Oakcliff Capital Partners' Bryan R. Lawrence Portfolio Update: December 2025 Insights
Bryan R. Lawrence of Oakcliff Capital Partners saw his portfolio valued at $233.25 million as of December 31, 2025. This report highlights key holdings including Guidewire Software and Natural Resource Partners.
By AI Generated.Mar 2, 2026, 3:25 AM
Bryan R. Lawrence, Managing Director at Oakcliff Capital Partners, saw his portfolio valued at $233.25 million as of December 31, 2025.
His largest position is in Guidewire Software Inc (GWRE), representing 7.17% of the portfolio. Lawrence increased his stake by 26.64%, acquiring an additional 17,500 shares.
His other significant holding is in Natural Resource Partners L (NRP), accounting for 5.7% of the assets. Lawrence decreased his position by 24.67%, selling 41,706 shares.