio holdings please click on the "2021 Q4" dropdown menu and select the date.

To see Oakcliff Capital Partners's original 13F reports (2021 Q4), please click on the "important" button.

Portfolio value: $218M+
Period: 2021 Q4
Number of stock: 11
Update: 14 Feb 2022
GOOG
12.08%
170,824
$144.68
19.36% $172.69
$24,714,855
AYX
5.40%
195,347
$60.50
20.23% $48.26
$11,818,000
CDLX
9.20%
304,736
$66.09
93.48% $4.31
$20,140,000
+12.26% (+33,289)
+1.01%
CVNA
9.68%
84,113
$231.79
6.70% $247.31
$19,496,640
CHTR
19.02%
63,874
$651.97
49.75% $327.61
$41,644,000
-13.54% (-10,000)
-2.98%
GDRX
4.42%
296,233
$32.68
81.27% $6.12
$9,681,000
buy
+4.42%
GWRE
7.49%
130,713
$113.53
64.06% $186.26
$14,840,190
+0.01% (+9)
+0.00%
HNRG
0.59%
527,140
$2.46
303.59% $9.93
$1,297,000
IBKR
9.50%
261,847
$79.42
92.12% $152.58
$20,796,000
SGU
6.42%
1,161,598
$10.77
3.34% $11.13
$12,510,730
TDG
16.19%
55,698
$636.29
104.67% $1,302.30
$35,440,000
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.