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 reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| 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 |