Bryan R. Lawrence's Oakcliff Capital Portfolio Shows Significant Quarterly Shifts in Tech and Energy
Bryan R. Lawrence's portfolio, valued at $233.25 million as of Dec 31, 2025, saw major increases in Guidewire Software (GWRE) and decreases in Natural Resource Partners (NRP) during the quarter.
As of December 31, 2025, Bryan R. Lawrence's portfolio managed by Oakcliff Capital Partners stood at a total value of $233.25 million. Analysis of the top holdings reveals notable quarterly changes in specific sectors.
Among the significant movements, Bryan R. Lawrence increased his stake in Guidewire Software (GWRE). The position saw an increase of 17,500 shares, representing a 26.64% change from the prior period, adding $16.72 million to the portfolio value. This position now accounts for approximately 7.17% of the total portfolio. For more details on Guidewire Software, visit https://www.insiderset.com/investors/stocks/GWRE.
Conversely, the investor reduced his position in Natural Resource Partners (NRP) significantly. The stake decreased by 24,670 shares, a 24.67% reduction from the previous quarter, resulting in a value decrease of $13.30 million. This position now represents about 5.7% of the portfolio. Further information on Natural Resource Partners can be found at https://www.insiders.com/investors/stocks/NRP.
Bryan R. Lawrence's portfolio continues to allocate capital across Technology and Energy sectors, with these top holdings showing distinct directional changes during the most recent quarter. For a complete view of Bryan R. Lawrence's investment profile, including all holdings, visit Oakcliff Capital Partners' investor profile.