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 | TDG | TRANSDIGM GROUP INC | 18.82% | - | 55,698 | $36.29M | $651.53 | |
| 2 | GOOG | ALPHABET INC | 13.23% | - | 9,135 | $25.51M | $2792.99 | |
| 3 | CHTR | CHARTER COMMUNICATIONS INC N | 12.97% | Reduce -28.2% | 45,874 | $25.03M | $545.52 | |
| 4 | CVNA | CARVANA CO | 11.19% | Add +97.9% | 180,928 | $21.58M | $119.29 | |
| 5 | IBKR | INTERACTIVE BROKERS GROUP IN | 10.25% | Add +14.5% | 299,847 | $19.76M | $65.91 | |
| 6 | GWRE | GUIDEWIRE SOFTWARE INC | 9.15% | Add +29.1% | 186,435 | $17.64M | $94.62 | |
| 7 | CDLX | CARDLYTICS INC | 8.69% | - | 304,736 | $16.75M | $54.98 | |
| 8 | SGU | STAR GROUP L P | 7.51% | - | 1,305,167 | $14.49M | $11.10 | |
| 9 | AYX | ALTERYX INC | 7.24% | - | 195,347 | $13.97M | No quote | No quote |
| 10 | HNRG | HALLADOR ENERGY COMPANY | 0.96% | - | 527,140 | $1.85M | No quote | No quote |
| 11 | GDRX | GOODRX HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |