Frederick (Shad) Rowe - Greenbrier Partners Capital Management 13F Activity & Position Changes (Q1 2016)

As of Mar 31, 2016, the Greenbrier Partners Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2016, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - Apple Inc., Berkshire Hathaway Inc. New, Walt Disney Company (The), eBay Inc., CarMax Inc, and 4 more

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2016	AAPL Apple Inc.	Apple Inc.	Sell	-50,000	-11.1%	$43.60K	400,000
Q1 2016	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-50,000	-33.3%	$14.19K	100,000
Q1 2016	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-38,366	-27.7%	$9.93K	100,000
Q1 2016	EBAY eBay Inc.	eBay Inc.	Sell	-168,976	-45.8%	$4.77K	200,000
Q1 2016	KMX CarMax Inc	CarMax Inc	Sell	-100,000	-40.0%	$7.67K	150,000
Q1 2016	LUV Southwest Airlines Company	Southwest Airlines Company	Sell	-140,000	-10.0%	$56.45K	1,260,000
Q1 2016	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-65,709	-10.2%	$66.18K	580,000
Q1 2016	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-50,000	-16.7%	$14.93K	250,000
Q1 2016	WPP WPP plc	WPP plc	Sell	-40,000	-33.3%	$9.31K	80,000