Bryan R. Lawrence's Top Holdings in Oakcliff Capital Partners Portfolio
Bryan R. Lawrence's portfolio as of December 31, 2025, includes significant holdings in Guidewire Software (GWRE) and Natural Resource Partners (NRP), with notable increases and decreases in shares respectively.
As of December 31, 2025, Bryan R. Lawrence's portfolio with Oakcliff Capital Partners is valued at approximately $233.2 million. His top holdings include significant positions in two distinct sectors, reflecting a diversified approach to investing.
Guidewire Software (GWRE), a leader in the technology sector, represents 7.17% of his portfolio. Lawrence increased his stake in GWRE by 26.64% during the prior period, demonstrating a strong confidence in this Technology stock. For more detailed analysis of Guidewire Software, visit Insiderset.
In the Energy sector, Natural Resource Partners (NRP) holds a 5.7% allocation in the portfolio. However, Lawrence reduced his position in NRP by 24.67% compared to the previous period, indicating a shift in his investment strategy towards this particular Energy stock. For more information on Natural Resource Partners, visit Insiderset.
For a complete profile of Bryan R. Lawrence's investment activities, including all holdings and transactions, visit Oakcliff Capital Partners.