Frederick (Shad) Rowe - Greenbrier Partners Capital Management 13F Activity & Position Changes (Q1 2026)

According to the SEC 13F filed on May 15, 2026, the Greenbrier Partners Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 2026, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - Apple Inc., Amazon.com, Inc., Berkshire Hathaway Inc. New, Costco Wholesale Corporation, Copart, Inc., and 6 more

Complete Exits - PayPal Holdings, Inc.

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 2026	AAPL Apple Inc.	Apple Inc.	Sell	-240,776	-16.9%	$299.64M	1,180,662
Q1 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-4,430	-0.7%	$129.38M	621,219
Q1 2026	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-3,910	-4.6%	$38.67M	80,704
Q1 2026	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-1,587	-0.7%	$221.68M	222,472
Q1 2026	CPRT Copart, Inc.	Copart, Inc.	Sell	-2,476	-0.7%	$11.52M	347,066
Q1 2026	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-3,301	-0.7%	$132.74M	462,748
Q1 2026	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-8,542	-1.9%	$128.64M	447,364
Q1 2026	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-5,357	-1.3%	$226.05M	395,100
Q1 2026	MKL Markel Group Inc.	Markel Group Inc.	Sell	-962	-3.6%	$49.03M	25,616
Q1 2026	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-848	-0.7%	$43.99M	118,838
Q1 2026	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Sell - Position Exit	-380,012	-100.0%	$0.00	-
Q1 2026	SPOT Spotify	Spotify	Sell	-252	-0.7%	$17.13M	35,324