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Oakcliff Capital (Bryan Lawrence) - FilingSpy
Oakcliff Capital
Bryan Lawrence
$135.62M
13F
2022 Q2
15 of 36 quarters
Overview
Activity
Holdings
Buys
LGIH
NEW
Lgi Homes, Inc.
$6.52M
+75.0K shares
GOOG
Alphabet Inc
$25.51M
- $4.37M
=
$21.14M
9.1K
+530 (+5.80%)
IBKR
Interactive Brokers Group Inc
$19.76M
+ $109.0K
=
$19.87M
299.8K
+61.4K (+20.48%)
GWRE
Guidewire Software Inc
$17.64M
- $3.48M
=
$14.16M
186.4K
+13.0K (+6.97%)
CDLX
Cardlytics Inc
$16.75M
- $9.17M
=
$7.58M
304.7K
+35.0K (+11.49%)
Sells
CVNA
EXIT
Carvana Co.
$21.58M
- $21.58M
=
Closed
-180.9K shares (100%)
CHTR
Charter Communications, Inc.
$25.02M
- $8.12M
=
$16.90M
36.1K left
-9.8K (-21.36%)
AYX
Alteryx Inc
$13.97M
- $9.23M
=
$4.74M
97.8K left
-97.5K (-49.91%)
