Oakcliff Capital Partners' Bryan R. Lawrence Activity in Q1 2026
Bryan R. Lawrence of Oakcliff Capital Partners saw significant changes in his portfolio during the first quarter of 2026, including notable increases in Guidewire Software and decreases in Natural Resource Partners.
As of March 31, 2026, Bryan R. Lawrence, Managing Director at Oakcliff Capital Partners, managed a portfolio valued at approximately $227 million. This period saw notable shifts in his holdings, reflecting strategic adjustments in his investment approach.
The most significant change during this quarter was an increase in holdings of Guidewire Software Inc (GWRE). Lawrence added 61,000 shares, representing a substantial 73.33% increase in his stake in the Technology sector stock. This position now accounts for approximately 9.51% of his total portfolio value. You can view more details about Guidewire Software Inc at https://www.insiderset.com/investors/stocks/GWRE.
Conversely, Lawrence reduced his position in Natural Resource Partners LP (NRP), an Energy sector company. He sold 25,294 shares, resulting in a nearly 20% decrease (-19.86%) in his stake. This position now represents approximately 5.45% of his portfolio. Further information on Natural Resource Partners LP is available at https://www.insiders.com/investors/stocks/NRP.
No other changes to the disclosed holdings are reported for this quarter. For a comprehensive view of Bryan R. Lawrence's investment activity, please visit Oakcliff Capital Partners' profile on Insiderset.