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Oakcliff Capital (Bryan Lawrence) - FilingSpy

Bryan Lawrence

Oakcliff Capital

Bryan Lawrence

$232.14M

Overview Activity Holdings

AUM

$232.14M

Positions

10

Top Position

CHTR 23.0%

Top 10

100%

Activity Summary

Notable Trades

Biggest Decrease

SGU

Star Group, L.p.

-260.0K shares

Portfolio Composition

CHTR23.0%

TDG15.5%

CDLX12.9%

CVNA11.9%

GOOG9.9%

IBKR7.4%

7.0%

SGU6.3%

AYX5.5%

HNRG0.6%