Frederick (Shad) Rowe - Greenbrier Partners Capital Management Investment Strategy (Sep 30, 2025)
As of Sep 30, 2025, the Greenbrier Partners Capital Management portfolio managed by Frederick (Shad) Rowe demonstrates a sophisticated investment approach with 15 positions and an average holding period of 878 quarters. The strategy focuses on Communication Services, Consumer Cyclical, Consumer Defensive, Financial Services, Industrials, Technology sectors with a typical position size of 7.5% of the portfolio.
The portfolio's risk management approach includes a maximum position size of 7.48% and sector diversification of 6%, exemplified by the case study of APPLE INC (AAPL). This strategic framework provides insights into Frederick (Shad) Rowe's investment philosophy, risk management practices, and long-term value creation approach.
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 2.4 years | Style | Average duration positions are maintained |
| Position Count | 15 | Style | Number of active positions in portfolio |
| Position Size | 7.5% | Risk | Typical allocation per position |
| Win Rate | 69.7% | Performance | Percentage of profitable positions |
| Average Return | 7.2% | Performance | Mean return across positions |
| Sharpe Ratio | 0.50 | Performance | Return per unit of risk taken |
Investment Case Study: APPLE INC (AAPL)
9/30/2014 - 12/26/2025
Performance Metrics
Total Return: 60.96%
Holding Period: 4105 days
Max Position Size: $362,414,879.00
Position Weight: 20.03%
Key Events
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure