Greenbrier Partners Capital Management recent buys & sells (2026 Q3)
Frederick (Shad) Rowe
Greenbrier Partners Capital Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $1.35B (+$10M)
- Previous value:
- $1.33B
- # of changes:
- 12
- New positions:
- 1
- Reported for:
- 30 Sep 2026 (Q3)
- Latest filing date:
- 09 Nov 2026
Greenbrier Partners Capital Management has disclosed a total of 12 changes to the portfolio in the latest (2026 Q3) SEC report(s): increased the number of shares of 1, bought 1 totally new and decreased the number of shares of 10 position(s).
What does Greenbrier Partners Capital Management invest in?
In the latest report(s) the following changes have been made to the top investments: (AAPL) Apple Inc (reduced shares -10.95%), (META) Meta Platforms Inc (reduced shares -14.48%), (COST) Costco Wholesale Corp (reduced shares -0.95%), (AMZN) Amazon.com Inc (reduced shares -0.95%) and (GOOG) Alphabet Inc, CL-C (reduced shares -11.86%).
12 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Tyler Technologies Inc
|
new
|
+50,000
|
50,000
|
+1.18%
|
$318.60
|
+32.56%($422.35)
|
1.18%
|
2026 Q3
|
~0.25 years
|
|
|
|
Copart Inc
|
+10.27%
|
+45,786
|
491,695
|
+0.09%
|
$27.28
|
+16.99%($31.92)
|
1.00%
|
2024 Q3
|
~2.25 years
|
|
|
|
Markel Corp
|
-0.94%
|
-241
|
25,290
|
-0.03%
|
$1,712.45
|
+14.76%($1,965.16)
|
3.22%
|
2013 Q2*
|
> 13 years
|
|
|
|
Berkshire Hathaway Inc
|
-0.94%
|
-760
|
79,675
|
-0.03%
|
$497.95
|
+16.78%($581.52)
|
2.95%
|
2013 Q2*
|
> 13 years
|
|
|
|
SPOTIFY TECHNOLOGY SA
|
-0.95%
|
-1,040
|
108,999
|
-0.04%
|
$487.38
|
+22.98%($599.40)
|
3.95%
|
2019 Q2
|
~7.50 years
|
|
|
|
Amazon.com Inc
|
-0.95%
|
-5,852
|
613,296
|
-0.11%
|
$249.15
|
+7.29%($267.32)
|
11.36%
|
2016 Q2
|
~10.50 years
|
|
|
|
Costco Wholesale Corp
|
-0.95%
|
-2,096
|
219,634
|
-0.14%
|
$910.34
|
+18.14%($1,075.44)
|
14.86%
|
2013 Q2*
|
> 13 years
|
|
|
|
Microsoft Corp
|
-0.95%
|
-1,120
|
117,322
|
-0.04%
|
$512.90
|
+1.84%($522.32)
|
4.47%
|
2018 Q4
|
~8.00 years
|
|
|
|
Apple Inc
|
-10.95%
|
-109,060
|
887,123
|
-2.72%
|
$333.02
|
+6.66%($355.21)
|
21.96%
|
2013 Q2*
|
> 13 years
|
|
|
|
Alphabet Inc, CL-C
|
-11.86%
|
-48,770
|
362,602
|
-1.24%
|
$340.74
|
-14.15%($292.51)
|
9.18%
|
2014 Q2
|
~12.50 years
|
|
Insights | News
Insight
—
Outsized position · 2026 Q3
Insight
—
Outsized position · 2026 Q3
Insight
—
Outsized position · 2026 Q3
* 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".