Greenbrier Partners Capital Management, Llc (Frederick (Shad) Rowe)
Basic Stats
Market Value
1.21B
Top 10 (%)
95.23%
Portfolio Size (Change from Prev.)
13 (0)
Avg. Holding Period
38 years
Turnover
0.00%
Industry Breakdown
Services-computer Programming, Data Processing, Etc.
37.96%
Electronic Computers
24.94%
Retail-variety Stores
15.75%
Retail-catalog & Mail-order Houses
10.03%
Fire, Marine & Casualty Insurance
6.55%
Services-prepackaged Software
4.42%
Air Transportation, Scheduled
2.64%
Services-business Services, Nec
1.95%
Services-miscellaneous Amusement & Recreation
1.90%
Radio Broadcasting Stations
0.92%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 AAPL | Apple Inc | 302.45M | 24.94% | 1.44M | — | — | $216.75 | 0.01% |
 META | Meta Platforms Inc | 203.89M | 16.82% | 404.37K | — | — | $504.68 | 0.02% |
 COST | Costco Whsl Corp New | 190.95M | 15.75% | 224.65K | — | — | $845.67 | 0.05% |
 AMZN | Amazon Com Inc | 121.55M | 10.03% | 629.00K | — | — | $197.20 | 0.01% |
 GOOG | Alphabet Inc | 85.71M | 7.07% | 467.27K | — | — | $184.49 | 0.00% |
 GOOGL | Alphabet Inc | 85.01M | 7.01% | 466.68K | — | — | $182.99 | 0.00% |
 MSFT | Microsoft Corp | 53.63M | 4.42% | 120K | 13.65% | 14.41K | $456.73 | 0.00% |
 MKL | Markel Group Inc | 43.26M | 3.57% | 27.46K | — | — | $1,575.34 | 0.21% |
 BRK-B | Berkshire Hathaway Inc Del | 36.18M | 2.98% | 88.93K | — | — | $405.19 | 0.00% |
 LUV | Southwest Airls Co | 32.05M | 2.64% | 1.12M | — | — | $28.11 | 0.19% |
 PYPL | Paypal Hldgs Inc | 23.66M | 1.95% | 407.67K | — | — | $57.81 | 0.04% |
 DIS | Disney Walt Co | 22.98M | 1.90% | 231.47K | — | — | $98.04 | 0.01% |
 SPOT | Spotify Technology S A | 11.19M | 0.92% | 35.67K | — | — | $313.84 | 0.02% |