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Oakcliff Capital (Bryan Lawrence) - FilingSpy

Bryan Lawrence

Oakcliff Capital

Bryan Lawrence

$225.87M

Overview Activity Holdings

AUM

$225.87M

Positions

10

Top Position

CHTR 23.8%

Top 10

100%

Activity Summary

Notable Trades

Biggest Increase

CDLX

Cardlytics Inc

+35.0K shares

Portfolio Composition

CHTR23.8%

TDG15.4%

CVNA12.2%

GOOG10.8%

CDLX10.1%

GWRE7.6%

7.2%

AYX6.3%

SGU5.9%

HNRG0.7%