What Bryan Lawrence bought and sold in Q1 2026

In Q1 2026, Bryan Lawrence (Oakcliff Capital) added to 1. The book stood at $227M across 8 positions, filed May 15, 2026.

0New1Added0Trimmed0Exited

Share𝕏 in

Added to (1)

GWREGuidewire Software Inc+73% shares · 9.5% · $22M

Bryan Lawrence's other filings

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

Bryan Lawrence's full portfolio →The whole cohort in Q1 2026 →

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.