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Oakcliff Capital (Bryan Lawrence) - FilingSpy
Oakcliff Capital
Bryan Lawrence
$218.90M
13F
2021 Q4
17 of 36 quarters
Overview
Activity
Holdings
Buys
GDRX
NEW
Goodrx Holdings Inc
$9.68M
+296.2K shares
CDLX
Cardlytics Inc
$22.79M
- $2.65M
=
$20.14M
271.4K
+33.3K (+12.26%)
GWRE
Guidewire Software Inc
$17.17M
- $770.0K
=
$16.40M
144.4K
+10 (+0.01%)
Sells
CHTR
Charter Communications, Inc.
$53.75M
- $12.10M
=
$41.64M
63.9K left
-10.0K (-13.54%)
