Bryan R. Lawrence
Oakcliff Capital Partners
Bryan R. Lawrence Natural Resource Partners LP stake
total: 26
Oakcliff Capital Partners NRP trades
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 1
- Reduced:
- 3
- Held since:
- 2024 Q2
- Held for:
- 8 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Bryan R. Lawrence holds 102,057 Natural Resource Partners LP (NRP) shares with a market value of roughly $12.35M accounting for 5.45% of the overall portfolio. To date, the estimated cost basis is nearly $91.01 for "buy" trades and estimated average "sell" price is $110.67. Oakcliff Capital Partners first purchased NRP in 2024 Q2, initially acquiring 154,866 shares. Since the initial investment in Natural Resource Partners LP (NRP), Oakcliff Capital Partners has made 4 more transactions.
When did Bryan R. Lawrence buy Natural Resource Partners LP (NRP)?
Bryan R. Lawrence first invested in Natural Resource Partners LP (NRP) in 2024 Q2 at the reported quarter-end price of $89.64 per share.
What's the cost basis of Oakcliff Capital Partners's NRP stake?
The estimated cost basis for Natural Resource Partners LP (NRP) stake is around $91.01 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $91.01
- Weighted AVG sell price:
- $110.67
Bryan R. Lawrence's historical trades in Natural Resource Partners LP
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
5.45%
|
102,057
|
$121.00
|
$12,348,897
|
-19.86% (-25,294)
|
-1.31%
|
|
2025 Q4
|
5.70%
|
127,351
|
$104.40
|
$13,295,444
|
-24.67% (-41,706)
|
-1.88%
|
|
2025 Q3
|
7.66%
|
169,057
|
$105.00
|
$17,750,985
|
+9.83% (+15,127)
|
+0.69%
|
|
2024 Q4
|
8.74%
|
153,930
|
$111.00
|
$17,086,230
|
-0.60% (-936)
|
-0.05%
|
|
2024 Q2
|
7.42%
|
154,866
|
$89.64
|
$13,882,188
|
new
|
+7.42%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.