Bryan R. Lawrence Portfolio Update: March 2026 Holdings

Oakcliff Capital Partners' Bryan R. Lawrence saw his portfolio valued at $226.6 million as of March 31, 2026.

His Technology holding in Guidewire Software (GWRE) increased significantly, with a 73.3% rise in shares and a current portfolio allocation of 9.51%. Lawrence's stake in Energy company Natural Resource Partners LP (NRP) decreased by 19.9% during the period, now representing 5.45% of the portfolio.