Frederick Rowe Portfolio Snapshot: Top Holdings & Share Changes March 2026
Frederick (Shad) Rowe's $1.3B portfolio as of March 31, 2026, features significant reductions in Apple and Meta shares.
As of March 31, 2026, Frederick (Shad) Rowe's portfolio managed by Greenbrier Partners Capital Management totals approximately $1.3 billion. His top holdings include major tech and consumer companies, with notable changes in share counts from the previous period.
Rowe's largest position is in Apple Inc. (AAPL), which accounts for 23.08% of his portfolio. The position saw a significant reduction, with a 17.05% decrease in shares and a corresponding 17.05% drop in value.
Next is Meta Platforms Inc. (META) at 17.41% allocation, showing a modest 1.47% reduction in shares. Costco Wholesale Corporation (COST) holds the third-largest position at 17.07%, with a slight 0.84% decrease in shares.
Other significant holdings include Alphabet Inc. (GOOG) at 10.22%, Amazon.com Inc. (AMZN) at 9.96%, and Alphabet Inc. (GOOGL) at 9.91%. All these positions experienced reductions of approximately 0.84% in shares during the period.
Financial services allocations include Markel Group Inc. (MKL) at 3.78%, Microsoft Corp. (MSFT) at 3.39%, and Berkshire Hathaway Inc. (BRK-B) at 2.98%. Spotify Technology S.A. (SPOT) completes the top ten holdings at 1.32% allocation.
Overall, Rowe's portfolio shows a pattern of decreasing share counts across most of his top holdings during the reporting period.