Frederick (Shad) Rowe Portfolio Update: March 31, 2026

Frederick (Shad) Rowe's portfolio, managed by Greenbrier Partners Capital Management, had a total value of $1,298,481,699 as of March 31, 2026.

Apple Inc. (AAPL) saw a significant reduction, with share count decreasing by 17.05% to 1,180,662 shares, valued at $299,640,209, representing 23.08% of the portfolio.

META PLATFORMS INC (META) experienced a slight decrease of 1.47% in shares, down by 5,882 shares to 395,100 shares, now worth $226,048,563 (17.41% allocation).

COSTCO WHOLESALE CORPORATION (COST) shares decreased by 0.84%, reducing the position by 1,880 shares to 222,472 shares valued at $221,677,775 (17.07% allocation).

AMAZON COM INC (AMZN) shares also decreased by 0.84%, down by 5,250 shares to 621,219 shares valued at $129,381,281 (9.96% allocation).

ALPHABET INC (GOOGL) shares decreased by 2.00%, down by 9,139 shares to 447,364 shares valued at $128,643,992 (9.91% allocation).

MARKEL GROUP INC (MKL) saw a notable decrease of 6.58%, down by 1,804 shares to 25,616 shares valued at $49,030,817 (3.78% allocation).

BERKSHIRE HATHAWAY INC DEL (BRK-B) experienced a significant reduction of 8.25%, down by 7,260 shares to 80,704 shares valued at $38,673,357 (2.98% allocation).

MICROSOFT CORP (MSFT) shares decreased by 0.84%, down by 1,005 shares to 118,838 shares valued at $43,990,262 (3.39% allocation).

SPOTIFY TECHNOLOGY S A (SPOT) shares decreased by 0.84%, down by 299 shares to 35,324 shares valued at $17,128,961 (1.32% allocation).