Frederick (Shad) Rowe - Greenbrier Partners Capital Management 13F Activity & Position Changes (Q3 2013)

As of Sep 30, 2013, 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 Q3 2013, the filing reported:

New Buys - Williams-Sonoma, Inc.

Increases - eBay Inc., Southwest Airlines Company, Meta Platforms, Inc.

Reductions - None reported

Complete Exits - McDonald's 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
Q3 2013	EBAY eBay Inc.	eBay Inc.	Buy	+150,000	+60.0%	$22.32K	400,000
Q3 2013	LUV Southwest Airlines Company	Southwest Airlines Company	Buy	+300,000	+25.0%	$21.84K	1,500,000
Q3 2013	MCD McDonald's Corporation	McDonald's Corporation	Sell - Position Exit	-100,000	-100.0%	$0.00	-
Q3 2013	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+100,000	+16.7%	$35.16K	700,000
Q3 2013	WSM Williams-Sonoma, Inc.	Williams-Sonoma, Inc.	Buy - Position Entry	+50,000	-	$2.81K	50,000