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  Gildan Activewear Inc. (GIL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 681,689 16.74 $55.65 $37,935,993 SEC
2025   Q4 681,689 18.25 $62.46 $42,578,295 SEC
2025   Q3 681,689 17.01 $57.80 $39,401,624 SEC
2025   Q2 681,689 16.77 Add 11.44% 1.72 $49.24 $33,566,366 SEC
2025   Q1 611,689 14.25 $44.22 $27,048,888 SEC
2024   Q4 611,689 14.72 Reduce 0.60% 0.09 $47.05 $28,779,967 SEC
2024   Q3 615,399 14.58 $47.11 $28,991,447 SEC
2024   Q2 615,399 12.48 $37.92 $23,335,930 SEC
2024   Q1 615,399 13.69 $37.13 $22,849,765 SEC
2023   Q4 615,399 12.81 $33.06 $20,345,091 SEC
2023   Q3 615,399 11.84 $28.01 $17,237,326 SEC
2023   Q2 615,399 13.22 Add 9.81% 1.18 $32.24 $19,840,000 SEC
2023   Q1 560,399 12.96 Add 34.39% 3.32 $33.19 $18,600,000 SEC
2022   Q4 417,000 8.52 Buy 8.52 $27.40 $11,425,800 SEC