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  Carvana Co. (CVNA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q2 0 0.00 Sell 100.00% 11.19 SEC
2022   Q1 904,640 11.19 Add 97.89% 5.54 $23.86 $21,583,000 SEC
2021   Q4 457,140 9.68 $46.36 $21,192,000 SEC
2021   Q3 457,140 12.21 $60.31 $27,569,000 SEC
2021   Q2 457,140 11.89 $60.36 $27,595,000 SEC
2021   Q1 457,140 11.38 Reduce 54.03% 10.22 $52.48 $23,991,000 SEC
2020   Q4 994,435 18.91 Reduce 5.39% 1.10 $47.91 $47,641,000 SEC
2020   Q3 1,051,115 20.31 Reduce 19.21% 3.20 $44.61 $46,892,000 SEC
2020   Q2 1,301,115 16.63 Reduce 14.95% 1.76 $24.04 $31,279,000 SEC
2020   Q1 1,529,755 11.79 Add 29.79% 2.71 $11.02 $16,855,000 SEC
2019   Q4 1,178,645 12.95 $18.41 $21,699,000 SEC
2019   Q3 1,178,645 10.52 $13.20 $15,558,000 SEC
2019   Q2 1,178,645 10.87 $12.52 $14,754,000 SEC
2019   Q1 1,178,645 9.94 Reduce 1.38% 0.09 $11.61 $13,686,000 SEC
2018   Q4 1,195,100 6.43 Add 129.78% 3.63 $6.54 $7,818,000 SEC
2018   Q3 520,100 4.56 Buy 4.56 $11.82 $6,147,000 SEC