As of Q1 2026, this manager reported 8 long-equity positions worth $226.63M in aggregate.
As of Q1 2026, Bryan Lawrence's Oakcliff Capital held 8 long-equity positions with a reported value of $226.63M.
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This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| GWRE | GUIDEWIRE SOFTWARE INC | Add +73.3% | 9.51% | 144,183 | $21.56M | $149.56 | $120.37 - $200.92(36%)$187.63 -> $149.56 |
| NRP | NATURAL RESOURCE PARTNERS LP | Reduce -19.9% | 5.45% | 102,057 | $12.35M | $121.00 | $103.56 - $128.60(70%)$104.01 -> $121.00 |