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Oakcliff Capital (Bryan Lawrence) - FilingSpy
Oakcliff Capital
Bryan Lawrence
$158.87M
13F
2023 Q4
9 of 36 quarters
Overview
Activity
Holdings
Buys
LGIH
NEW
Lgi Homes, Inc.
$5.14M
+38.6K shares
CHTR
Charter Communications, Inc.
$15.65M
- $692.1K
=
$14.95M
35.6K
+2.9K (+8.15%)
Sells
GWRE
Guidewire Software Inc
$14.71M
+ $1.59M
=
$16.29M
149.4K left
-14.0K (-8.57%)