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 and Natural Resource Partners, with notable changes in shares.
As of March 31, 2026, Bryan R. Lawrence's portfolio with Oakcliff Capital Partners is valued at approximately $226.6 million. His top holdings include positions in two distinct sectors, reflecting a diversified approach to investing.
Leading the portfolio is a Technology stock, Guidewire Software Inc (GWRE). Lawrence holds a substantial position in GWRE, which accounts for 9.51% of his total portfolio value. The position has seen a significant increase, with a 73.33% rise in shares compared to the previous period. This substantial growth indicates a strong confidence in the technology sector, particularly in Guidewire Software. You can learn more about Guidewire Software Inc here: https://www.insiderset.com/investors/stocks/GWRE.
In the Energy sector, Natural Resource Partners LP (NRP) represents another key holding, comprising 5.45% of the portfolio. However, this position has experienced a notable decrease, with a 19.86% reduction in shares from the prior period. This suggests a strategic shift or a reassessment of the energy sector's role in his investment strategy. For more details on Natural Resource Partners LP, visit: https://www.insiderset.com/investors/stocks/NRP.
For a complete overview of Bryan R. Lawrence's investment profile with Oakcliff Capital Partners, you can visit: https://www.insiderset.com/investor/bryan-r-lawrence-oakcliff-capital-partners.