Bryan R. Lawrence's Top Holdings in Oakcliff Capital Partners Portfolio
Bryan R. Lawrence's portfolio as of March 31, 2026, includes significant positions in Guidewire Software (GWRE) and Natural Resource Partners (NRP), with notable increases and decreases respectively.
As of March 31, 2026, Bryan R. Lawrence's portfolio with Oakcliff Capital Partners is valued at approximately $226.6 million. The top holdings include positions in two distinct sectors, reflecting a diversified approach to investing.
Leading the portfolio is a Technology stock, Guidewire Software (GWRE). Lawrence holds a substantial position in this company, which represents about 9.51% of the total portfolio value. The position has seen a significant increase, with a 73.33% rise in shares compared to the previous period. Investors can learn more about Guidewire Software by visiting this link.
In the Energy sector, Natural Resource Partners (NRP) is a key holding, accounting for 5.45% of the portfolio. However, this position has experienced a notable decrease, with a 19.86% reduction in shares from the prior period. For more details on Natural Resource Partners, readers can explore this resource.
These changes highlight Lawrence's active management style, with a focus on capitalizing on growth opportunities while strategically adjusting positions in sectors facing headwinds.