Frederick (Shad) Rowe - Greenbrier Partners Capital Management 13F Activity & Position Changes (Q1 2018)

As of Mar 31, 2018, 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 2018, the filing reported:

New Buys - Booking Holdings Inc. Common St, Lennar Corporation

Increases - None reported

Reductions - PulteGroup, Inc.

Complete Exits - Starbucks Corporation

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 2018	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Buy - Position Entry	+1,500	-	$3.12K	1,500
Q1 2018	LEN Lennar Corporation	Lennar Corporation	Buy - Position Entry	+100,000	-	$5.89K	100,000
Q1 2018	PHM PulteGroup, Inc.	PulteGroup, Inc.	Sell	-200,000	-16.7%	$29.49K	1,000,000
Q1 2018	SBUX Starbucks Corporation	Starbucks Corporation	Sell - Position Exit	-250,000	-100.0%	$0.00	-