Bryan Lawrence - Oakcliff Capital

History Stock Activity ▼ Share change % change to portfolio
Q2  2026
≡ GWRE - Guidewire Software Inc. Add 10.06% 14,500 0.66
≡ MCO - Moody's Corp. Buy 34,000 5.74
Q1  2026
≡ GWRE - Guidewire Software Inc. Add 73.33% 61,000 4.02
≡ NRP - Natural Resource Partners Reduce 19.86% 25,294 1.35
Q4  2025
≡ GWRE - Guidewire Software Inc. Add 26.64% 17,500 1.51
≡ NRP - Natural Resource Partners Reduce 24.67% 41,706 1.87
Q3  2025
≡ TDG - TransDigm Group Inc. Add 13.51% 2,877 1.64
≡ NRP - Natural Resource Partners Add 9.83% 15,127 0.69
Q2  2025
≡ LEN - Lennar Corp. Add 13.46% 14,000 0.77
≡ GIL - Gildan Activewear Inc. Add 11.44% 70,000 1.72
≡ CHTR - Charter Communications Sell 100.00% 38,239 7.43
≡ LGIH - LGI Homes Inc. Sell 100.00% 49,996 1.75
Q1  2025
≡ LEN - Lennar Corp. Buy 104,000 6.29
≡ IBKR - Interactive Brokers Group Inc. Reduce 14.01% 168,000 3.66
≡ LGIH - LGI Homes Inc. Reduce 57.04% 66,384 2.32
Q4  2024
≡ GIL - Gildan Activewear Inc. Reduce 0.60% 3,710 0.09
≡ GOOG - Alphabet Inc. CL C Reduce 0.60% 719 0.07
≡ NRP - Natural Resource Partners Reduce 0.60% 936 0.05
≡ SGU - Star Gas Partners LP Reduce 0.60% 6,689 0.04
≡ LGIH - LGI Homes Inc. Reduce 0.60% 708 0.03
≡ TDG - TransDigm Group Inc. Reduce 0.61% 131 0.08
≡ CHTR - Charter Communications Reduce 0.61% 235 0.04
≡ IBKR - Interactive Brokers Group Inc. Reduce 0.98% 11,848 0.27
≡ GWRE - Guidewire Software Inc. Reduce 47.22% 58,752 5.06
Q3  2024
≡ LGIH - LGI Homes Inc. Add 7.83% 8,498 0.51
≡ FNF - Fidelity National Financial Inc. Sell 100.00% 270,000 7.14
Q2  2024
≡ NRP - Natural Resource Partners Buy 154,866 7.42
≡ HNRG - Hallador Energy Sell 100.00% 372,664 1.19
Q1  2024
≡ LGIH - LGI Homes Inc. Add 181.39% 70,000 4.88
≡ IBKR - Interactive Brokers Group Inc. Reduce 10.89% 148,000 2.48
≡ TDG - TransDigm Group Inc. Reduce 11.86% 2,884 2.13
≡ GOOG - Alphabet Inc. CL C Reduce 14.40% 20,000 1.83
≡ GWRE - Guidewire Software Inc. Reduce 16.73% 25,000 1.75
Q4  2023
≡ CHTR - Charter Communications Add 8.15% 2,900 0.71
≡ LGIH - LGI Homes Inc. Buy 38,590 3.23
≡ GWRE - Guidewire Software Inc. Reduce 8.57% 14,000 0.96
Q3  2023
≡ GWRE - Guidewire Software Inc. Reduce 1.21% 2,000 0.12
≡ GOOG - Alphabet Inc. CL C Reduce 13.52% 21,720 1.97
≡ TDG - TransDigm Group Inc. Reduce 24.97% 8,090 4.68
Q2  2023
≡ GIL - Gildan Activewear Inc. Add 9.81% 55,000 1.18
≡ FNF - Fidelity National Financial Inc. Buy 270,000 6.47
≡ SGU - Star Gas Partners LP Reduce 0.83% 9,239 0.08
≡ TDG - TransDigm Group Inc. Reduce 12.90% 4,800 2.86
≡ GWRE - Guidewire Software Inc. Reduce 17.05% 34,000 1.72
≡ GOOG - Alphabet Inc. CL C Reduce 25.75% 55,710 4.49
Q1  2023
≡ GIL - Gildan Activewear Inc. Add 34.39% 143,399 3.32
≡ GOOG - Alphabet Inc. CL C Add 5.88% 12,010 0.87
≡ SGU - Star Gas Partners LP Reduce 14.56% 190,000 1.72
≡ CHTR - Charter Communications Reduce 21.94% 10,000 2.49
≡ TDG - TransDigm Group Inc. Reduce 28.05% 14,500 7.45
Q4  2022
≡ CHTR - Charter Communications Add 20.33% 7,700 1.95
≡ GOOG - Alphabet Inc. CL C Add 5.69% 11,000 0.73
≡ GIL - Gildan Activewear Inc. Buy 417,000 8.52
≡ IBKR - Interactive Brokers Group Inc. Reduce 5.98% 86,400 1.17
≡ TDG - TransDigm Group Inc. Reduce 7.18% 4,000 1.88
≡ LGIH - LGI Homes Inc. Sell 100.00% 75,000 5.13
≡ AYX-OLD - Alteryx Inc. Sell 100.00% 97,847 4.59
Q3  2022
≡ CHTR - Charter Communications Add 4.99% 1,800 0.46
≡ HNRG - Hallador Energy Reduce 29.30% 154,476 0.73
≡ CDLX - Cardlytics Inc. Sell 100.00% 33,974 5.59
Q2  2022
≡ IBKR - Interactive Brokers Group Inc. Add 20.48% 245,600 2.49
≡ CDLX - Cardlytics Inc. Add 11.49% 3,500 0.58
≡ GWRE - Guidewire Software Inc. Add 6.97% 13,000 0.68
≡ GOOG - Alphabet Inc. CL C Add 5.80% 10,600 0.85
≡ LGIH - LGI Homes Inc. Buy 75,000 4.81
≡ CHTR - Charter Communications Reduce 21.36% 9,800 3.38
≡ AYX-OLD - Alteryx Inc. Reduce 49.91% 97,500 3.48
≡ CVNA - Carvana Co. Sell 100.00% 904,640 11.19
Q1  2022
≡ CVNA - Carvana Co. Add 97.89% 447,500 5.54
≡ GWRE - Guidewire Software Inc. Add 29.08% 42,000 2.06
≡ IBKR - Interactive Brokers Group Inc. Add 14.51% 152,000 1.30
≡ CHTR - Charter Communications Reduce 28.18% 18,000 5.09
≡ GDRX - GoodRx Holdings Sell 100.00% 296,233 4.42
Q4  2021
≡ CDLX - Cardlytics Inc. Add 12.26% 3,328 1.00
≡ GWRE - Guidewire Software Inc. Add 0.01% 10 0.00
≡ GDRX - GoodRx Holdings Buy 296,233 4.42
≡ CHTR - Charter Communications Reduce 13.54% 10,000 2.98
Q3  2021
≡ AYX-OLD - Alteryx Inc. Add 31.68% 47,000 1.52
≡ CDLX - Cardlytics Inc. Add 14.80% 3,500 1.30
Q2  2021
≡ SGU - Star Gas Partners LP Reduce 16.61% 260,000 1.26
Q1  2021
≡ GWRE - Guidewire Software Inc. Add 50.40% 48,400 2.33
≡ AYX-OLD - Alteryx Inc. Add 24.30% 29,000 1.14
≡ CHTR - Charter Communications Add 13.00% 8,500 2.49
≡ CDLX - Cardlytics Inc. Reduce 12.39% 3,345 1.74
≡ IBKR - Interactive Brokers Group Inc. Reduce 28.72% 422,000 3.65
≡ GOOG - Alphabet Inc. CL C Reduce 31.21% 82,880 4.06
≡ CVNA - Carvana Co. Reduce 54.03% 537,295 13.38
Q4  2020
≡ AYX-OLD - Alteryx Inc. Add 32.61% 29,347 1.42
≡ GWRE - Guidewire Software Inc. Buy 96,025 4.91
≡ CVNA - Carvana Co. Reduce 5.39% 56,680 1.08
≡ CHTR - Charter Communications Reduce 5.39% 3,726 0.98
≡ TDG - TransDigm Group Inc. Reduce 5.39% 3,175 0.78
≡ IBKR - Interactive Brokers Group Inc. Reduce 5.39% 83,756 0.51
≡ SGU - Star Gas Partners LP Reduce 5.39% 89,220 0.33
≡ HNRG - Hallador Energy Reduce 5.39% 30,049 0.02
≡ GOOG - Alphabet Inc. CL C Reduce 17.78% 57,420 2.00
≡ CDLX - Cardlytics Inc. Reduce 18.91% 6,295 3.57
≡ APPN - Appian Corp. Sell 100.00% 217,138 6.09
≡ CARG - CarGurus Inc. Sell 100.00% 284,046 2.66
Q3  2020
≡ AYX-OLD - Alteryx Inc. Buy 90,000 4.43