Bryan Lawrence - Oakcliff Capital Partners, LP

Bryan Lawrence - Oakcliff Capital Partners,

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $226,634,133

Holdings Activity Buys Sells History

Period	Portfolio Value	Top 20 holdings history (left to right)
2026 Q1	$227 M	IBKR	GIL	GOOG	TDG	GWRE	SGU	NRP	LEN
2025 Q4	$233 M	IBKR	GIL	GOOG	TDG	GWRE	NRP	SGU	LEN
2025 Q3	$232 M	IBKR	GIL	TDG	GOOG	NRP	GWRE	LEN	SGU
2025 Q2	$200 M	IBKR	GIL	TDG	GOOG	GWRE	NRP	LEN	SGU
2025 Q1	$190 M	IBKR	TDG	GIL	GOOG	NRP	SGU	CHTR	GWRE	LEN	LGIH
2024 Q4	$196 M	IBKR	GIL	TDG	GOOG	NRP	CHTR	SGU	GWRE	LGIH
2024 Q3	$199 M	IBKR	TDG	GIL	GWRE	GOOG	NRP	LGIH	SGU	CHTR
2024 Q2	$187 M	IBKR	TDG	GIL	GOOG	GWRE	NRP	FNF	SGU	CHTR	LGIH
2024 Q1	$167 M	IBKR	TDG	GIL	GOOG	GWRE	FNF	LGIH	CHTR	SGU	HNRG
2023 Q4	$159 M	IBKR	TDG	GIL	GOOG	GWRE	CHTR	FNF	SGU	LGIH	HNRG
2023 Q3	$146 M	IBKR	TDG	GOOG	GIL	CHTR	GWRE	SGU	FNF	HNRG
2023 Q2	$150 M	TDG	IBKR	GIL	GOOG	SGU	CHTR	GWRE	FNF	HNRG
2023 Q1	$144 M	IBKR	TDG	GOOG	GIL	GWRE	SGU	CHTR	HNRG
2022 Q4	$134 M	TDG	IBKR	GOOG	SGU	CHTR	GWRE	GIL	HNRG
2022 Q3	$119 M	TDG	IBKR	GOOG	GWRE	CHTR	SGU	LGIH	AYX	HNRG
2022 Q2	$136 M	TDG	GOOG	IBKR	CHTR	GWRE	SGU	CDLX	LGIH	AYX	HNRG
2022 Q1	$193 M	TDG	GOOG	CHTR	CVNA	IBKR	GWRE	CDLX	SGU	AYX	HNRG
2021 Q4	$219 M	CHTR	TDG	GOOG	CVNA	IBKR	CDLX	GWRE	SGU	AYX	GDRX	HNRG
2021 Q3	$226 M	CHTR	TDG	CVNA	GOOG	CDLX	GWRE	IBKR	AYX	SGU	HNRG
2021 Q2	$232 M	CHTR	TDG	CDLX	CVNA	GOOG	IBKR	GWRE	SGU	AYX	HNRG
2021 Q1	$211 M	CHTR	TDG	CDLX	CVNA	IBKR	GOOG	SGU	GWRE	AYX	HNRG
2020 Q4	$252 M	CVNA	CHTR	CDLX	TDG	GOOG	IBKR	SGU	AYX	GWRE	HNRG
2020 Q3	$231 M	CVNA	CHTR	TDG	GOOG	CDLX	IBKR	SGU	APPN	AYX	CARG	HNRG
2020 Q2	$188 M	CHTR	CVNA	TDG	CDLX	GOOG	IBKR	SGU	APPN	CARG	HNRG
2020 Q1	$143 M	CHTR	TDG	GOOG	CVNA	IBKR	SGU	CDLX	APPN	KMX	CARG	HNRG
2019 Q4	$168 M	CHTR	CVNA	GOOG	TDG	IBKR	CDLX	SGU	KMX	APPN	CARG	HNRG
2019 Q3	$148 M	CHTR	IBKR	TDG	GOOG	SGU	CVNA	APPN	CDLX	KMX	CARG	HNRG
2019 Q2	$136 M	CHTR	IBKR	TDG	SGU	GOOG	CVNA	KMX	APPN	BFH	HNRG
2019 Q1	$138 M	CHTR	TDG	IBKR	SGU	BFH	GOOG	CVNA	APPN	KMX	HNRG
2018 Q4	$122 M	IBKR	CHTR	TDG	SGU	GOOG	BFH	KMX	CVNA	APPN	HNRG
2018 Q3	$135 M	CHTR	TDG	SGU	BFH	IBKR	GOOG	KMX	APPN	CVNA	HNRG	BIDU
2018 Q2	$132 M	CHTR	KMX	TDG	SGU	IBKR	GOOG	BIDU	BFH	APPN	HNRG
2018 Q1	$117 M	IBKR	SGU	CHTR	TDG	KMX	BFH	GOOG	BIDU	HNRG	AHGP
2017 Q4	$114 M	IBKR	SGU	TDG	CHTR	GOOGL	KMX	BFH	BIDU	AHGP	HNRG
2017 Q3	$119 M	IBKR	SGU	BIDU	KMX	TDG	GOOG	AXTA	ESRX	AXON	AHGP	HNRG
2017 Q2	$108 M	IBKR	ESRX	TDG	SGU	KMX	AXTA	BIDU	GOOG	AXON	AHGP	HNRG
2017 Q1	$105 M	IBKR	SGU	ESRX	AXTA	TDG	KMX	BIDU	GOOG	AHGP	HNRG