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 6 of 10 rows. Rows without a quote are marked unavailable.
| 1 | TDG | TRANSDIGM GROUP INC | 24.57% | - | 55,698 | $29.23M | $524.81 | |
| 2 | IBKR | INTERACTIVE BROKERS GROUP IN | 19.41% | - | 361,247 | $23.09M | $63.91 | |
| 3 | GOOG | ALPHABET INC | 15.63% | -20:1 split | 193,300 | $18.59M | $96.15 | |
| 4 | GWRE | GUIDEWIRE SOFTWARE INC | 10.32% | - | 199,435 | $12.28M | $61.58 | |
| 5 | CHTR | CHARTER COMMUNICATIONS INC N | 9.66% | Add +5.0% | 37,874 | $11.49M | $303.35 | |
| 6 | SGU | STAR GROUP L P | 8.92% | - | 1,305,167 | $10.61M | $8.13 | |
| 7 | LGIH | LGI HOMES INC | 5.13% | - | 75,000 | $6.1M | No quote | No quote |
| 8 | AYX | ALTERYX INC | 4.59% | - | 97,847 | $5.46M | No quote | No quote |
| 9 | HNRG | HALLADOR ENERGY COMPANY | 1.76% | Reduce -29.3% | 372,664 | $2.09M | No quote | No quote |
| 10 | CDLX | CARDLYTICS INC | - | Sold | 0 | $0 | No quote | No quote |