Fund · CIK 1532262 · concentrated
Greenbrier Partners Capital Management, LLC
Jun 30, 2026Filed Aug 12, 2026 · SEC filing ↗
Reported value$1.3B +3%
Positions11
Opened · sold out0 · 0
Holdings
Share positions at Jun 30, 2026| Stock | % of fund | Value | Shares | Since Q1 2026 |
|---|---|---|---|---|
| AAPLApple IncCOM | 21.6% | $288M | 996,183 | Cut −16% |
| METAMeta Platforms Inc-Class ACL A | 15.6% | $208M | 368,492 | Cut −7% |
| COSTCostco Wholesale CorpStock | 15.5% | $207M | 221,730 | Held |
| AMZNAmazon.Com IncCOM | 11.1% | $148M | 619,148 | Held |
| GOOGAlphabet Inc-Cl CCAP STK CL C | 10.9% | $145M | 411,372 | Cut −11% |
| GOOGLAlphabet Inc-Cl ACAP STK CL A | 10.6% | $141M | 395,307 | Cut −12% |
| SPOTSpotify Technology SASHS | 3.8% | $50.5M | 110,039 | Added +212% |
| MKLMarkel Group IncStock | 3.7% | $49.9M | 25,531 | Held |
| MSFTMicrosoft CorpCOM | 3.3% | $44.2M | 118,442 | Held |
| BRK-BBerkshire Hathaway Inc-Cl BCL B NEW | 3.0% | $40.2M | 80,435 | Held |
| CPRTCopart IncStock | 0.9% | $12.6M | 445,909 | Added +28% |