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  Carvana Co. (CVNA)
← All CVNA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q2 0 0.00 Sell 100.00% 11.19 $3.96–26.94 · VW $8.75i SEC
2022   Q1 904,640 11.19 Add 97.89% 5.54 $19.54–48.12 · VW $28.16i $21,583,000 SEC
2021   Q4 457,140 9.68 $46.36 $21,192,000 SEC
2021   Q3 457,140 12.21 $60.31 $27,569,000 SEC
2021   Q2 457,140 11.89 $60.36 $27,595,000 SEC
2021   Q1 457,140 11.38 Reduce 54.03% 10.22 $45.85–64.68 · VW $54.86i $23,991,000 SEC
2020   Q4 994,435 18.91 Reduce 5.39% 1.10 $35.85–58.55 · VW $45.60i $47,641,000 SEC
2020   Q3 1,051,115 20.31 Reduce 19.21% 3.20 $24.98–48.43 · VW $37.00i $46,892,000 SEC
2020   Q2 1,301,115 16.63 Reduce 14.95% 1.76 $9.52–26.51 · VW $18.49i $31,279,000 SEC
2020   Q1 1,529,755 11.79 Add 29.79% 2.71 $4.43–23.05 · VW $12.69i $16,855,000 SEC
2019   Q4 1,178,645 12.95 $18.41 $21,699,000 SEC
2019   Q3 1,178,645 10.52 $13.20 $15,558,000 SEC
2019   Q2 1,178,645 10.87 $12.52 $14,754,000 SEC
2019   Q1 1,178,645 9.94 Reduce 1.38% 0.09 $5.95–11.96 · VW $8.52i $13,686,000 SEC
2018   Q4 1,195,100 6.43 Add 129.78% 3.63 $5.69–12.10 · VW $8.28i $7,818,000 SEC
2018   Q3 520,100 4.56 Buy 4.56 $7.96–14.52 · VW $11.16i $6,147,000 SEC
Price snapshot:
Current price$64.99
52-week low$54.46
52-week high$97.38