Bryan R. Lawrence
Oakcliff Capital Partners
Oakcliff Capital Partners Portfolio 13F
Bryan R. Lawrence Holdings Activity
- Portfolio value:
- $268.45M~ (+$42M~)
- Previous value:
- $226.63M~
- # of changes:
- 2
- New positions:
- 1
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 13 Aug 2026
Oakcliff Capital Partners has disclosed a total of 2 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 1 and bought 1 totally new position(s).
What does Bryan R. Lawrence invest in?
In the latest report(s) the following change has been made to the top investments: (GWRE) Guidewire Software Inc (added shares +10.06%).
2 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Moodys Corp
|
new
|
+34,000
|
34,000
|
+5.74%
|
$452.92
|
+11.03%($502.86)
|
5.74%
|
2026 Q2
|
~0.25 years
|
|
|
|
Guidewire Software Inc
|
+10.06%
|
+14,500
|
158,683
|
+0.66%
|
$123.05
|
+51.20%($186.05)
|
7.27%
|
2020 Q4
|
~5.75 years
|
|
* 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".