Frederick (Shad) Rowe - Greenbrier Partners Capital Management 13F Activity & Position Changes (Q2 2025)

According to the SEC 13F filed on Aug 11, 2025, the Greenbrier Partners Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2025. 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 2025, the filing reported:

New Buys - None reported

Increases - Copart, Inc.

Reductions - Apple Inc., Alphabet Inc., Meta Platforms, Inc.

Complete Exits - Southwest Airlines Company

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 2025	AAPL Apple Inc.	Apple Inc.	Sell	-4,750	-0.3%	$292.41M	1,425,227
Q2 2025	CPRT Copart, Inc.	Copart, Inc.	Buy	+50,262	+25.2%	$12.27M	250,000
Q2 2025	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-2,180	-0.5%	$80.82M	458,587
Q2 2025	LUV Southwest Airlines Company	Southwest Airlines Company	Sell - Position Exit	-938,909	-100.0%	$0.00	-
Q2 2025	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-580	-0.1%	$296.34M	401,499