Bryan Lawrence - Oakcliff Capital Partners, LP

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 Express Scripts Hldg Co (ESRX)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2017 Q4	0	0.00	Sell 100.00%	7.52			SEC
2017 Q3	140,844	7.52	Reduce 37.58%	5.01	$63.32	$8,918,000	SEC
2017 Q2	225,637	13.32	Add 8.67%	1.06	$63.84	$14,405,000	SEC
2017 Q1	207,637	13.09			$65.91	$13,685,000	SEC