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Oakcliff Capital (Bryan Lawrence) - FilingSpy
Oakcliff Capital
Bryan Lawrence
$114.00M
13F
2017 Q4
33 of 36 quarters
Overview
Activity
Holdings
Buys
CHTR
NEW
Charter Communications, Inc.
$13.10M
+39.0K shares
GOOGL
NEW
Alphabet Inc. (formerly Google Inc.)
$12.87M
+12.3K shares
BFH
NEW
Bread Financial Holdings Inc
$12.14M
+47.9K shares
SGU
Star Group, L.p.
$17.74M
+ $44.0K
=
$17.78M
1.56M
+91.4K (+5.85%)
KMX
Carmax Inc
$12.89M
- $382.0K
=
$12.51M
170.0K
+25.0K (+14.71%)
Sells
GOOG
EXIT
Alphabet Inc. (formerly Google Inc.)
$11.80M
- $11.80M
=
Closed
-12.3K shares (100%)
AXON
EXIT
Axon Enterprise Inc
$7.68M
- $7.68M
=
Closed
-318.2K shares (100%)
ESRX
EXIT
Express Scripts Holding Co
$8.92M
- $8.92M
=
Closed
-140.8K shares (100%)
AXTA
EXIT
Axalta Coating Systems Ltd.
$9.37M
- $9.37M
=
Closed
-324.0K shares (100%)
IBKR
Interactive Brokers Group Inc
$20.89M
- $1.98M
=
$18.91M
319.5K left
-144.4K (-31.13%)
BIDU
Baidu Inc
$13.18M
- $3.53M
=
$9.65M
41.2K left
-12.0K (-22.56%)
