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

Greenbrier Partners Capital Management Activity

DateSymbolTypeQuantity
Q1 2019Mar 31, 2019
BA
Boeing Company (The)
Buy - Position Entry
+10,000
Q1 2019Mar 31, 2019
META
Meta Platforms, Inc.
Sell
-50,000-10.0%
Q4 2018Dec 31, 2018
MSFT
Microsoft Corporation
Buy - Position Entry
+50,000
Q4 2018Dec 31, 2018
HD
Home Depot, Inc. (The)
Sell - Position Exit
-20,000-100.0%
Q4 2018Dec 31, 2018
LEN
Lennar Corporation
Sell - Position Exit
-100,000-100.0%
Q3 2018Sep 30, 2018
LEN
Lennar Corporation
Sell
-100,000-50.0%
Q2 2018Jun 30, 2018
LEN
Lennar Corporation
Buy
+100,000+100.0%
Q2 2018Jun 30, 2018
COST
Costco Wholesale Corporation
Buy
+25,000+11.1%
Q2 2018Jun 30, 2018
HD
Home Depot, Inc. (The)
Buy - Position Entry
+20,000
Q2 2018Jun 30, 2018
TROW
T. Rowe Price Group, Inc.
Sell - Position Exit
-30,000-100.0%
Q2 2018Jun 30, 2018
META
Meta Platforms, Inc.
Sell
-80,000-13.8%
Q1 2018Mar 31, 2018
LEN
Lennar Corporation
Buy - Position Entry
+100,000
Q1 2018Mar 31, 2018
BKNG
Booking Holdings Inc. Common St
Buy - Position Entry
+1,500
Q1 2018Mar 31, 2018
PHM
PulteGroup, Inc.
Sell
-200,000-16.7%
Q1 2018Mar 31, 2018
SBUX
Starbucks Corporation
Sell - Position Exit
-250,000-100.0%
Q4 2017Dec 31, 2017
AMZN
Amazon.com, Inc.
Buy
+5,000+16.7%
Q4 2017Dec 31, 2017
INFN
Infinera Corporation
Sell - Position Exit
-500,000-100.0%
Q2 2017Jun 30, 2017
TROW
T. Rowe Price Group, Inc.
Buy - Position Entry
+30,000
Q2 2017Jun 30, 2017
AMZN
Amazon.com, Inc.
Buy
+5,000+20.0%
Q2 2017Jun 30, 2017
WPP
WPP plc
Sell - Position Exit
-80,000-100.0%
Q4 2016Dec 31, 2016
AMZN
Amazon.com, Inc.
Buy
+5,000+25.0%
Q4 2016Dec 31, 2016
NKE
Nike, Inc.
Sell - Position Exit
-50,000-100.0%
Q4 2016Dec 31, 2016
LEN
Lennar Corporation
Sell - Position Exit
-50,000-100.0%
Q3 2016Sep 30, 2016
PYPL
PayPal Holdings, Inc.
Buy
+100,000+25.0%
Q3 2016Sep 30, 2016
NKE
Nike, Inc.
Buy - Position Entry
+50,000
Q2 2016Jun 30, 2016
LEN
Lennar Corporation
Buy - Position Entry
+50,000
Q2 2016Jun 30, 2016
AMZN
Amazon.com, Inc.
Buy - Position Entry
+20,000
Q2 2016Jun 30, 2016
KMX
CarMax Inc
Sell - Position Exit
-150,000-100.0%
Q2 2016Jun 30, 2016
EBAY
eBay Inc.
Sell - Position Exit
-200,000-100.0%
Q1 2016Mar 31, 2016
DIS
Walt Disney Company (The)
Sell
-38,366-27.7%
Page 5 of 8226 total trades