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 | IBKR | INTERACTIVE BROKERS GROUP IN | 15.46% | Add +20.3% | 343,955 | $18.8M | $54.65 | No quote |
| 2 | CHTR | CHARTER COMMUNICATIONS INC N | 14.41% | Reduce -17.4% | 61,500 | $17.53M | $284.98 | No quote |
| 3 | TDG | TRANSDIGM GROUP INC | 13.73% | - | 49,106 | $16.7M | $340.06 | No quote |
| 4 | SGU | STAR GROUP L P | 12.71% | - | 1,654,387 | $15.45M | $9.34 | No quote |
| 5 | GOOG | ALPHABET INC | 10.47% | - | 12,300 | $12.74M | $1035.61 | No quote |
| 6 | BFH | ALLIANCE DATA SYSTEMS CORP | 10.20% | Add +23.2% | 82,650 | $12.4M | $150.08 | No quote |
| 7 | KMX | CARMAX INC | 8.05% | - | 156,040 | $9.79M | $62.73 | No quote |
| 8 | CVNA | CARVANA CO | 6.43% | Add +129.8% | 239,020 | $7.82M | $32.71 | No quote |
| 9 | APPN | APPIAN CORP | 6.22% | Add +21.4% | 283,264 | $7.57M | $26.71 | No quote |
| 10 | HNRG | HALLADOR ENERGY COMPANY | 2.32% | - | 557,189 | $2.83M | No quote | No quote |
| 11 | BIDU | BAIDU INC | - | Sold | 0 | $0 | No quote | No quote |