Bryan R. Lawrence
Oakcliff Capital Partners
Oakcliff Capital Partners Portfolio 13F
Bryan R. Lawrence Holdings Activity
- Portfolio value:
- $233.25M≈ (+$2M≈)
- Previous value:
- $231.69M≈
- # of changes:
- 2
- New positions:
- 0
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 17 Feb 2026
Oakcliff Capital Partners has disclosed a total of 2 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 1 position(s).
What stocks did Bryan R. Lawrence buy in 2025 Q4?
During 2025 Q4 Bryan R. Lawrence has bought (GWRE) Guidewire Software Inc (added shares +26.64%).
What did Bryan R. Lawrence invest in during 2025 Q4?
In the 2025 Q4 report(s) the following change has been made to the top investments: (GWRE) Guidewire Software Inc (added shares +26.64%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Guidewire Software Inc
|
+26.64%
|
+17,500
|
83,183
|
+1.51%
|
$201.01
|
-23.56%($153.66)
|
7.17%
|
2020 Q4
|
≈ 5.25 years
|
|
|
|
Natural Resource Partners LP
|
-24.67%
|
-41,706
|
127,351
|
-1.88%
|
$104.40
|
-6.23%($97.90)
|
5.70%
|
2024 Q2
|
≈ 1.75 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.