Bryan Lawrence - Oakcliff Capital Partners,
| History | Stock | Activity ▼ | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026 | ||||
| ☰ | NRP - Natural Resource Partners | Reduce 19.86% | 25,294 | 1.13 |
| Q4 2025 | ||||
| ☰ | NRP - Natural Resource Partners | Reduce 24.67% | 41,706 | 1.89 |
| Q2 2025 | ||||
| ☰ | CHTR - Charter Communications | Sell 100.00% | 38,239 | 7.43 |
| ☰ | LGIH - Lgi Homes Inc | Sell 100.00% | 49,996 | 1.75 |
| Q1 2025 | ||||
| ☰ | IBKR - Interactive Brokers Group Inc. | Reduce 14.01% | 42,000 | 3.79 |
| ☰ | LGIH - Lgi Homes Inc | Reduce 57.04% | 66,384 | 3.03 |
| Q4 2024 | ||||
| ☰ | GIL - Gildan Activewear Inc. | Reduce 0.60% | 3,710 | 0.09 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 0.60% | 719 | 0.06 |
| ☰ | LGIH - Lgi Homes Inc | Reduce 0.60% | 708 | 0.04 |
| ☰ | NRP - Natural Resource Partners | Reduce 0.60% | 936 | 0.05 |
| ☰ | SGU - Star Gas Partners LP | Reduce 0.60% | 6,689 | 0.04 |
| ☰ | CHTR - Charter Communications | Reduce 0.61% | 235 | 0.04 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 0.61% | 131 | 0.09 |
| ☰ | IBKR - Interactive Brokers Group Inc. | Reduce 0.98% | 2,962 | 0.21 |
| ☰ | GWRE - Guidewire Software Inc. | Reduce 47.22% | 58,752 | 5.41 |
| Q3 2024 | ||||
| ☰ | FNF - Fidelity National Financial Inc. | Sell 100.00% | 270,000 | 7.14 |
| Q2 2024 | ||||
| ☰ | HNRG - Hallador Energy Company | Sell 100.00% | 372,664 | 1.19 |
| Q1 2024 | ||||
| ☰ | IBKR - Interactive Brokers Group Inc. | Reduce 10.89% | 37,000 | 1.93 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 11.86% | 2,884 | 1.84 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 14.40% | 20,000 | 1.77 |
| ☰ | GWRE - Guidewire Software Inc. | Reduce 16.73% | 25,000 | 1.72 |
| Q4 2023 | ||||
| ☰ | GWRE - Guidewire Software Inc. | Reduce 8.57% | 14,000 | 0.87 |
| Q3 2023 | ||||
| ☰ | GWRE - Guidewire Software Inc. | Reduce 1.21% | 2,000 | 0.10 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 13.52% | 21,720 | 1.75 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 24.97% | 8,090 | 4.82 |
| Q2 2023 | ||||
| ☰ | SGU - Star Gas Partners LP | Reduce 0.83% | 9,239 | 0.08 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 12.90% | 4,800 | 2.46 |
| ☰ | GWRE - Guidewire Software Inc. | Reduce 17.05% | 34,000 | 1.94 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 25.75% | 55,710 | 4.04 |
| Q1 2023 | ||||
| ☰ | SGU - Star Gas Partners LP | Reduce 14.56% | 190,000 | 1.71 |
| ☰ | CHTR - Charter Communications | Reduce 21.94% | 10,000 | 2.53 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 28.05% | 14,500 | 6.81 |
| Q4 2022 | ||||
| ☰ | IBKR - Interactive Brokers Group Inc. | Reduce 5.98% | 21,600 | 1.16 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 7.18% | 4,000 | 1.77 |
| ☰ | LGIH - Lgi Homes Inc | Sell 100.00% | 75,000 | 5.13 |
| ☰ | AYX - Alteryx Inc | Sell 100.00% | 97,847 | 4.59 |
| Q3 2022 | ||||
| ☰ | HNRG - Hallador Energy Company | Reduce 29.30% | 154,476 | 0.62 |
| ☰ | CDLX - Cardlytics Inc. | Sell 100.00% | 33,973 | 5.59 |
| Q2 2022 | ||||
| ☰ | CHTR - Charter Communications | Reduce 21.36% | 9,800 | 2.77 |
| ☰ | AYX - Alteryx Inc | Reduce 49.91% | 97,500 | 3.61 |
| ☰ | CVNA - Carvana Co. | Sell 100.00% | 904,640 | 11.19 |
| Q1 2022 | ||||
| ☰ | CHTR - Charter Communications | Reduce 28.18% | 18,000 | 5.36 |
| ☰ | GDRX - Goodrx Hldgs Inc | Sell 100.00% | 296,233 | 4.42 |
| Q4 2021 | ||||
| ☰ | CHTR - Charter Communications | Reduce 13.54% | 10,000 | 3.22 |
| Q2 2021 | ||||
| ☰ | SGU - Star Gas Partners LP | Reduce 16.61% | 260,000 | 1.31 |
| Q1 2021 | ||||
| ☰ | CDLX - Cardlytics Inc. | Reduce 12.39% | 3,345 | 1.90 |
| ☰ | IBKR - Interactive Brokers Group Inc. | Reduce 28.72% | 105,500 | 2.55 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 31.21% | 4,144 | 2.88 |
| ☰ | CVNA - Carvana Co. | Reduce 54.03% | 537,295 | 10.22 |
| Q4 2020 | ||||
| ☰ | CHTR - Charter Communications | Reduce 5.39% | 3,726 | 1.01 |
| ☰ | CVNA - Carvana Co. | Reduce 5.39% | 56,680 | 1.10 |
| ☰ | HNRG - Hallador Energy Company | Reduce 5.39% | 30,049 | 0.01 |
| ☰ | IBKR - Interactive Brokers Group Inc. | Reduce 5.39% | 20,939 | 0.44 |
| ☰ | SGU - Star Gas Partners LP | Reduce 5.39% | 89,220 | 0.38 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 5.39% | 3,175 | 0.65 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 17.78% | 2,871 | 1.83 |
| ☰ | CDLX - Cardlytics Inc. | Reduce 18.91% | 6,295 | 1.92 |
| ☰ | APPN - Appian Corp | Sell 100.00% | 217,138 | 6.09 |
| ☰ | CARG - Cargurus Inc | Sell 100.00% | 284,046 | 2.66 |
| Q3 2020 | ||||
| ☰ | CVNA - Carvana Co. | Reduce 19.21% | 250,000 | 3.20 |
| Q2 2020 | ||||
| ☰ | CVNA - Carvana Co. | Reduce 14.95% | 228,640 | 1.76 |
| ☰ | KMX - CarMax Inc. | Sell 100.00% | 77,276 | 2.91 |
| Q1 2020 | ||||
| ☰ | KMX - CarMax Inc. | Reduce 26.08% | 27,264 | 1.43 |
| Q3 2019 | ||||
| ☰ | KMX - CarMax Inc. | Reduce 20.53% | 27,000 | 1.73 |
| ☰ | APPN - Appian Corp | Reduce 23.34% | 66,126 | 1.76 |
| ☰ | BFH - Bread Financial Holdings Inc. | Sell 100.00% | 30,963 | 3.20 |
| Q2 2019 | ||||
| ☰ | TDG - TransDigm Group Inc. | Reduce 14.54% | 5,833 | 1.92 |
| ☰ | BFH - Bread Financial Holdings Inc. | Reduce 62.54% | 51,687 | 6.57 |
| Q1 2019 | ||||
| ☰ | CVNA - Carvana Co. | Reduce 1.38% | 16,455 | 0.09 |
| ☰ | KMX - CarMax Inc. | Reduce 15.70% | 24,500 | 1.26 |
| ☰ | TDG - TransDigm Group Inc. | Reduce 18.33% | 9,000 | 2.52 |
| Q4 2018 | ||||
| ☰ | CHTR - Charter Communications | Reduce 17.45% | 13,000 | 3.14 |
| ☰ | BIDU - Baidu Inc. | Sell 100.00% | 2,900 | 0.49 |
| Q3 2018 | ||||
| ☰ | KMX - CarMax Inc. | Reduce 34.10% | 80,736 | 4.45 |
| ☰ | BIDU - Baidu Inc. | Reduce 93.27% | 40,200 | 7.40 |
| Q2 2018 | ||||
| ☰ | IBKR - Interactive Brokers Group Inc. | Reduce 6.15% | 15,027 | 0.86 |
| ☰ | BFH - Bread Financial Holdings Inc. | Reduce 43.78% | 28,187 | 5.14 |
| ☰ | AHGP - Alliance Holdings Gp LP | Sell 100.00% | 48,784 | 1.04 |
| Q1 2018 | ||||
| ☰ | IBKR - Interactive Brokers Group Inc. | Reduce 23.47% | 74,973 | 3.89 |
| ☰ | AHGP - Alliance Holdings Gp LP | Reduce 33.47% | 24,537 | 0.58 |
| ☰ | GOOGL - Alphabet Inc. | Sell 100.00% | 12,300 | 11.29 |
| Q4 2017 | ||||
| ☰ | BIDU - Baidu Inc. | Reduce 22.56% | 12,000 | 2.51 |
| ☰ | IBKR - Interactive Brokers Group Inc. | Reduce 31.13% | 144,419 | 5.49 |
| ☰ | GOOG - Alphabet Inc. CL C | Sell 100.00% | 12,300 | 9.95 |
| ☰ | AXTA - Axalta Coating Systems Ltd. | Sell 100.00% | 324,049 | 7.90 |
| ☰ | ESRX - Express Scripts Hldg Co | Sell 100.00% | 140,844 | 7.52 |
| ☰ | AXON - Axon Enterprise Inc | Sell 100.00% | 318,204 | 6.48 |
| Q3 2017 | ||||
| ☰ | TDG - TransDigm Group Inc. | Reduce 1.25% | 621 | 0.15 |
| ☰ | IBKR - Interactive Brokers Group Inc. | Reduce 4.23% | 20,466 | 0.71 |
| ☰ | SGU - Star Gas Partners LP | Reduce 5.52% | 91,360 | 0.63 |
| ☰ | ESRX - Express Scripts Hldg Co | Reduce 37.58% | 84,793 | 5.01 |
| ☰ | AHGP - Alliance Holdings Gp LP | Reduce 40.67% | 50,265 | 1.10 |
| Q2 2017 | ||||
| ☰ | AXTA - Axalta Coating Systems Ltd. | Reduce 13.37% | 50,000 | 1.54 |
| ☰ | AHGP - Alliance Holdings Gp LP | Reduce 45.04% | 101,264 | 2.66 |