Oakcliff Capital Partners' Bryan R. Lawrence Portfolio Review: Q1 2026 Activity

As of March 31, 2026, Bryan R. Lawrence's portfolio managed through Oakcliff Capital Partners stands at a total value of $226,634,133. This comprehensive review focuses on observable changes in his top holdings during the most recent quarter.

The investor demonstrated notable buying activity in Technology sector stock, Guidewire Software Inc (GWRE). Lawrence increased his stake in GWRE by 61,000 shares, representing a substantial 73.33% increase in shares from the previous quarter. This significant purchase pushed GWRE's allocation within the portfolio to 9.51%. For more details on Guidewire Software Inc, you can visit their dedicated page.

Conversely, in the Energy sector, Lawrence reduced his position in Natural Resource Partners LP (NRP). He sold 25,294 shares, leading to a -19.86% change in shares and a corresponding decrease in the stock's portfolio allocation to 5.45%. Further information on Natural Resource Partners LP is available at their profile.

While these two positions represent the most significant changes disclosed, it's important to note that the filing does not provide details on other holdings within the portfolio. Investors and analysts should be aware that the absence of data on other assets does not necessarily indicate inactivity across the entire portfolio. For a complete overview of Bryan R. Lawrence's investment activities and profile, you can refer to the full filing on Oakcliff Capital Partners' investor page.