Bryan R. Lawrence's Top Holdings in Q4 2025: Technology and Energy Focus
Bryan R. Lawrence's portfolio, valued at over $233 million as of December 31, 2025, features significant holdings in Guidewire Software (GWRE) and Natural Resource Partners (NRP), with notable increases and decreases in shares.
As of December 31, 2025, Bryan R. Lawrence's portfolio at Oakcliff Capital Partners is valued at approximately $233.25 million. His top holdings reflect a focus on Technology and Energy sectors, with Guidewire Software (GWRE) and Natural Resource Partners (NRP) leading the portfolio allocation.
Guidewire Software (GWRE), a provider of software for the insurance industry, represents about 7.17% of the portfolio. Lawrence increased his stake in GWRE by 26.64% during the prior period, adding 17,500 shares. This significant increase suggests confidence in the company's prospects.
Natural Resource Partners (NRP), a limited partnership focused on energy infrastructure, accounts for approximately 5.7% of the portfolio. Lawrence reduced his position in NRP by 24.67%, selling 41,706 shares. This decrease indicates a potential shift in strategic outlook or risk assessment for this energy-focused investment.
For detailed insights into Bryan R. Lawrence's investment activities, visit Oakcliff Capital Partners investor profile. You can explore Guidewire Software's investment landscape at GWRE and Natural Resource Partners' profile at NRP.