Frederick (Shad) Rowe - Greenbrier Partners Capital Management 13F Activity & Position Changes (Q2 2014)

As of Jun 30, 2014, 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 2014, the filing reported:

New Buys - None reported

Increases - Apple Inc., EOG Resources, Inc.

Reductions - eBay Inc.

Complete Exits - D.R. Horton, Inc., Lennar Corporation

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
Q2 2014	AAPL Apple Inc.	Apple Inc.	Buy	+395,000	+658.3%	$42.28K	455,000
Q2 2014	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Sell - Position Exit	-80,000	-100.0%	$0.00	-
Q2 2014	EBAY eBay Inc.	eBay Inc.	Sell	-100,000	-20.0%	$20.02K	400,000
Q2 2014	EOG EOG Resources, Inc.	EOG Resources, Inc.	Buy	+20,000	+100.0%	$4.67K	40,000
Q2 2014	LEN Lennar Corporation	Lennar Corporation	Sell - Position Exit	-50,000	-100.0%	$0.00	-