Bryan R. Lawrence's Portfolio Shows Significant Shifts in Q1 2026
Bryan R. Lawrence's portfolio, valued at approximately $226.6 million as of March 31, 2026, saw a substantial increase in holdings of Guidewire Software Inc. (GWRE) while decreasing exposure to Natural Resource Partners LP (NRP).
As of March 31, 2026, Bryan R. Lawrence's portfolio managed by Oakcliff Capital Partners held a total value of approximately $226.6 million.
Among the top holdings, there was a significant increase in shares of Guidewire Software Inc. (GWRE), a Technology company. Lawrence added 61,000 shares, representing a 73.33% increase from the previous period, boosting its portfolio allocation to 9.51%.
Conversely, holdings in Natural Resource Partners LP (NRP), an Energy company, decreased. Lawrence reduced the position by 25,294 shares, a 19.86% decline, lowering its portfolio weight to 5.45%.
For more detailed information on Bryan R. Lawrence's investment activities, please visit Oakcliff Capital Partners' investor profile. Detailed analysis of individual stock positions like Guidewire Software Inc. (GWRE) can be found at GWRE's stock page and NRP's stock page.