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Oakcliff Capital (Bryan Lawrence) - FilingSpy
Oakcliff Capital
Bryan Lawrence
$210.82M
13F
2021 Q1
20 of 36 quarters
Overview
Activity
Holdings
Buys
CHTR
Charter Communications, Inc.
$43.25M
+ $2.33M
=
$45.58M
65.4K
+8.5K (+13.00%)
GWRE
Guidewire Software Inc
$12.36M
+ $2.32M
=
$14.68M
96.0K
+48.4K (+50.40%)
AYX
Alteryx Inc
$14.54M
- $2.23M
=
$12.31M
119.3K
+29.0K (+24.30%)
Sells
CDLX
Cardlytics Inc
$38.53M
- $12.60M
=
$25.94M
236.4K left
-33.4K (-12.39%)
CVNA
Carvana Co.
$47.64M
- $23.65M
=
$23.99M
91.4K left
-107.5K (-54.03%)
IBKR
Interactive Brokers Group Inc
$22.38M
- $3.25M
=
$19.13M
261.8K left
-105.5K (-28.72%)
GOOG
Alphabet Inc. (formerly Google Inc.)
$23.26M
- $4.37M
=
$18.90M
9.1K left
-4.1K (-31.21%)
