Frederick (Shad) Rowe - Greenbrier Partners Capital Management 13F Activity & Position Changes (Q3 2025)
According to the SEC 13F filed on Nov 13, 2025, the Greenbrier Partners Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 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 Q3 2025, the filing reported:
New Buys - None reported
Increases - Copart, Inc.
Reductions - Apple Inc., Amazon.com, Inc., Berkshire Hathaway Inc. New, Alphabet Inc., Meta Platforms, Inc.
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.
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