Bryan Lawrence - Oakcliff Capital Partners
| History | Stock | Activity ▼ | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026 | ||||
| ☰ | GWRE - Guidewire Software, Inc. | Add 73.33% | 61,000 | 4.02 |
| Q4 2025 | ||||
| ☰ | GWRE - Guidewire Software, Inc. | Add 26.64% | 17,500 | 1.51 |
| Q3 2025 | ||||
| ☰ | TDG - TransDigm Group Inc. | Add 13.51% | 2,877 | 1.64 |
| ☰ | NRP - Natural Resource Partners L.P. | Add 9.83% | 15,127 | 0.69 |
| Q2 2025 | ||||
| ☰ | LEN - Lennar Corp. | Add 13.46% | 14,000 | 0.77 |
| ☰ | GIL - Gildan Activewear Inc. | Add 11.44% | 70,000 | 1.72 |
| Q1 2025 | ||||
| ☰ | LEN - Lennar Corp. | Buy | 104,000 | 6.29 |
| Q3 2024 | ||||
| ☰ | LGIH - Lgi Homes Inc | Add 7.83% | 8,498 | 0.51 |
| Q2 2024 | ||||
| ☰ | NRP - Natural Resource Partners L.P. | Buy | 154,866 | 7.42 |
| Q1 2024 | ||||
| ☰ | LGIH - Lgi Homes Inc | Add 181.39% | 70,000 | 4.88 |
| Q4 2023 | ||||
| ☰ | CHTR - Charter Communications, Inc. | Add 8.15% | 2,900 | 0.71 |
| ☰ | LGIH - Lgi Homes Inc | Buy | 38,590 | 3.23 |
| Q2 2023 | ||||
| ☰ | GIL - Gildan Activewear Inc. | Add 9.81% | 55,000 | 1.18 |
| ☰ | FNF - Fidelity National Financial, Inc. | Buy | 279,990 | 6.47 |
| Q1 2023 | ||||
| ☰ | GIL - Gildan Activewear Inc. | Add 34.39% | 143,399 | 3.32 |
| ☰ | GOOG - Alphabet Inc. | Add 5.88% | 12,010 | 0.87 |
| Q4 2022 | ||||
| ☰ | CHTR - Charter Communications, Inc. | Add 20.33% | 7,700 | 1.95 |
| ☰ | GOOG - Alphabet Inc. | Add 5.69% | 11,000 | 0.73 |
| ☰ | GIL - Gildan Activewear Inc. | Buy | 417,000 | 8.52 |
| Q3 2022 | ||||
| ☰ | CHTR - Charter Communications, Inc. | Add 4.99% | 1,800 | 0.46 |
| Q2 2022 | ||||
| ☰ | IBKR - Interactive Brokers Group, Inc. | Add 20.48% | 245,600 | 2.49 |
| ☰ | CDLX - Cardlytics, Inc. | Add 11.49% | 3,500 | 0.58 |
| ☰ | GWRE - Guidewire Software, Inc. | Add 6.97% | 13,000 | 0.68 |
| ☰ | GOOG - Alphabet Inc. | Add 5.80% | 10,600 | 0.85 |
| ☰ | LGIH - Lgi Homes Inc | Buy | 75,000 | 4.81 |
| Q1 2022 | ||||
| ☰ | CVNA - Carvana Co. | Add 97.89% | 447,500 | 5.54 |
| ☰ | GWRE - Guidewire Software, Inc. | Add 29.08% | 42,000 | 2.06 |
| ☰ | IBKR - Interactive Brokers Group, Inc. | Add 14.51% | 152,000 | 1.30 |
| Q4 2021 | ||||
| ☰ | CDLX - Cardlytics, Inc. | Add 12.26% | 3,329 | 1.01 |
| ☰ | GWRE - Guidewire Software, Inc. | Add 0.01% | 10 | 0.00 |
| ☰ | GDRX - GoodRx Holdings, Inc. | Buy | 296,233 | 4.42 |
| Q3 2021 | ||||
| ☰ | AYX - Alteryx Inc | Add 31.68% | 47,000 | 1.52 |
| ☰ | CDLX - Cardlytics, Inc. | Add 14.80% | 3,500 | 1.30 |
| Q1 2021 | ||||
| ☰ | GWRE - Guidewire Software, Inc. | Add 50.40% | 48,400 | 2.33 |
| ☰ | AYX - Alteryx Inc | Add 24.30% | 29,000 | 1.14 |
| ☰ | CHTR - Charter Communications, Inc. | Add 13.00% | 8,500 | 2.49 |
| Q4 2020 | ||||
| ☰ | AYX - Alteryx Inc | Add 32.61% | 29,347 | 1.42 |
| ☰ | GWRE - Guidewire Software, Inc. | Buy | 96,025 | 4.91 |
| Q3 2020 | ||||
| ☰ | AYX - Alteryx Inc | Buy | 90,000 | 4.43 |
| Q2 2020 | ||||
| ☰ | CARG - CarGurus, Inc. | Add 42.70% | 85,000 | 1.15 |
| Q1 2020 | ||||
| ☰ | TDG - TransDigm Group Inc. | Add 71.78% | 24,600 | 5.51 |
| ☰ | CVNA - Carvana Co. | Add 29.79% | 351,110 | 2.71 |
| ☰ | CDLX - Cardlytics, Inc. | Add 18.42% | 5,178 | 1.27 |
| ☰ | CHTR - Charter Communications, Inc. | Add 12.36% | 7,600 | 2.32 |
| ☰ | GOOG - Alphabet Inc. | Add 10.62% | 31,000 | 1.26 |
| ☰ | IBKR - Interactive Brokers Group, Inc. | Add 1.13% | 17,324 | 0.13 |
| Q4 2019 | ||||
| ☰ | IBKR - Interactive Brokers Group, Inc. | Add 11.63% | 160,000 | 1.11 |
| Q3 2019 | ||||
| ☰ | CDLX - Cardlytics, Inc. | Buy | 28,106 | 6.37 |
| ☰ | CARG - CarGurus, Inc. | Buy | 199,046 | 4.17 |
| Q2 2019 | ||||
| ☰ | GOOG - Alphabet Inc. | Add 18.70% | 46,000 | 1.83 |
| Q4 2018 | ||||
| ☰ | CVNA - Carvana Co. | Add 129.78% | 675,000 | 3.63 |
| ☰ | BFH - Bread Financial Holdings, Inc. | Add 23.17% | 19,484 | 1.92 |
| ☰ | APPN - Appian Corp. | Add 21.43% | 50,000 | 1.10 |
| ☰ | IBKR - Interactive Brokers Group, Inc. | Add 20.28% | 232,000 | 2.61 |
| Q3 2018 | ||||
| ☰ | BFH - Bread Financial Holdings, Inc. | Add 85.36% | 38,717 | 5.42 |
| ☰ | IBKR - Interactive Brokers Group, Inc. | Add 24.62% | 225,944 | 2.32 |
| ☰ | CVNA - Carvana Co. | Buy | 520,100 | 4.56 |
| Q2 2018 | ||||
| ☰ | CHTR - Charter Communications, Inc. | Add 52.04% | 25,500 | 5.66 |
| ☰ | HNRG - Hallador Energy Co. | Add 39.87% | 158,827 | 0.86 |
| ☰ | APPN - Appian Corp. | Buy | 233,264 | 6.39 |
| Q1 2018 | ||||
| ☰ | HNRG - Hallador Energy Co. | Add 52.88% | 137,784 | 0.81 |
| ☰ | BFH - Bread Financial Holdings, Inc. | Add 34.46% | 20,675 | 3.01 |
| ☰ | CHTR - Charter Communications, Inc. | Add 25.64% | 10,000 | 2.66 |
| ☰ | KMX - CarMax, Inc. | Add 21.42% | 41,776 | 2.21 |
| ☰ | BIDU - Baidu, Inc. | Add 4.61% | 1,900 | 0.36 |
| ☰ | GOOG - Alphabet Inc. | Buy | 246,000 | 10.86 |
| Q4 2017 | ||||
| ☰ | KMX - CarMax, Inc. | Add 14.71% | 25,000 | 1.41 |
| ☰ | SGU - Star Group, L.P. | Add 5.85% | 91,360 | 0.86 |
| ☰ | CHTR - Charter Communications, Inc. | Buy | 39,000 | 11.49 |
| ☰ | GOOGL - Alphabet Inc. | Buy | 246,000 | 11.29 |
| ☰ | BFH - Bread Financial Holdings, Inc. | Buy | 60,002 | 10.65 |
| Q3 2017 | ||||
| ☰ | AXON - Axon Enterprise, Inc. | Add 52.83% | 110,000 | 2.24 |
| ☰ | GOOG - Alphabet Inc. | Add 23.00% | 46,000 | 1.86 |
| Q2 2017 | ||||
| ☰ | ESRX - Express Scripts Hldg Co | Add 8.67% | 18,000 | 1.06 |
| ☰ | AXON - Axon Enterprise, Inc. | Buy | 208,204 | 4.84 |