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

As of Jun 30, 2025, the Greenbrier Partners Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 11, 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