Bryan Lawrence — Recent Buys
Oakcliff Capital Partners · New and increased positions in the Q2 '26 13F filing.
Filed August 13, 2026 · Last updated
Bryan Lawrence opened 1 new positions and increased 1 existing holdings in the Q2 '26 filing — a combined buy footprint of $34.9M. Largest new position: MOODY'S CORP at $15.4M.
New positions (1)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| MCO | MOODY'S CORP | 34000 | $15.4M | 5.74% |
Increased positions (1)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| GWRE | GUIDEWIRE SOFTWARE INC | 158683 | $19.5M | 7.27% | +10.1% |