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  Alphabet Inc. (GOOG)
← All GOOG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 118,161 14.96 $286.86 $33,895,664 SEC
2025   Q4 118,161 15.90 $313.80 $37,078,922 SEC
2025   Q3 118,161 12.42 $243.55 $28,778,112 SEC
2025   Q2 118,161 10.48 $177.39 $20,960,580 SEC
2025   Q1 118,161 9.73 $156.23 $18,460,293 SEC
2024   Q4 118,161 11.51 Reduce 0.60% 0.06 $161.12–202.88 · VW $178.52i $22,502,581 SEC
2024   Q3 118,880 9.99 $167.19 $19,875,547 SEC
2024   Q2 118,880 11.66 $183.42 $21,804,970 SEC
2024   Q1 118,880 10.85 Reduce 14.40% 1.77 $131.55–155.20 · VW $144.24i $18,100,669 SEC
2023   Q4 138,880 12.32 $140.93 $19,572,358 SEC
2023   Q3 138,880 12.57 Reduce 13.52% 1.75 $115.83–139.93 · VW $131.48i $18,311,328 SEC
2023   Q2 160,600 12.94 Reduce 25.75% 4.04 $102.38–129.55 · VW $116.33i $19,428,000 SEC
2023   Q1 216,310 15.67 Add 5.88% 0.87 $85.57–108.82 · VW $97.51i $22,496,000 SEC
2022   Q4 204,300 13.52 Add 5.69% 0.73 $83.45–105.10 · VW $95.21i $18,128,000 SEC
2022   Q3 193,300 15.63 $96.15 $18,586,000 SEC
2022   Q2 193,300 15.59 Add 5.80% 0.85 $102.21–144.04 · VW $115.81i $21,142,000 SEC
2022   Q1 182,700 13.23 $139.65 $25,514,000 SEC
2021   Q4 182,700 12.08 $144.68 $26,433,000 SEC
2021   Q3 182,700 10.78 $133.27 $24,348,000 SEC
2021   Q2 182,700 9.86 $125.31 $22,895,000 SEC
2021   Q1 182,700 8.96 Reduce 31.21% 2.88 $84.95–107.63 · VW $98.43i $18,897,000 SEC
2020   Q4 265,580 9.23 Reduce 17.78% 1.83 $71.80–92.36 · VW $84.30i $23,263,000 SEC
2020   Q3 323,000 10.28 $73.48 $23,734,000 SEC
2020   Q2 323,000 12.14 $70.68 $22,830,000 SEC
2020   Q1 323,000 13.14 Add 10.62% 1.26 $50.68–76.61 · VW $64.93i $18,779,000 SEC
2019   Q4 292,000 11.65 $66.85 $19,520,000 SEC
2019   Q3 292,000 12.04 $60.95 $17,797,000 SEC
2019   Q2 292,000 11.63 Add 18.70% 1.83 $51.25–64.46 · VW $56.85i $15,781,000 SEC
2019   Q1 246,000 10.48 $58.67 $14,432,000 SEC
2018   Q4 246,000 10.47 $51.78 $12,738,000 SEC
2018   Q3 246,000 10.90 $59.68 $14,680,000 SEC
2018   Q2 246,000 10.39 $55.78 $13,722,000 SEC
2018   Q1 246,000 10.86 Buy 10.86 $49.03–59.34 · VW $54.53i $12,691,000 SEC
2017   Q4 0 0.00 Sell 100.00% 9.95 $47.39–53.92 · VW $51.18i SEC
2017   Q3 246,000 9.95 Add 23.00% 1.86 $44.74–49.31 · VW $46.81i $11,797,000 SEC
2017   Q2 200,000 8.41 $45.44 $9,087,000 SEC
2017   Q1 200,000 7.94 $41.48 $8,296,000 SEC
Price snapshot:
Current price$350.67
Avg. buy price$60.05
+/- since buy484.00%
52-week low$180.20
52-week high$404.23