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  Bread Financial Holdings, Inc. (BFH)
← All BFH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q3 0 0.00 Sell 100.00% 3.20 $94.49–127.22 · VW $109.74i SEC
2019   Q2 38,797 3.20 Reduce 62.54% 6.57 $106.59–146.01 · VW $121.44i $4,339,000 SEC
2019   Q1 103,560 10.50 $139.65 $14,462,000 SEC
2018   Q4 103,560 10.20 Add 23.17% 1.92 $113.79–192.29 · VW $155.04i $12,404,000 SEC
2018   Q3 84,076 11.76 Add 85.36% 5.42 $172.44–199.74 · VW $186.77i $15,846,000 SEC
2018   Q2 45,359 6.39 Reduce 43.78% 5.14 $153.25–191.50 · VW $169.66i $8,441,000 SEC
2018   Q1 80,677 11.73 Add 34.46% 3.01 $164.09–222.13 · VW $192.49i $13,705,000 SEC
2017   Q4 60,002 10.65 Buy 10.65 $171.88–203.34 · VW $187.87i $12,138,000 SEC
Price snapshot:
Current price$97.18
52-week low$53.34
52-week high$109.91