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  Bread Financial Holdings Inc. (BFH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2019   Q3 0 0.00 Sell 100.00% 3.20 SEC
2019   Q2 30,963 3.20 Reduce 62.54% 6.57 $140.13 $4,339,000 SEC
2019   Q1 82,650 10.50 $174.98 $14,462,000 SEC
2018   Q4 82,650 10.20 Add 23.17% 1.92 $150.08 $12,404,000 SEC
2018   Q3 67,100 11.76 Add 85.36% 5.42 $236.15 $15,846,000 SEC
2018   Q2 36,200 6.39 Reduce 43.78% 5.14 $233.18 $8,441,000 SEC
2018   Q1 64,387 11.73 Add 34.46% 3.01 $212.85 $13,705,000 SEC
2017   Q4 47,887 10.65 Buy 10.65 $253.47 $12,138,000 SEC