Frederick (Shad) Rowe - Greenbrier Partners Capital Management Portfolio Performance Analysis (Q3 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to September 2026 • Initial Portfolio Value: $0.24B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+1.11B
+460.57%
Winning Positions
+58.97%
23 wins / 39 positions
Average Gain (Winners)
$52.72M
+357.77% avg per position
Active Positions
12
9 losing positions
Portfolio Value Over Time
Total Positions Tracked
39
All holdings over time
Win/Loss Ratio
2.56
23 gains / 9 losses
Active vs. Exited
12 / 27
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | Technology | Jun 2013 | ACTIVE | $22.21M | $295.43M | $273.22M | +1230.40% |
| META | Meta Platforms, Inc. | Communication Services | Jun 2013 | ACTIVE | $14.93M | $228.52M | $213.60M | +1430.84% |
| COST | Costco Wholesale Corporation | Consumer Defensive | Jun 2013 | ACTIVE | $22.11M | $199.94M | $177.83M | +804.14% |
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Jun 2016 | ACTIVE | $14.31M | $152.80M | $138.49M | +967.65% |
| GOOG | Alphabet Inc. | Communication Services | Dec 2015 | ACTIVE | $19.65M | $123.55M | $103.90M | +528.67% |
| GOOGL | Alphabet Inc. | Communication Services | Dec 2015 | ACTIVE | $20.09M | $119.29M | $99.20M | +493.66% |
| MSFT | Microsoft Corporation | Technology | Dec 2018 | ACTIVE | $5.08M | $60.17M | $55.10M | +1084.77% |
| SPOT | Spotify Technology S.A. | Communication Services | Jun 2019 | ACTIVE | $7.31M | $53.12M | $45.81M | +626.63% |
| MKL | Markel Group Inc. | Financial Services | Jun 2013 | ACTIVE | $13.17M | $43.31M | $30.13M | +228.74% |
| BRK-B | Berkshire Hathaway Inc. New | Financial Services | Jun 2013 | ACTIVE | $22.38M | $39.67M | $17.29M | +77.24% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.