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
Holding/activity history for  Cardlytics Inc. (CDLX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q3 0 0.00 Sell 100.00% 5.59 SEC
2022   Q2 33,973 5.59 Add 11.49% 0.58 $223.12 $7,580,000 SEC
2022   Q1 30,473 8.69 $549.80 $16,754,000 SEC
2021   Q4 30,473 9.20 Add 12.26% 1.01 $660.91 $20,140,000 SEC
2021   Q3 27,144 10.09 Add 14.80% 1.30 $839.41 $22,785,000 SEC
2021   Q2 23,644 12.93 $1,269.33 $30,012,000 SEC
2021   Q1 23,644 12.30 Reduce 12.39% 1.90 $1,097.02 $25,938,000 SEC
2020   Q4 26,989 15.30 Reduce 18.91% 1.92 $1,427.73 $38,533,000 SEC
2020   Q3 33,284 10.17 $705.71 $23,489,000 SEC
2020   Q2 33,284 12.38 $699.80 $23,292,000 SEC
2020   Q1 33,284 8.14 Add 18.42% 1.27 $349.60 $11,636,000 SEC
2019   Q4 28,106 10.54 $628.62 $17,668,000 SEC
2019   Q3 28,106 6.37 Buy 6.37 $335.20 $9,421,000 SEC