Bryan R. Lawrence's Portfolio Shows Significant Shifts in Q1 2026
Bryan R. Lawrence's portfolio saw a significant increase in Guidewire Software Inc. while reducing Natural Resource Partners LP holdings in the first quarter of 2026.
As of March 31, 2026, Bryan R. Lawrence's portfolio managed by Oakcliff Capital Partners totaled approximately $226.6 million. Analysis of the portfolio reveals notable changes in key holdings during the most recent quarter.
Among the top holdings, Bryan R. Lawrence significantly increased his stake in Guidewire Software Inc (GWRE). The position saw a substantial share increase of 73.33%, adding 61,000 shares to reach a total of 144,183 shares. This stock currently represents 9.51% of the total portfolio value and can be explored further at https://www.insiderset.com/investors/stocks/GWRE.
Conversely, the investor reduced his position in Natural Resource Partners LP (NRP) during the quarter. The holding decreased by 19.86%, with a reduction of 25,294 shares bringing the total down to 102,057 shares. This stock accounts for 5.45% of the portfolio and more details are available at https://www.insiderset.com/investors/stocks/NRP.
For a complete overview of Bryan R. Lawrence's investment activities, visit his profile at https://www.insiderset.com/investor/bryan-r-lawrence-oakcliff-capital-partners.