Frederick (Shad) Rowe profile

Greenbrier Partners Capital Management, Llc (Frederick (Shad) Rowe)

Basic Stats

Market Value$781.91M
Top 10 (%)90.27%
Portfolio Size14 (-1)
Avg. Holding Period31 years
Turnover7.14%

Industry Breakdown

Electronic Computers27.45%
Retail-variety Stores14.65%
Services-computer Programming, Data Processing, Etc.12.38%
Retail-catalog & Mail-order Houses9.82%
Fire, Marine & Casualty Insurance7.66%
Other7.58%
Services-business Services, Nec4.95%
Air Transportation, Scheduled4.82%
Operative Builders4.27%
Services-miscellaneous Amusement & Recreation3.02%
AAPL(27%)COST(15%)AMZN(10%)META(8%)LUV(5%)$781.91M (100%)Market Value
Company
Ticker
Market Value
% Portfolio
Shares
Change
Chg. Shares
Quarter End Price
% Owned
214.60M
27.45%
1.55M
-
$138.20
0.01%
114.59M
14.65%
242.63K
-
$472.27
0.05%
76.77M
9.82%
679.36K
-
$113.00
0.01%
59.26M
7.58%
436.74K
-
$135.68
0.02%
48.52M
6.21%
504.68K
-
$96.15
48.27M
6.17%
504.68K
-
$95.65
38.73M
4.95%
450K
-
$86.07
0.04%
37.71M
4.82%
1.22M
-
$30.84
0.19%
33.97M
4.34%
31.33K
-
$1,084.22
0.23%
33.37M
4.27%
889.76K
-
$37.50
0.37%
25.91M
3.31%
97.05K
-
23.58M
3.02%
250K
-
$94.33
0.01%
23.29M
2.98%
100K
-
$232.90
0.00%
3.33M
0.43%
38.53K
-
$86.30
0.02%
Sold Out
-8K
$235.44