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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Filing period

Updated 2026-09-12 from SEC 13F data.

Live quotes available for 8 of 14 rows. Rows without a quote are marked unavailable.


1	IBKR	INTERACTIVE BROKERS GROUP IN	16.59%	Reduce -31.1%	319,469	$18.92M	$59.21	No quote
2	SGU	STAR GROUP L P	15.60%	Add +5.8%	1,654,387	$17.78M	$10.75	No quote
3	TDG	TRANSDIGM GROUP INC	11.83%	-	49,106	$13.49M	$274.61	No quote
4	CHTR	CHARTER COMMUNICATIONS INC N	11.49%	New	39,000	$13.1M	$335.95	No quote
5	GOOGL	ALPHABET INC	11.29%	New	12,300	$12.87M	$1046.34	No quote
6	KMX	CARMAX INC	10.97%	Add +14.7%	195,000	$12.51M	$64.13	No quote
7	BFH	ALLIANCE DATA SYSTEMS CORP	10.65%	New	47,887	$12.14M	$253.47	No quote
8	BIDU	BAIDU INC	8.46%	Reduce -22.6%	41,200	$9.65M	$234.20	No quote
9	AHGP	ALLIANCE HOLDINGS GP LP	1.72%	-	73,321	$1.96M	No quote	No quote
10	HNRG	HALLADOR ENERGY COMPANY	1.39%	-	260,578	$1.59M	No quote	No quote
14	ESRX	EXPRESS SCRIPTS HLDG CO	-	Sold	0	$0	No quote	No quote
13	AXON	AXON ENTERPRISE INC	-	Sold	0	$0	No quote	No quote
12	AXTA	AXALTA COATING SYS LTD	-	Sold	0	$0	No quote	No quote
11	GOOG	ALPHABET INC	-	Sold	0	$0	No quote	No quote