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Oakcliff Capital (Bryan Lawrence) - FilingSpy
Oakcliff Capital
Bryan Lawrence
$192.87M
13F
2022 Q1
16 of 36 quarters
Overview
Activity
Holdings
Buys
CVNA
Carvana Co.
$21.19M
+ $391.0K
=
$21.58M
91.4K
+89.5K (+97.89%)
IBKR
Interactive Brokers Group Inc
$20.80M
- $1.03M
=
$19.76M
261.8K
+38.0K (+14.51%)
GWRE
Guidewire Software Inc
$16.40M
+ $1.24M
=
$17.64M
144.4K
+42.0K (+29.08%)
Sells
GDRX
EXIT
Goodrx Holdings Inc
$9.68M
- $9.68M
=
Closed
-296.2K shares (100%)
CHTR
Charter Communications, Inc.
$41.64M
- $16.62M
=
$25.02M
45.9K left
-18.0K (-28.18%)
