Frederick (Shad) Rowe - Greenbrier Partners Capital Management 13F Activity & Position Changes (Q3 2022)
According to the SEC 13F filed on Nov 14, 2022, the Greenbrier Partners Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2022. 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 2022, the filing reported:
New Buys - None reported
Increases - Alphabet Inc., Alphabet Inc.
Reductions - None reported
Complete Exits - Netflix, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
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