Bryan Lawrence (Oakcliff Capital) is one of my favorite Gurus studied so far.

He has outperformed the market by a wide margin since inception of his fund by building a concentrated portfolio of exceptional businesses and hold them for the long term.

His performance in 2025 was outstanding and he is off to a good start in 2026.

The only position where he is significantly down is Guidewire Software, which got caught in the ‘SaaSpocalypse’.

He actually increased his position of this Property & Casualty insurance software company in Q4, reflecting his belief that GWRE is an ‘AI-Resilient’ software company

Learn more about Bryan Lawrence in my post below 👇

💎