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Oakcliff Capital (Bryan Lawrence) - FilingSpy
Oakcliff Capital
Bryan Lawrence
$134.06M
13F
2022 Q4
13 of 36 quarters
Overview
Activity
Holdings
Buys
GIL
NEW
Gildan Activewear Inc.
$11.43M
+417.0K shares
GOOG
Alphabet Inc
$18.59M
- $458.0K
=
$18.13M
193.3K
+11.0K (+5.69%)
CHTR
Charter Communications, Inc.
$11.49M
+ $3.96M
=
$15.45M
37.9K
+7.7K (+20.33%)
Sells
AYX
EXIT
Alteryx Inc
$5.46M
- $5.46M
=
Closed
-97.8K shares (100%)
LGIH
EXIT
Lgi Homes, Inc.
$6.10M
- $6.10M
=
Closed
-75.0K shares (100%)
TDG
Transdigm Group Inc
$29.23M
+ $3.32M
=
$32.55M
51.7K left
-4.0K (-7.18%)
IBKR
Interactive Brokers Group Inc
$23.09M
+ $1.49M
=
$24.57M
339.6K left
-21.6K (-5.98%)