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 12 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 17.15% | - | 61,500 | $25.35M | $412.11 | No quote |
| 2 | IBKR | INTERACTIVE BROKERS GROUP IN | 12.51% | - | 343,955 | $18.5M | $53.78 | No quote |
| 3 | TDG | TRANSDIGM GROUP INC | 12.07% | - | 34,273 | $17.85M | $520.67 | No quote |
| 4 | GOOG | ALPHABET INC | 12.04% | - | 14,600 | $17.8M | $1218.97 | No quote |
| 5 | SGU | STAR GROUP L P | 10.60% | - | 1,654,387 | $15.67M | $9.47 | No quote |
| 6 | CVNA | CARVANA CO | 10.52% | - | 235,729 | $15.56M | $66.00 | No quote |
| 7 | APPN | APPIAN CORP | 6.98% | Reduce -23.3% | 217,138 | $10.31M | $47.50 | No quote |
| 8 | CDLX | CARDLYTICS INC | 6.37% | New | 281,064 | $9.42M | $33.52 | No quote |
| 9 | KMX | CARMAX INC | 6.22% | Reduce -20.5% | 104,540 | $9.2M | $88.00 | No quote |
| 10 | CARG | CARGURUS INC | 4.17% | New | 199,046 | $6.16M | No quote | No quote |
| 11 | HNRG | HALLADOR ENERGY COMPANY | 1.36% | - | 557,189 | $2.02M | No quote | No quote |
| 12 | BFH | ALLIANCE DATA SYSTEMS CORP | - | Sold | 0 | $0 | No quote | No quote |