Frederick (Shad) Rowe - Greenbrier Partners Capital Management 13F Activity & Position Changes (Q2 2023)

According to the SEC 13F filed on Aug 14, 2023, the Greenbrier Partners Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2023. 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 2023, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - None reported

Complete Exits - PulteGroup, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Showing 1 of 1 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2023	PHM PulteGroup, Inc.	PulteGroup, Inc.	Sell - Position Exit	-400,000	-100.0%	$0.00	-