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  Alphabet Inc. CL C (GOOG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 118,161 14.96 $286.86 $33,895,664 SEC
2025   Q4 118,161 15.90 $313.80 $37,078,922 SEC
2025   Q3 118,161 12.42 $243.55 $28,778,112 SEC
2025   Q2 118,161 10.48 $177.39 $20,960,580 SEC
2025   Q1 118,161 9.73 $156.23 $18,460,293 SEC
2024   Q4 118,161 11.51 Reduce 0.60% 0.06 $190.44 $22,502,581 SEC
2024   Q3 118,880 9.99 $167.19 $19,875,547 SEC
2024   Q2 118,880 11.66 $183.42 $21,804,970 SEC
2024   Q1 118,880 10.85 Reduce 14.40% 1.77 $152.26 $18,100,669 SEC
2023   Q4 138,880 12.32 $140.93 $19,572,358 SEC
2023   Q3 138,880 12.57 Reduce 13.52% 1.75 $131.85 $18,311,328 SEC
2023   Q2 160,600 12.94 Reduce 25.75% 4.04 $120.97 $19,428,000 SEC
2023   Q1 216,310 15.67 Add 5.88% 0.87 $104.00 $22,496,000 SEC
2022   Q4 204,300 13.52 Add 5.69% 0.73 $88.73 $18,128,000 SEC
2022   Q3 193,300 15.63 Add 1,900.00% 14.85 $96.15 $18,586,000 SEC
2022   Q2 9,665 15.59 Add 5.80% 0.85 $2,187.48 $21,142,000 SEC
2022   Q1 9,135 13.23 $2,792.99 $25,514,000 SEC
2021   Q4 9,135 12.08 $2,893.60 $26,433,000 SEC
2021   Q3 9,135 10.78 $2,665.35 $24,348,000 SEC
2021   Q2 9,135 9.86 $2,506.29 $22,895,000 SEC
2021   Q1 9,135 8.96 Reduce 31.21% 2.88 $2,068.64 $18,897,000 SEC
2020   Q4 13,279 9.23 Reduce 17.78% 1.83 $1,751.86 $23,263,000 SEC
2020   Q3 16,150 10.28 $1,469.60 $23,734,000 SEC
2020   Q2 16,150 12.14 $1,413.62 $22,830,000 SEC
2020   Q1 16,150 13.14 Add 10.62% 1.26 $1,162.79 $18,779,000 SEC
2019   Q4 14,600 11.65 $1,336.99 $19,520,000 SEC
2019   Q3 14,600 12.04 $1,218.97 $17,797,000 SEC
2019   Q2 14,600 11.63 Add 18.70% 1.83 $1,080.89 $15,781,000 SEC
2019   Q1 12,300 10.48 $1,173.33 $14,432,000 SEC
2018   Q4 12,300 10.47 $1,035.61 $12,738,000 SEC
2018   Q3 12,300 10.90 $1,193.50 $14,680,000 SEC
2018   Q2 12,300 10.39 $1,115.61 $13,722,000 SEC
2018   Q1 12,300 10.86 Buy 10.86 $1,031.79 $12,691,000 SEC
2017   Q4 0 0.00 Sell 100.00% 9.95 SEC
2017   Q3 12,300 9.95 Add 23.00% 1.86 $959.11 $11,797,000 SEC
2017   Q2 10,000 8.41 $908.70 $9,087,000 SEC
2017   Q1 10,000 7.94 $829.60 $8,296,000 SEC