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  Lgi Homes Inc (LGIH)
← All LGIH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 1.75 $47.17–67.85 · VW $54.75i SEC
2025   Q1 49,996 1.75 Reduce 57.04% 3.03 $64.30–97.25 · VW $77.02i $3,323,234 SEC
2024   Q4 116,380 5.32 Reduce 0.60% 0.04 $87.06–119.99 · VW $102.67i $10,404,372 SEC
2024   Q3 117,088 6.98 Add 7.83% 0.51 $84.00–125.83 · VW $109.07i $13,877,269 SEC
2024   Q2 108,590 5.20 $89.49 $9,717,719 SEC
2024   Q1 108,590 7.57 Add 181.39% 4.88 $105.60–132.23 · VW $117.48i $12,636,618 SEC
2023   Q4 38,590 3.23 Buy 3.23 $84.16–136.89 · VW $111.11i $5,138,644 SEC
2022   Q4 0 0.00 Sell 100.00% 5.13 $74.61–107.63 · VW $92.37i SEC
2022   Q3 75,000 5.13 $81.37 $6,103,000 SEC
2022   Q2 75,000 4.81 Buy 4.81 $71.73–105.33 · VW $92.53i $6,518,000 SEC