Bryan R. Lawrence Holdings Activity

Oakcliff Capital Partners Portfolio 13F

Oakcliff Capital Partners has disclosed a total of 2 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 1 position(s).

What stocks is Bryan R. Lawrence buying now?

In the recent quarter Bryan R. Lawrence has bought (GWRE) GUIDEWIRE SOFTWARE INC (added shares +73.33%).

What does Bryan R. Lawrence invest in?

Bryan R. Lawrence's top 5 holdings (by % of portfolio) are (IBKR) INTERACTIVE BROKERS GRO-CL A (30.5%), (GIL) GILDAN ACTIVEWEAR INC (16.74%), (GOOG) ALPHABET INC-CL C (14.96%), (TDG) TRANSDIGM GROUP INC (12.36%) and (GWRE) GUIDEWIRE SOFTWARE INC (9.51%).

In the latest report(s) the following change has been made to the top investments: (GWRE) GUIDEWIRE SOFTWARE INC (added shares +73.33%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2020 Q3 (2 results)
AYX
ALTERYX INC - CLASS A
buy
+90,000
+4.43%
$113.56
-
4.43%
CVNA
CARVANA CO
-19.21%
-50,000
-4.83%
$223.06
70.93% $64.85
20.31%
2020 Q2 (3 results)
CARG
CARGURUS INC
+42.70%
+85,000
+1.15%
$25.35
17.11% $29.69
3.83%
CVNA
CARVANA CO
-14.95%
-45,728
-2.92%
$120.20
46.05% $64.85
16.63%
KMX
CARMAX INC
-100.00%
-77,276
-2.21%
$53.83
10.22% $48.33
0.00%
2020 Q1 (7 results)
TDG
TRANSDIGM GROUP INC
+71.78%
+24,600
+5.51%
$320.20
309.45% $1,311.05
13.19%
CVNA
CARVANA CO
+29.79%
+70,222
+2.71%
$55.09
17.72% $64.85
11.79%
CDLX
CARDLYTICS INC
+18.42%
+51,781
+1.27%
$34.96
84.95% $5.26
8.14%
CHTR
CHARTER COMMUNICATIONS INC-A
+12.36%
+7,600
+2.32%
$436.31
68.47% $137.58
21.09%
GOOG
ALPHABET INC-CL C
+10.62%
+31,000
+1.26%
$58.14
523.90% $362.73
13.14%
IBKR
INTERACTIVE BROKERS GRO-CL A
+1.13%
+17,324
+0.13%
$10.79
774.88% $94.42
11.72%
KMX
CARMAX INC
-26.08%
-27,264
-1.03%
$53.83
10.22% $48.33
0.00%
2019 Q4 (1 result)
IBKR
INTERACTIVE BROKERS GRO-CL A
+11.63%
+160,000
+1.11%
$11.66
710.12% $94.42
10.68%
2019 Q3 (5 results)
CDLX
CARDLYTICS INC
buy
+281,064
+6.37%
$33.52
84.31% $5.26
6.37%
CARG
CARGURUS INC
buy
+199,046
+4.17%
$30.95
4.06% $29.69
4.17%
KMX
CARMAX INC
-20.53%
-27,000
-1.61%
$88.00
45.08% $48.33
6.22%
APPN
APPIAN CORP
-23.34%
-66,126
-2.12%
$47.50
52.40% $22.61
6.98%
ADS
ALLIANCE DATA SYSTEMS CORP
-100.00%
-30,963
-2.94%
$140.14
-
0.00%
2019 Q2 (3 results)
GOOG
ALPHABET INC-CL C
+18.70%
+46,000
+1.83%
$54.04
571.17% $362.73
11.63%
TDG
TRANSDIGM GROUP INC
-14.54%
-5,833
-2.08%
$483.79
170.99% $1,311.05
12.22%
ADS
ALLIANCE DATA SYSTEMS CORP
-62.54%
-51,687
-5.34%
$140.14
-
0.00%
2019 Q1 (3 results)
CVNA
CARVANA CO
-1.38%
-3,291
-0.14%
$58.06
11.70% $64.85
9.94%
KMX
CARMAX INC
-15.70%
-24,500
-1.24%
$69.80
30.76% $48.33
6.67%
TDG
TRANSDIGM GROUP INC
-18.33%
-9,000
-2.97%
$454.00
188.78% $1,311.05
13.22%
2018 Q4 (6 results)
CVNA
CARVANA CO
+129.78%
+135,000
+3.63%
$32.71
98.27% $64.85
6.43%
ADS
ALLIANCE DATA SYSTEMS CORP
+23.17%
+15,550
+1.92%
$150.08
-
10.20%
APPN
APPIAN CORP
+21.43%
+50,000
+1.10%
$26.71
15.35% $22.61
6.22%
IBKR
INTERACTIVE BROKERS GRO-CL A
+20.28%
+232,000
+2.61%
$13.66
591.09% $94.42
15.46%
CHTR
CHARTER COMMUNICATIONS INC-A
-17.45%
-13,000
-3.05%
$284.98
51.72% $137.58
14.41%
BIDU
BAIDU INC - SPON ADR
-100.00%
-2,900
-0.55%
$228.62
-
0.00%
2018 Q3 (5 results)
CVNA
CARVANA CO
buy
+104,020
+4.56%
$59.09
9.74% $64.85
4.56%
ADS
ALLIANCE DATA SYSTEMS CORP
+85.36%
+30,900
+5.42%
$236.16
-
11.76%
IBKR
INTERACTIVE BROKERS GRO-CL A
+24.62%
+225,944
+2.32%
$13.83
582.85% $94.42
11.74%
KMX
CARMAX INC
-34.10%
-80,736
-4.48%
$74.67
35.28% $48.33
8.65%
BIDU
BAIDU INC - SPON ADR
-93.27%
-40,200
-6.82%
$228.62
-
0.00%
2018 Q2 (6 results)
APPN
APPIAN CORP
buy
+233,264
+6.39%
$36.16
37.47% $22.61
6.39%
CHTR
CHARTER COMMUNICATIONS INC-A
+52.04%
+25,500
+5.66%
$293.21
53.08% $137.58
16.54%
HNRG
HALLADOR ENERGY CO
+39.87%
+158,827
+0.86%
$7.14
147.92% $17.70
3.01%
IBKR
INTERACTIVE BROKERS GRO-CL A
-6.15%
-60,108
-0.73%
$16.10
486.37% $94.42
11.19%
ADS
ALLIANCE DATA SYSTEMS CORP
-43.78%
-28,187
-4.98%
$233.18
-
6.39%
AHGP
ALLIANCE HOLDINGS GP LP
-100.00%
-48,784
-0.92%
$25.01
-
0.00%
2018 Q1 (9 results)
GOOG
ALPHABET INC-CL C
buy
+246,000
+10.86%
$51.59
603.11% $362.73
10.86%
HNRG
HALLADOR ENERGY CO
+52.88%
+137,784
+0.81%
$6.87
157.71% $17.70
2.34%
ADS
ALLIANCE DATA SYSTEMS CORP
+34.46%
+16,500
+3.01%
$212.85
-
11.73%
CHTR
CHARTER COMMUNICATIONS INC-A
+25.64%
+10,000
+2.66%
$311.20
55.79% $137.58
13.05%
KMX
CARMAX INC
+21.42%
+41,776
+2.21%
$61.94
21.97% $48.33
12.55%
BIDU
BAIDU INC - SPON ADR
+4.61%
+1,900
+0.36%
$223.18
-
8.23%
IBKR
INTERACTIVE BROKERS GRO-CL A
-23.47%
-299,892
-4.31%
$16.81
461.72% $94.42
14.07%
AHGP
ALLIANCE HOLDINGS GP LP
-33.47%
-24,537
-0.53%
$25.01
-
0.00%
GOOGL
ALPHABET INC-CL A
-100.00%
-246,000
-11.01%
$52.32
596.01% $364.13
0.00%
50 of 169

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.