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

Bryan R. Lawrence, Managing Director at Oakcliff Capital Partners, saw his portfolio reach a substantial value of $226,634,133 as of March 31, 2026. This comprehensive analysis focuses on his top holdings, which represent significant portions of his investment strategy.

Guidewire Software Inc (GWRE), operating in the Technology sector, stands as one of Bryan R. Lawrence's largest holdings, accounting for 9.51% of his portfolio. His stake comprises 144,183 shares valued at $21,564,009. Notably, his position in Guidewire Software has seen significant growth, with a 73.33% increase in shares during the prior period, adding 61,000 shares.

Bryan R. Lawrence also maintains a substantial position in Natural Resource Partners LP (NRP), a company in the Energy sector. Representing 5.45% of his portfolio, his 102,057 shares are valued at $12,348,897. However, his investment in NRP experienced a decline, with a decrease of 19.86% in shares during the prior period, equivalent to shedding 25,294 shares.

For more detailed information on Bryan R. Lawrence's investment profile, you can visit Oakcliff Capital Partners investor profile. To explore Guidewire Software Inc (GWRE) or Natural Resource Partners LP (NRP) from an insider perspective, check out their respective pages: GWRE and NRP.