Frederick Rowe's Top Holdings: Major Investments in Tech Giants and Consumer Stocks
Frederick Rowe's portfolio as of March 31, 2026, is dominated by major holdings in technology and consumer sectors, including significant stakes in Apple, Meta, and Costco.
As of March 31, 2026, Frederick (Shad) Rowe's investment strategy at Greenbrier Partners Capital Management remains heavily concentrated in technology and consumer-focused stocks. His portfolio, valued at approximately $1.3 billion, is dominated by top holdings that reflect a preference for established blue-chip companies and growth-oriented firms.
Apple Inc. (AAPL) stands as the largest holding in Rowe's portfolio, representing 23.08% of the total value. The company's stock, valued at $299.6 million, shows a significant reduction in shares held, decreasing by 17.05% or 242,638 shares from the previous period. For more details on Apple's performance, visit Apple's investor profile.
Meta Platforms Inc. (META) is the second-largest holding at 17.41% allocation, with a stock value of $226.0 million. The stake saw a modest decline of 1.47% in shares during the period. You can explore Meta's investment landscape here: Meta Platforms profile.
Costco Wholesale Corporation (COST) holds the third position with a 17.07% allocation, valued at $221.7 million. This stake also experienced a slight reduction of 0.84% in shares. Learn more about Costco's investment appeal: Costco Wholesale profile.
Alphabet Inc. (GOOG) and Alphabet Inc. (GOOGL) together form a substantial part of Rowe's portfolio, with combined allocations exceeding 20% (10.22% for GOOG and 9.91% for GOOGL). The total value for these holdings is approximately $261.3 million. Both Google stocks saw a decrease of 0.84% in shares during the period. Detailed analysis of GOOG can be found at GOOG investor profile, and for GOOGL at GOOGL investor profile.
Amazon.com Inc. (AMZN) is another key holding, representing 9.96% of the portfolio with a value of $129.4 million. The stake decreased by 0.84% in shares. For more information on Amazon's investment potential, see Amazon.com profile.
Other significant holdings include Markel Group Inc. (MKL) at 3.78%, Microsoft Corp. (MSFT) at 3.39%, Berkshire Hathaway Inc. (BRK-B) at 2.98%, and Spotify Technology S.A. (SPOT) at 1.32%. These allocations, while smaller, still indicate strategic interest in diverse sectors like financial services and financials.
To understand the complete investment profile of Frederick Rowe, including all holdings and performance metrics, you can visit his investor profile page: Frederick Rowe's full profile.