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  Baidu, Inc. (BIDU)
← All BIDU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q4 0 0.00 Sell 100.00% 0.49 $154.61–231.17 · VW $187.80i SEC
2018   Q3 2,900 0.49 Reduce 93.27% 7.40 $207.95–274.00 · VW $232.18i $663,000 SEC
2018   Q2 43,100 7.93 $242.99 $10,473,000 SEC
2018   Q1 43,100 8.23 Add 4.61% 0.36 $207.74–270.58 · VW $241.76i $9,619,000 SEC
2017   Q4 41,200 8.46 Reduce 22.56% 2.51 $225.50–274.97 · VW $242.52i $9,649,000 SEC
2017   Q3 53,200 11.12 $247.69 $13,177,000 SEC
2017   Q2 53,200 8.80 $178.85 $9,515,000 SEC
2017   Q1 53,200 8.78 $172.52 $9,178,000 SEC
Price snapshot:
Current price$113.39
52-week low$84.64
52-week high$165.30