Bryan Lawrence - Oakcliff Capital – Largest Position Reductions (2026 Q1)
This report summarizes the most meaningful reductions and sell-offs made by Bryan Lawrence - Oakcliff Capital in 2026 Q1. 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 | 102,057 | $121 | Reduced | -19.86% | 5.44% | $12.35M | 2026 Q1 |
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