Bryan Lawrence - Oakcliff Capital Partners,
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 8
Portfolio value: $226,634,133
Holding/activity history for Express Scripts Hldg Co (ESRX)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2017 Q4 |
0 |
0.00 |
Sell 100.00%
|
7.52 |
|
|
SEC |
| 2017 Q3 |
140,844 |
7.52 |
Reduce 37.58%
|
5.01 |
$63.32 |
$8,918,000 |
SEC |
| 2017 Q2 |
225,637 |
13.32 |
Add 8.67%
|
1.06 |
$63.84 |
$14,405,000 |
SEC |
| 2017 Q1 |
207,637 |
13.09 |
|
|
$65.91 |
$13,685,000 |
SEC |