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 8 of 11 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 18.74% | - | 69,100 | $35.24M | $510.04 | |
| 2 | CVNA | CARVANA CO | 16.63% | Reduce -14.9% | 260,223 | $31.28M | $120.20 | |
| 3 | TDG | TRANSDIGM GROUP INC | 13.84% | - | 58,873 | $26.03M | $442.05 | |
| 4 | CDLX | CARDLYTICS INC | 12.38% | - | 332,845 | $23.29M | $69.98 | |
| 5 | GOOG | ALPHABET INC | 12.14% | - | 16,150 | $22.83M | $1413.62 | |
| 6 | IBKR | INTERACTIVE BROKERS GROUP IN | 8.62% | - | 388,286 | $16.22M | $41.77 | |
| 7 | SGU | STAR GROUP L P | 7.71% | - | 1,654,387 | $14.51M | $8.77 | |
| 8 | APPN | APPIAN CORP | 5.92% | - | 217,138 | $11.13M | $51.25 | |
| 9 | CARG | CARGURUS INC | 3.83% | Add +42.7% | 284,046 | $7.2M | No quote | No quote |
| 10 | HNRG | HALLADOR ENERGY COMPANY | 0.19% | - | 557,189 | $365K | No quote | No quote |
| 11 | KMX | CARMAX INC | - | Sold | 0 | $0 | No quote | No quote |