Frederick (Shad) Rowe - Greenbrier Partners Capital Management 13F Activity & Position Changes (Q1 2021)

As of Mar 31, 2021, the Greenbrier Partners Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 17, 2021. 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 2021, the filing reported:

New Buys - Netflix, Inc.

Increases - Microsoft Corporation

Reductions - PayPal Holdings, Inc., Valhi, 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 2021	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+22,358	+28.8%	$23.58K	100,000
Q1 2021	NFLX Netflix, Inc.	Netflix, Inc.	Buy - Position Entry	+8,000	-	$4.17K	8,000
Q1 2021	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Sell	-35,263	-7.3%	$109.28K	450,000
Q1 2021	VHI Valhi, Inc.	Valhi, Inc.	Sell	-12,733	-47.7%	$287.00	13,980