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  Lgi Homes Inc (LGIH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 1.75 SEC
2025   Q1 49,996 1.75 Reduce 57.04% 3.03 $66.47 $3,323,234 SEC
2024   Q4 116,380 5.32 Reduce 0.60% 0.04 $89.40 $10,404,372 SEC
2024   Q3 117,088 6.98 Add 7.83% 0.51 $118.52 $13,877,269 SEC
2024   Q2 108,590 5.20 $89.49 $9,717,719 SEC
2024   Q1 108,590 7.57 Add 181.39% 4.88 $116.37 $12,636,618 SEC
2023   Q4 38,590 3.23 Buy 3.23 $133.16 $5,138,644 SEC
2022   Q4 0 0.00 Sell 100.00% 5.13 SEC
2022   Q3 75,000 5.13 $81.37 $6,103,000 SEC
2022   Q2 75,000 4.81 Buy 4.81 $86.91 $6,518,000 SEC