Frederick (Shad) Rowe - Greenbrier Partners Capital Management 13F Activity & Position Changes (Q2 2013)
As of Jun 30, 2013, 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 Q2 2013, the filing reported:
New Buys - Apple Inc., Bank of America Corporation, Berkshire Hathaway Inc. New, Costco Wholesale Corporation, D.R. Horton, Inc., and 14 more
Increases - None reported
Reductions - None reported
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 | Type | Change Qty |
|---|---|---|---|
|
Q2 2013
|
AAPL
Apple Inc.
|
Buy - Position Entry |
+56,000
|
|
Q2 2013
|
BAC
Bank of America Corporation
|
Buy - Position Entry |
+800,000
|
|
Q2 2013
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy - Position Entry |
+200,000
|
|
Q2 2013
|
COST
Costco Wholesale Corporation
|
Buy - Position Entry |
+200,000
|
|
Q2 2013
|
DHI
D.R. Horton, Inc.
|
Buy - Position Entry |
+80,000
|
|
Q2 2013
|
DIS
Walt Disney Company (The)
|
Buy - Position Entry |
+150,000
|
|
Q2 2013
|
EBAY
eBay Inc.
|
Buy - Position Entry |
+250,000
|
|
Q2 2013
|
EOG
EOG Resources, Inc.
|
Buy - Position Entry |
+20,000
|
|
Q2 2013
|
INFN
Infinera Corporation
|
Buy - Position Entry |
+514,800
|
|
Q2 2013
|
KMX
CarMax Inc
|
Buy - Position Entry |
+300,000
|
|
Q2 2013
|
LEN
Lennar Corporation
|
Buy - Position Entry |
+50,000
|
|
Q2 2013
|
LUV
Southwest Airlines Company
|
Buy - Position Entry |
+1,200,000
|
|
Q2 2013
|
MCD
McDonald's Corporation
|
Buy - Position Entry |
+100,000
|
|
Q2 2013
|
META
Meta Platforms, Inc.
|
Buy - Position Entry |
+600,000
|
|
Q2 2013
|
MKL
Markel Group Inc.
|
Buy - Position Entry |
+25,000
|
|
Q2 2013
|
PHM
PulteGroup, Inc.
|
Buy - Position Entry |
+1,000,000
|
|
Q2 2013
|
QCOM
QUALCOMM Incorporated
|
Buy - Position Entry |
+150,000
|
|
Q2 2013
|
SBUX
Starbucks Corporation
|
Buy - Position Entry |
+200,000
|
|
Q2 2013
|
WPP
WPP plc
|
Buy - Position Entry |
+197,535
|