Frederick (Shad) Rowe - Greenbrier Partners Capital Management 13F Activity & Position Changes (Q1 2025)

As of Mar 31, 2025, the Greenbrier Partners Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2025. 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 2025, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - Apple Inc., Walt Disney Company (The), Alphabet Inc., Southwest Airlines Company, 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 2025	AAPL Apple Inc.	Apple Inc.	Sell	-4,133	-0.3%	$317.64M	1,429,977
Q1 2025	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-28,532	-12.3%	$20.00M	202,633
Q1 2025	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-5,300	-1.1%	$71.25M	460,767
Q1 2025	LUV Southwest Airlines Company	Southwest Airlines Company	Sell	-179,700	-16.1%	$31.53M	938,909
Q1 2025	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-1,756	-0.4%	$231.74M	402,079