Bryan Lawrence - Oakcliff Capital Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $226,634,133
Holdings Activity Buys Sells    History
Holding/activity history for  Natural Resource Partners L.P. (NRP)
← All NRP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 102,057 5.45 Reduce 19.86% 1.13 $103.56–128.60 · VW $118.23i $12,348,897 SEC
2025   Q4 127,351 5.70 Reduce 24.67% 1.89 $100.65–109.95 · VW $104.46i $13,295,444 SEC
2025   Q3 169,057 7.66 Add 9.83% 0.69 $94.80–106.99 · VW $102.33i $17,750,985 SEC
2025   Q2 153,930 7.35 $95.51 $14,701,854 SEC
2025   Q1 153,930 8.43 $103.90 $15,993,327 SEC
2024   Q4 153,930 8.74 Reduce 0.60% 0.05 $93.01–113.04 · VW $104.55i $17,086,230 SEC
2024   Q3 154,866 7.62 $97.80 $15,145,895 SEC
2024   Q2 154,866 7.42 Buy 7.42 $85.50–96.95 · VW $90.54i $13,882,188 SEC
Price snapshot:
Current price$99.80
Avg. buy price$91.01
+/- since buy9.65%
52-week low$93.68
52-week high$127.10