Bryan R. Lawrence's Top Holdings: GWRE and NRP Analysis for 2025

Bryan R. Lawrence, managing director at Oakcliff Capital Partners, saw his investment portfolio reach a substantial value as of December 31, 2025. His top holdings during this period included significant stakes in two distinct companies: Guidewire Software (GWRE) and Natural Resource Partners LP (NRP).

Guidewire Software (GWRE), operating in the Technology sector, stands out as Lawrence's largest position within the top holdings, accounting for 7.17% of his total portfolio value. His stake comprises 83,183 shares worth $16,720,615. Notably, his holdings in Guidewire saw an increase during the reporting period, with a share count growth of 17,500 shares, representing a substantial 26.64% increase from the previous period.

The other major holding is Natural Resource Partners LP (NRP), classified under the Energy sector. This investment represents 5.7% of the portfolio and consists of 127,351 shares valued at $13,295,444. However, Lawrence's position in NRP experienced a decline, with the share count decreasing by 41,706 shares, or -24.67% compared to the prior period.

For more detailed insights into Bryan R. Lawrence's investment profile and Oakcliff Capital Partners' strategies, readers can visit Oakcliff Capital Partners' investor profile. To explore Guidewire Software (GWRE) or Natural Resource Partners LP (NRP) specifically from this investor's perspective, detailed analyses are available at Guidewire Software (GWRE) and Natural Resource Partners LP (NRP) on Insiderset.