Oakcliff Capital's Bryan R. Lawrence Portfolio Activity: Q4 2025 Insights
Bryan R. Lawrence's portfolio at Oakcliff Capital Partners saw notable changes in Q4 2025, featuring significant increases in Guidewire Software and decreases in Natural Resource Partners.
As of December 31, 2025, Bryan R. Lawrence's portfolio at Oakcliff Capital Partners stood at approximately $233.2 million. Analysis of the disclosed holdings reveals specific activity in the Technology and Energy sectors during the quarter.
Notably, Lawrence increased his stake in Technology sector company Guidewire Software Inc (GWRE). The position saw an increase of 26.64% in shares during the quarter, indicating strong confidence in this stock. Investors interested in exploring Guidewire Software can find more details here: Guidewire Software Inc (GWRE).
Conversely, in the Energy sector, Lawrence reduced his position in Natural Resource Partners L (NRP) by 24.67% during the quarter. This significant decrease suggests a strategic shift away from this investment. Further information about Natural Resource Partners can be found here: Natural Resource Partners L (NRP).
For a comprehensive view of Bryan R. Lawrence's investment activities and background, please visit his profile: Bryan R. Lawrence at Oakcliff Capital Partners.