What did Bryan Lawrence buy in Q4 2025?

Bryan Lawrence opened 0 new positions and added to 1 existing holding in the Q4 2025 13F.

What did Bryan Lawrence sell in Q4 2025?

Bryan Lawrence exited 0 positions and trimmed 1.

What Bryan Lawrence bought and sold in Q4 2025

In Q4 2025, Bryan Lawrence (Oakcliff Capital) added to 1, trimmed 1. The book stood at $233M across 8 positions, filed Feb 17, 2026.

0New1Added1Trimmed0Exited

Share𝕏 in

Added to (1)

GWREGuidewire Software Inc+27% shares · 7.2% · $17M

Trimmed (1)

NRPNatural Resource Partners LP-25% shares · 5.7% · $13M

Bryan Lawrence's other filings

Q1 2026 changes Q2 2025 changes Q1 2025 changes Q4 2024 changes

Bryan Lawrence's full portfolio →The whole cohort in Q4 2025 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.