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.
Get email alerts when Bryan Lawrence files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 9 of 10 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 17.91% | - | 61,500 | $24.3M | $395.19 | No quote |
| 2 | IBKR | INTERACTIVE BROKERS GROUP IN | 13.74% | - | 343,955 | $18.64M | $54.20 | No quote |
| 3 | TDG | TRANSDIGM GROUP INC | 12.22% | Reduce -14.5% | 34,273 | $16.58M | $483.79 | No quote |
| 4 | SGU | STAR GROUP L P | 12.18% | - | 1,654,387 | $16.53M | $9.99 | No quote |
| 5 | GOOG | ALPHABET INC | 11.63% | Add +18.7% | 14,600 | $15.78M | $1080.89 | No quote |
| 6 | CVNA | CARVANA CO | 10.87% | - | 235,729 | $14.75M | $62.59 | No quote |
| 7 | KMX | CARMAX INC | 8.42% | - | 131,540 | $11.42M | $86.83 | No quote |
| 8 | APPN | APPIAN CORP | 7.53% | - | 283,264 | $10.22M | $36.07 | No quote |
| 9 | BFH | ALLIANCE DATA SYSTEMS CORP | 3.20% | Reduce -62.5% | 30,963 | $4.34M | $140.13 | No quote |
| 10 | HNRG | HALLADOR ENERGY COMPANY | 2.31% | - | 557,189 | $3.14M | No quote | No quote |