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User

Frederick (Shad) Rowe

Greenbrier Partners Capital Management

Greenbrier Partners Capital Management Williams-Sonoma Inc stake

total: 41

Greenbrier Partners Capital Management WSM trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2013 Q3
Held for:
1 quarter
Latest activity:
2013 Q4
According to 2026 Q2 report, Greenbrier Partners Capital Management doesn't hold any Williams-Sonoma Inc (WSM) shares. To date, the estimated cost basis is nearly $56.2 for "buy" trades and estimated average "sell" price is $56.2. Greenbrier Partners Capital Management first purchased WSM in 2013 Q3, initially acquiring 50,000 shares. Since the initial investment in Williams-Sonoma Inc (WSM), Greenbrier Partners Capital Management has made 1 more transaction.

When did Greenbrier Partners Capital Management sell Williams-Sonoma Inc (WSM)?

Greenbrier Partners Capital Management sold off the entire Williams-Sonoma Inc (WSM) position in 2013 Q4.

When did Greenbrier Partners Capital Management buy Williams-Sonoma Inc (WSM)?

Greenbrier Partners Capital Management first invested in Williams-Sonoma Inc (WSM) in 2013 Q3 at the reported quarter-end price of $56.20 per share.

What's the cost basis of Greenbrier Partners Capital Management's WSM stake?

The estimated cost basis for Williams-Sonoma Inc (WSM) stake is around $56.20 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$56.20
Weighted AVG sell price:
$56.20

Greenbrier Partners Capital Management's historical trades in Williams-Sonoma Inc

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2013 Q4
0.00%
$56.20
-100% (-50,000)
2013 Q3
0.86%
$56.20
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.