Bryan Lawrence – Oakcliff Capital Portfolio | DataHeimdall

Bryan Lawrence

Oakcliff Capital·CIK 1657335

9

Positions

$118.9M

Portfolio Value

36

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q3 2022

TDG

IBKR

GOOG

GWRE

CHTR

SGU

LGIH

AYX

HNRG

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023

#	Ticker	Company	Weight	Shares	Value	Change
1	CDLX	CARDLYTICS INC	5.59%	339,736	$7,580,000	SOLD
2	CHTR	CHARTER COMMUNICATIONS INC N	9.66%	37,874	$11,489,000