Frederick (Shad) Rowe - Greenbrier Partners Capital Management 13F Activity & Position Changes (Q2 2019)

According to the SEC 13F filed on Aug 12, 2026, the Greenbrier Partners Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2019. 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 2019, the filing reported:

New Buys - Spotify

Increases - Alphabet Inc., Alphabet Inc.

Reductions - None reported

Complete Exits - Boeing Company (The), Booking Holdings Inc. Common St, Goldman Sachs Group, Inc. (The)

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 2019	BA Boeing Company (The)	Boeing Company (The)	Sell - Position Exit	-10,000	-100.0%	$0.00	-
Q2 2019	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Sell - Position Exit	-1,500	-100.0%	$0.00	-
Q2 2019	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+102	+0.4%	$28.10K	26,000
Q2 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+172	+0.7%	$28.15K	26,000
Q2 2019	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell - Position Exit	-15,000	-100.0%	$0.00	-
Q2 2019	SPOT Spotify	Spotify	Buy - Position Entry	+50,000	-	$7.31K	50,000