Bryan R. Lawrence's Top Holdings: GWRE and NRP in December 2025 Portfolio

Bryan R. Lawrence, managing director at Oakcliff Capital Partners, saw his investment strategy focus heavily on Technology and Energy sectors as of December 31, 2025. His portfolio, valued at $233,248,030, showed particular interest in two companies, Guidewire Software (GWRE) and Natural Resource Partners LP (NRP).

Guidewire Software (GWRE), a provider of software for the insurance industry, stands as the largest holding in Bryan R. Lawrence's portfolio, accounting for 7.17% of the total value. As of the reporting date, Lawrence held 83,183 shares worth $16,720,615. This position saw an increase of 26,640 shares (26.64%) during the prior period, indicating a strong conviction in the company's prospects.

Meanwhile, Natural Resource Partners LP (NRP), an energy company focused on natural resources, represented 5.7% of the portfolio with a value of $13,295,444. Lawrence held 127,351 shares in this Energy stock. Notably, the position experienced a reduction, with 41,706 shares (24.67%) sold compared to the previous period.

For more detailed insights into Bryan R. Lawrence's investment profile and performance, you can visit his profile page at Oakcliff Capital Partners investor profile. To explore Guidewire Software (GWRE) or Natural Resource Partners LP (NRP) in the context of insider investing, refer to their respective pages: GWRE and NRP.