Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Greenbrier Partners Capital Management, LLC (CIK 1532262) reported $1.30B across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($299.6M, 23.08%), META ($226.0M, 17.41%), COST ($221.7M, 17.07%), GOOG ($132.7M, 10.22%), AMZN ($129.4M, 9.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $299.6M | 23.08% | 1.2M | Trimmed |
| 2 | META | META PLATFORMS INC | $226.0M | 17.41% | 395,100 | Trimmed |
| 3 | COST | COSTCO WHOLESALE CORPORATION | $221.7M | 17.07% | 222,472 | Trimmed |
| 4 | GOOG | ALPHABET INC | $132.7M | 10.22% | 462,748 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $129.4M | 9.96% | 621,219 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $128.6M | 9.91% | 447,364 | Trimmed |
| 7 | MKL | MARKEL GROUP INC | $49.0M | 3.78% | 25,616 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $44.0M | 3.39% | 118,838 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.7M | 2.98% | 80,704 | Trimmed |
| 10 | SPOT | SPOTIFY TECHNOLOGY S A | $17.1M | 1.32% | 35,324 | Trimmed |
| 11 | CPRT | COPART INC | $11.5M | 0.89% | 347,066 | Trimmed |
| 12 | PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31