Frederick (Shad) Rowe - Greenbrier Partners Capital Management 13F Activity & Position Changes (Q1 2019)

As of Mar 31, 2019, 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 2019, the filing reported:

New Buys - Boeing Company (The), Goldman Sachs Group, Inc. (The)

Increases - Microsoft Corporation

Reductions - Meta Platforms, Inc.

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 2019	BA Boeing Company (The)	Boeing Company (The)	Buy - Position Entry	+10,000	-	$3.81K	10,000
Q1 2019	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Buy - Position Entry	+15,000	-	$2.88K	15,000
Q1 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-50,000	-10.0%	$75.01K	450,000
Q1 2019	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+30,000	+60.0%	$9.44K	80,000