Bryan Lawrence - Oakcliff Capital
As of Q1 2026, Bryan Lawrence reported 8 long-equity positions worth $226.63M in aggregate.
Copy-investor backtest
- Latest quarter
- +1.59%
- 1-year
- +24.56%
- 3-year
- +112.50%
- 3-year top 5
- +171.72%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 8 of 11 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 19.02% | Reduce -13.5% | 63,874 | $41.64M | $651.97 | |
| 2 | TDG | TRANSDIGM GROUP INC | 16.19% | - | 55,698 | $35.44M | $636.29 | |
| 3 | GOOG | ALPHABET INC | 12.08% | - | 9,135 | $26.43M | $2893.60 | |
| 4 | CVNA | CARVANA CO | 9.68% | - | 91,428 | $21.19M | $231.79 | |
| 5 | IBKR | INTERACTIVE BROKERS GROUP IN | 9.50% | - | 261,847 | $20.8M | $79.42 | |
| 6 | CDLX | CARDLYTICS INC | 9.20% | Add +12.3% | 304,736 | $20.14M | $66.09 | |
| 7 | GWRE | GUIDEWIRE SOFTWARE INC | 7.49% | Add +0.0% | 144,435 | $16.4M | $113.53 | |
| 8 | SGU | STAR GROUP L P | 6.42% | - | 1,305,167 | $14.06M | $10.77 | |
| 9 | AYX | ALTERYX INC | 5.40% | - | 195,347 | $11.82M | No quote | No quote |
| 10 | GDRX | GOODRX HLDGS INC | 4.42% | New | 296,233 | $9.68M | No quote | No quote |
| 11 | HNRG | HALLADOR ENERGY COMPANY | 0.59% | - | 527,140 | $1.3M | No quote | No quote |