Frederick (Shad) Rowe - Greenbrier Partners Capital Management 13F Activity & Position Changes (Q3 2014)
As of Sep 30, 2014, 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 2014, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - Apple Inc., Bank of America Corporation, Berkshire Hathaway Inc. New, Costco Wholesale Corporation, Walt Disney Company (The), and 11 more
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2014
|
AAPL
Apple Inc.
|
Sell |
-35,289
|
|
Q3 2014
|
BAC
Bank of America Corporation
|
Sell |
-62,047
|
|
Q3 2014
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-15,512
|
|
Q3 2014
|
COST
Costco Wholesale Corporation
|
Sell |
-15,512
|
|
Q3 2014
|
DIS
Walt Disney Company (The)
|
Sell |
-11,634
|
|
Q3 2014
|
EBAY
eBay Inc.
|
Sell |
-31,024
|
|
Q3 2014
|
EOG
EOG Resources, Inc.
|
Sell |
-3,103
|
|
Q3 2014
|
INFN
Infinera Corporation
|
Sell |
-39,927
|
|
Q3 2014
|
KMX
CarMax Inc
|
Sell |
-23,268
|
|
Q3 2014
|
LUV
Southwest Airlines Company
|
Sell |
-116,337
|
|
Q3 2014
|
META
Meta Platforms, Inc.
|
Sell |
-54,291
|
|
Q3 2014
|
MKL
Markel Group Inc.
|
Sell |
-2,715
|
|
Q3 2014
|
PHM
PulteGroup, Inc.
|
Sell |
-77,558
|
|
Q3 2014
|
QCOM
QUALCOMM Incorporated
|
Sell |
-11,634
|
|
Q3 2014
|
SBUX
Starbucks Corporation
|
Sell |
-15,512
|
|
Q3 2014
|
WPP
WPP plc
|
Sell |
-26,897
|