Bryan Lawrence - Oakcliff Capital – Largest Position Reductions (2025 Q4)
This report summarizes the most meaningful reductions and sell-offs made by Bryan Lawrence - Oakcliff Capital in 2025 Q4. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| NRP | 127,351 | $104.4 | Reduced | -24.67% | 5.71% | $13.3M | 2025 Q4 |
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