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Greenbrier Partners Capital Management increased its SPOT position by 212%, from 1.32% to 3.78% of the portfolio.

Now holds 110,039 shares worth $50.52M.
Published · Based on SEC filings

Medium impact
Major add
2026 Q2

Greenbrier Partners Capital Management bought 74.7K shares more of SPOTIFY TECHNOLOGY SA (SPOT) in 2026 Q2, according to the 13F-HR filed with the SEC on August 12, 2026, a 212% increase in the share count. Greenbrier Partners Capital Management now holds 110K shares worth about $50.5M, 3.78% of the portfolio against 1.32% a quarter earlier.

What did the 2026 Q2 filing report for SPOT?

As of June 30, 2026, from the 13F-HR filed August 12, 2026.

Before After
Shares 35.3K 110K
Shares added +74.7K (212%)
Reported value $17.1M $50.5M
Portfolio weight 1.32% 3.78%
Rank in portfolio 7th of 11

How much did Greenbrier Partners Capital Management add to SPOT?

Greenbrier Partners Capital Management added 74.7K shares of SPOT during 2026 Q2, taking the stake from 35.3K to 110K. The reported value of the position rose by about $33.4M, from about $17.1M to about $50.5M.

Where does SPOT sit in the Greenbrier Partners Capital Management portfolio?

SPOT ranks 7th of 11 stock positions in the Greenbrier Partners Capital Management portfolio at 3.78%, below the fund's average stock position of 9%. The SPOT addition was the 2nd largest of the quarter's 11 position changes by percent change to portfolio. The largest stock position is AAPL at 21.6%. Next come META at 15.55% and COST at 15.54%. The three largest stocks together are 52.68% of the book. Across the 2026 Q2 portfolio, Greenbrier Partners Capital Management reported 11 stock positions, with no position opened or closed. The total portfolio value is about $1.3B, up 3% from the prior quarter.

Greenbrier Partners Capital Management buys and sells, 2026 Q2

How long has Greenbrier Partners Capital Management held SPOT?

Greenbrier Partners Capital Management first reported SPOT in the quarter ended June 30, 2019. The current weight is the highest the fund has reported for the name. The share count had been unchanged the quarter before. Every reported trade is on the Greenbrier Partners Capital Management SPOT trade history page.

Greenbrier Partners Capital Management shares of SPOT by quarter

Did other funds buy or sell SPOT in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 12, 2026, 6 hold SPOT. Of those, 1 added to the position this quarter and 3 trimmed it. The largest buyers of SPOT this quarter were Jeffrey Ubben and Josh Tarasoff. The largest sellers were Chase Coleman III, William Von Mueffling and Polen Capital Management. Every tracked holder of SPOT is on the SPOT ownership page.

FAQ

How many SPOT shares did Greenbrier Partners Capital Management buy in 2026 Q2?

Greenbrier Partners Capital Management added 74.7K shares of SPOT, a 212% increase, to 110K shares.

What is the SPOT position of Greenbrier Partners Capital Management worth now?

The SPOT position of Greenbrier Partners Capital Management is worth about $50.5M at June 30, 2026 prices, 3.78% of the portfolio.

Is SPOT a top holding of Greenbrier Partners Capital Management?

SPOT ranks 7th of 11 stock positions in the Greenbrier Partners Capital Management portfolio, at 3.78%.

Did other funds add to SPOT in 2026 Q2?

Among the 6 other tracked funds that hold SPOT, 1 added to it in 2026 Q2 and 3 trimmed it.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Amelia Ingram
Amelia Ingram
Valuesider analyst