Oakcliff Capital's Bryan R. Lawrence Portfolio Concentration
Bryan R. Lawrence's portfolio as of Dec 31, 2025, shows significant concentration in Technology and Energy sectors, with holdings in Guidewire Software and Natural Resource Partners.
As of December 31, 2025, Bryan R. Lawrence, Managing Director at Oakcliff Capital Partners, holds a substantial portfolio valued at approximately $233.2 million.
His largest position by allocation is in Guidewire Software Inc (GWRE), a Technology company. Lawrence holds 83,183 shares, representing about 7.17% of his total portfolio. The stock's value in his portfolio is approximately $16.7 million. Notably, his holdings in Guidewire have increased by 26.64% compared to the previous period, adding 17,500 shares.
The second-largest allocation in Lawrence's portfolio belongs to Natural Resource Partners L (NRP), an Energy company. He holds 127,351 shares, accounting for roughly 5.7% of the portfolio, with a total stock value of about $13.3 million. However, his position in Natural Resource Partners has decreased, with a reduction of 24.67% in shares (-41,706 shares) since the last reporting period.
For more detailed information on Bryan R. Lawrence's investment profile, visit Oakcliff Capital Partners. You can explore Guidewire Software Inc (GWRE) at InsiderSet and Natural Resource Partners L (NRP) at InsiderSet.