Frederick Rowe Portfolio Snapshot: Top Holdings Changes March 2026
Frederick (Shad) Rowe's portfolio, valued at approximately $1.3 billion as of March 31, 2026, shows significant changes in top holdings, including a notable reduction in Apple shares.
As of March 31, 2026, Frederick (Shad) Rowe, managing director at Greenbrier Partners Capital Management, held a portfolio valued at approximately $1.3 billion. His top holdings included significant stakes in major technology and consumer companies, with Apple Inc. (AAPL) leading the portfolio at a 23.08% allocation.
Rowe's portfolio saw notable changes in his top holdings during the reporting period. Apple Inc. (AAPL) experienced the most significant reduction, with a decrease of 17.05% in shares held, amounting to approximately 242,638 fewer shares. This substantial reduction in Apple's position is noteworthy.
Costco Wholesale Corporation (COST) maintained its position as the third-largest holding, representing 17.07% of the portfolio. However, it saw a minimal change of just 0.84% in shares during the period.
META Platforms Inc. (META) and Alphabet Inc. (GOOGL) both fall under the Communication Services sector and represented significant portions of the portfolio at 17.41% and 9.91% respectively. Both companies saw minor share reductions of 1.47% and 2.0% respectively.
Amazon.com Inc. (AMZN) and Microsoft Corp. (MSFT) also featured prominently in the top holdings, representing 9.96% and 3.39% of the portfolio. Both experienced small share reductions of 0.84%.
Financial Services holdings, including Markel Group Inc. (MKL) and Berkshire Hathaway Inc. (BRK-B), showed more pronounced percentage changes despite similar small share reductions. Markel saw a 6.58% decrease, while Berkshire saw an 8.25% decrease.
For detailed information on Frederick Rowe's investment profile, you can visit his profile on Insiderset: https://www.insiderset.com/investor/frederick-shad-rowe-greenbrier-partners-capital-management. For specific stock information, refer to the respective company pages on Insiderset using the stock symbol: AAPL, META, COST, and so on for other symbols.