Bryan R. Lawrence's Top Holdings in Q1 2026: Focus on Tech and Energy

As of March 31, 2026, Bryan R. Lawrence, Managing Director at Oakcliff Capital Partners, has demonstrated a focused investment strategy with his portfolio highlighting two significant holdings. His top stock, Guidewire Software Inc (GWRE), represents approximately 9.51% of his total portfolio value of $226,634,133, while Natural Resource Partners LP (NRP) holds a substantial 5.45% allocation.

Guidewire Software Inc (GWRE), operating in the Technology sector, stands out as Lawrence's largest individual holding. The investment comprises 144,183 shares, valued at $21,564,009. Notably, Lawrence increased his stake in GWRE significantly during the prior period, adding 61,000 shares, which represents a substantial 73.33% increase in his position. Investors can explore Bryan R. Lawrence's complete investment profile here or delve into details about Guidewire Software Inc here.

On the other hand, Lawrence's position in Natural Resource Partners LP (NRP), a company in the Energy sector, shows a different trend. His holding consists of 102,057 shares valued at $12,348,897. However, compared to the previous period, Lawrence reduced his stake in NRP by 25,294 shares, resulting in a nearly 20% decrease (-19.86%) in his investment in this energy-focused company. Further information about Natural Resource Partners LP can be found here.