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  Axalta Coating Systems Ltd. (AXTA)
← All AXTA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q4 0 0.00 Sell 100.00% 7.90 $28.04–38.20 · VW $32.43i SEC
2017   Q3 324,049 7.90 $28.92 $9,371,000 SEC
2017   Q2 324,049 9.60 Reduce 13.37% 1.54 $30.67–34.10 · VW $31.82i $10,383,000 SEC
2017   Q1 374,049 11.52 $32.20 $12,044,000 SEC
Price snapshot:
Current price$32.07
52-week low$24.94
52-week high$35.72