Oakcliff Capital Partners' Bryan R. Lawrence Activity in Q4 2025
Bryan R. Lawrence, managing director at Oakcliff Capital Partners, saw notable changes in his portfolio during Q4 2025, including increased holdings in Guidewire Software Inc (GWRE) and decreased stakes in Natural Resource Partners LP (NRP).
As part of Oakcliff Capital Partners' investment strategy, managing director Bryan R. Lawrence monitored his portfolio holdings throughout Q4 2025. The disclosed data, available on Oakcliff Capital Partners' profile, shows activity focused on two of his top holdings.
Lawrence demonstrated a clear preference for Technology stocks in this quarter, significantly increasing his stake in Guidewire Software Inc (GWRE). The filing reveals a substantial purchase, with shares held increasing by 26.64% compared to the previous quarter. Investors can explore Guidewire Software Inc's details further on InsiderSet.
Conversely, Lawrence reduced his position in the Energy sector, specifically Natural Resource Partners LP (NRP). The number of shares decreased by a significant 24.67% during the quarter. For more information on Natural Resource Partners LP, visit InsiderSet.
No other changes to top holdings were disclosed for this period. It's important to note that the absence of data does not necessarily mean no activity occurred elsewhere in the portfolio. Investors should always refer to the complete filing for a comprehensive view. Full portfolio details for Bryan R. Lawrence are available on Oakcliff Capital Partners' investor profile.