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 9 of 11 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 16.54% | Add +52.0% | 74,500 | $21.84M | $293.21 | No quote |
| 2 | KMX | CARMAX INC | 13.06% | - | 236,776 | $17.25M | $72.87 | No quote |
| 3 | TDG | TRANSDIGM GROUP INC COM | 12.83% | - | 49,106 | $16.95M | $345.13 | No quote |
| 4 | SGU | STAR GROUP L P | 12.27% | - | 1,654,387 | $16.21M | $9.80 | No quote |
| 5 | IBKR | INTERACTIVE BROKERS GROUP IN | 11.19% | Reduce -6.2% | 229,469 | $14.78M | $64.41 | No quote |
| 6 | GOOG | ALPHABET INC | 10.39% | - | 12,300 | $13.72M | $1115.61 | No quote |
| 7 | BIDU | BAIDU INC | 7.93% | - | 43,100 | $10.47M | $242.99 | No quote |
| 8 | BFH | ALLIANCE DATA SYSTEMS CORP | 6.39% | Reduce -43.8% | 36,200 | $8.44M | $233.18 | No quote |
| 9 | APPN | APPIAN CORP | 6.39% | New | 233,264 | $8.43M | $36.16 | No quote |
| 10 | HNRG | HALLADOR ENERGY COMPANY | 3.01% | Add +39.9% | 557,189 | $3.98M | No quote | No quote |
| 11 | AHGP | ALLIANCE HOLDINGS GP LP | - | Sold | 0 | $0 | No quote | No quote |