Frederick (Shad) Rowe - Greenbrier Partners Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 14 | |
| Portfolio Value | $1.28B |
Portfolio Overview
Comprehensive analysis of Frederick (Shad) Rowe's investment portfolio
13
Total Holdings
$1.3B
Portfolio Value
Mar 31, 2025
Latest Filing
24.9%
Largest Position
Top Holdings
1
AAPL
APPLE INC
$317.6M
24.9%
↓-0.0%
2
META
META PLATFORMS INC
$231.7M
18.1%
↓-0.0%
3
COST
COSTCO WHSL CORP NEW
$212.2M
16.6%
4
AMZN
AMAZON COM INC
$119.5M
9.4%
5
GOOG
ALPHABET INC
$72.9M
5.7%
Recent Activity
MKL
Markel Group Inc.
-27,420
Jun 30, 2025
BRK-B
Berkshire Hathaway Inc. New
-88,812
Jun 30, 2025
MSFT
Microsoft Corporation
-119,843
Jun 30, 2025