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 10 of 11 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 18.02% | - | 74,500 | $24.28M | $325.88 | No quote |
| 2 | TDG | TRANSDIGM GROUP INC | 13.57% | - | 49,106 | $18.28M | $372.30 | No quote |
| 3 | SGU | STAR GROUP L P | 12.00% | - | 1,654,387 | $16.16M | $9.77 | No quote |
| 4 | BFH | ALLIANCE DATA SYSTEMS CORP | 11.76% | Add +85.4% | 67,100 | $15.85M | $236.16 | No quote |
| 5 | IBKR | INTERACTIVE BROKERS GROUP IN | 11.74% | Add +24.6% | 285,955 | $15.82M | $55.31 | No quote |
| 6 | GOOG | ALPHABET INC | 10.90% | - | 12,300 | $14.68M | $1193.50 | No quote |
| 7 | KMX | CARMAX INC | 8.65% | Reduce -34.1% | 156,040 | $11.65M | $74.67 | No quote |
| 8 | APPN | APPIAN CORP | 5.73% | - | 233,264 | $7.72M | $33.10 | No quote |
| 9 | CVNA | CARVANA CO | 4.56% | New | 104,020 | $6.15M | $59.09 | No quote |
| 10 | HNRG | HALLADOR ENERGY COMPANY | 2.57% | - | 557,189 | $3.47M | No quote | No quote |
| 11 | BIDU | BAIDU INC | 0.49% | Reduce -93.3% | 2,900 | $663K | $228.62 | No quote |