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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These are the positions the manager opened or added to this quarter, showing where they put more money to work. 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 |