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Focused investors/Bryan Lawrence

Bryan Lawrence - Oakcliff Capital

As of Q2 2026, Bryan Lawrence reported 9 long-equity positions worth $268.45M in aggregate.

Copy-investor backtest

Latest quarter
+3.14%
1-year
+18.18%
3-year
+101.51%
5-year
+54.81%
3-year vs S&P 500
+28.45%
5-year vs S&P 500
-18.69%
5-year top 5
+98.19%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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