Frederick Rowe's Q1 Portfolio Trends: Focus on Major Tech Stocks
Frederick Rowe's portfolio saw significant share reductions in Apple and Meta, while Costco and Alphabet maintained strong positions in the latest quarter.
Frederick (Shad) Rowe's portfolio, valued at approximately $1.3 billion as of March 31, 2026, showed notable shifts during the quarter, with major changes observed in key holdings.
The largest position, Apple Inc. (AAPL), experienced a significant reduction, with shares decreasing by 17.05% quarter-over-quarter. Investors can view the full profile at https://www.insiderset.com/investor/frederick-shad-rowe-greenbrier-partners-capital-management and Apple's investor profile at https://www.insiderset.com/investors/stocks/AAPL.
Meta Platforms Inc. (META) also saw a notable decrease, with a 1.47% reduction in shares, while Costco Wholesale Corporation (COST) maintained its strong position at 17.07% allocation, showing a slight decrease of 0.84%. Alphabet Inc. (GOOG) and (GOOGL) both experienced minor reductions of 0.84%, maintaining allocations around 10% each.
Amazon.com Inc. (AMZN) also saw a small decrease of 0.84%, maintaining its 9.96% allocation. Other positions like Markel Group Inc. (MKL), Microsoft Corp. (MSFT), Berkshire Hathaway Inc. (BRK-B), and Spotify Technology S.A. (SPOT) all showed decreases, though their allocations remained relatively stable or saw minor reductions.
For detailed quarterly performance and allocation data, please refer to the investor profile: https://www.insiderset.com/investor/frederick-shad-rowe-greenbrier-partners-capital-management.