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  Cardlytics, Inc. (CDLX)
← All CDLX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q3 0 0.00 Sell 100.00% 5.59 $86.80–240.50 · VW $143.58i SEC
2022   Q2 33,973 5.59 Add 11.49% 0.58 $212.20–588.50 · VW $316.44i $7,580,000 SEC
2022   Q1 30,473 8.69 $549.80 $16,754,000 SEC
2021   Q4 30,473 9.20 Add 12.26% 1.01 $606.60–972.10 · VW $760.31i $20,140,000 SEC
2021   Q3 27,144 10.09 Add 14.80% 1.30 $753.08–1,349.10 · VW $983.25i $22,785,000 SEC
2021   Q2 23,644 12.93 $1,269.33 $30,012,000 SEC
2021   Q1 23,644 12.30 Reduce 12.39% 1.90 $1,053.40–1,614.70 · VW $1,307.45i $25,938,000 SEC
2020   Q4 26,989 15.30 Reduce 18.91% 1.92 $707.00–1,504.60 · VW $1,069.49i $38,533,000 SEC
2020   Q3 33,284 10.17 $705.71 $23,489,000 SEC
2020   Q2 33,284 12.38 $699.80 $23,292,000 SEC
2020   Q1 33,284 8.14 Add 18.42% 1.27 $273.26–1,075.00 · VW $594.00i $11,636,000 SEC
2019   Q4 28,106 10.54 $628.62 $17,668,000 SEC
2019   Q3 28,106 6.37 Buy 6.37 $260.70–396.20 · VW $333.55i $9,421,000 SEC
Price snapshot:
Current price$4.17
52-week low$3.95
52-week high$32.80