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Oakcliff Capital (Bryan Lawrence) - FilingSpy
Oakcliff Capital
Bryan Lawrence
$233.25M
13F
2025 Q4
1 of 36 quarters
Overview
Activity
Holdings
Buys
GWRE
Guidewire Software Inc
$15.10M
+ $1.62M
=
$16.72M
65.7K
+17.5K (+26.64%)
Sells
NRP
Natural Resource Partners LP
$17.75M
- $4.46M
=
$13.30M
127.4K left
-41.7K (-24.67%)
