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.
Get email alerts when Bryan Lawrence files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 7 of 11 rows. Rows without a quote are marked unavailable.
| 1 | TDG | TRANSDIGM GROUP INC | 22.04% | - | 55,698 | $29.89M | $536.66 | |
| 2 | GOOG | ALPHABET INC | 15.59% | Add +5.8% | 9,665 | $21.14M | $2187.48 | |
| 3 | IBKR | INTERACTIVE BROKERS GROUP IN | 14.65% | Add +20.5% | 361,247 | $19.87M | $55.01 | |
| 4 | CHTR | CHARTER COMMUNICATIONS INC N | 12.46% | Reduce -21.4% | 36,074 | $16.9M | $468.54 | |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 10.44% | Add +7.0% | 199,435 | $14.16M | $70.99 | |
| 6 | SGU | STAR GROUP L P | 8.82% | - | 1,305,167 | $11.97M | $9.17 | |
| 7 | CDLX | CARDLYTICS INC | 5.59% | Add +11.5% | 339,736 | $7.58M | $22.31 | |
| 8 | LGIH | LGI HOMES INC | 4.81% | New | 75,000 | $6.52M | No quote | No quote |
| 9 | AYX | ALTERYX INC | 3.49% | Reduce -49.9% | 97,847 | $4.74M | No quote | No quote |
| 10 | HNRG | HALLADOR ENERGY COMPANY | 2.10% | - | 527,140 | $2.85M | No quote | No quote |
| 11 | CVNA | CARVANA CO | - | Sold | 0 | $0 | No quote | No quote |