Frederick Rowe Q1 2026 Portfolio Update: Technology & Consumer Stocks Show Net Reductions

As of March 31, 2026, Frederick (Shad) Rowe's portfolio managed by Greenbrier Partners Capital Management stood at approximately $1.298 billion, according to disclosures. The quarter showed a slight decrease from the previous reporting period.

Rowe's portfolio is heavily concentrated in large-cap US technology and consumer stocks. The Technology sector, represented primarily by Apple (AAPL) and Microsoft (MSFT), accounted for 33.47% of the portfolio (23.08% Apple + 3.39% Microsoft). Communication Services, dominated by Meta Platforms (META) and Alphabet (GOOGL, GOOG), made up 20.13% (17.41% Meta + 10.22% GOOGL + 9.91% GOOGL). Costco Wholesale (COST) led the Consumer Defensive sector with a 17.07% allocation.

The most significant change during this quarter was a reduction in Apple Inc. (AAPL). Rowe decreased his position by 242,638 shares, representing a 17.05% reduction in shares and a corresponding decrease in value. Similarly, Meta Platforms Inc. (META) saw a reduction of 5,882 shares (-1.47%), and Amazon.com Inc. (AMZN) saw a reduction of 5,250 shares (-0.84%). Alphabet Inc. (GOOGL) also experienced a reduction of 9,139 shares (-2.0%).

Several other holdings also saw reductions: Markel Corporation (MKL) (-6.58%), Berkshire Hathaway Inc. (BRK-B) (-8.25%), Spotify Technology S.A. (SPOT) (-0.84%), and Microsoft Corp. (MSFT) (-0.84%).

Costco Wholesale (COST) experienced a slight reduction of 1,880 shares (-0.84%), while the other major holdings remained relatively stable in terms of percentage change during the quarter.

No new positions were disclosed in this filing. No positions were fully exited during this period.

For more detailed information on Frederick Rowe's investment activities, please visit his profile on Insiderset. You can also explore the companies in his portfolio, such as Apple (AAPL), Meta (META), and Costco (COST), on Insiderset.