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

According to the SEC 13F filed on Aug 12, 2026, the Greenbrier Partners Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2019. 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