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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 7 of 10 rows. Rows without a quote are marked unavailable.
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 16.09% | - | 484,354 | $16.82M | $34.72 | No quote |
| 2 | SGU | STAR GAS PARTNERS L P | 14.56% | - | 1,654,387 | $15.22M | $9.20 | No quote |
| 3 | ESRX | EXPRESS SCRIPTS HLDG CO | 13.09% | - | 207,637 | $13.69M | No quote | No quote |
| 4 | AXTA | AXALTA COATING SYS LTD | 11.52% | - | 374,049 | $12.04M | $32.20 | No quote |
| 5 | TDG | TRANSDIGM GROUP INC | 10.48% | - | 49,727 | $10.95M | $220.16 | No quote |
| 6 | KMX | CARMAX INC | 9.63% | - | 170,000 | $10.07M | $59.22 | No quote |
| 7 | BIDU | BAIDU INC | 8.78% | - | 53,200 | $9.18M | $172.52 | No quote |
| 8 | GOOG | ALPHABET INC | 7.94% | - | 10,000 | $8.3M | $829.60 | No quote |
| 9 | AHGP | ALLIANCE HOLDINGS GP LP | 5.90% | - | 224,850 | $6.17M | No quote | No quote |
| 10 | HNRG | HALLADOR ENERGY COMPANY | 2.00% | - | 260,578 | $2.09M | No quote | No quote |