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
Communication Services
Top Sector
6
Sectors
Investment Strategy Insights
- • Frederick (Shad) Rowe maintains a diversified portfolio across 6 sectors
- • Top 5 holdings represent 74.7% of the portfolio
- • Largest position: APPLE INC (AAPL) at 24.9%
Trends by sector
Investment Adjustments from Previous Filing
Greenbrier Partners Capital Management Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| AAPL APPLE INC | 24.86% | $317,640,791 |
| META META PLATFORMS INC | 18.14% | $231,742,252 |
| COST COSTCO WHSL CORP NEW | 16.61% | $212,187,635 |
| AMZN AMAZON COM INC | 9.35% | $119,517,146 |
| GOOG ALPHABET INC | 5.71% | $72,906,136 |
| GOOGL ALPHABET INC | 5.58% | $71,253,009 |
| MKL MARKEL GROUP INC | 4.01% | $51,264,706 |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 3.70% | $47,299,495 |
| MSFT MICROSOFT CORP | 3.52% | $44,987,864 |
| LUV SOUTHWEST AIRLS CO | 2.47% | $31,528,564 |
| PYPL PAYPAL HLDGS INC | 2.08% | $26,565,298 |
| DIS DISNEY WALT CO | 1.57% | $19,999,877 |
| CPRT COPART INC | 0.88% | $11,303,173 |