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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
+3.51%
1-year
+18.61%
3-year
+99.54%
5-year
+53.15%
3-year vs S&P 500
+25.95%
5-year vs S&P 500
-20.89%
5-year top 5
+99.21%

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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Bryan Lawrence - pick another manager

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