Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Greenbrier Partners Capital Management, LLC (CIK 1532262) reported $1.33B across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($288.3M, 21.60%), META ($207.6M, 15.55%), COST ($207.4M, 15.54%), AMZN ($147.6M, 11.06%), GOOG ($145.4M, 10.89%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$288.3M21.60%996,183Trimmed
2METAMETA PLATFORMS INC$207.6M15.55%368,492Trimmed
3COSTCOSTCO WHOLESALE CORPORATION$207.4M15.54%221,730Trimmed
4AMZNAMAZON COM INC$147.6M11.06%619,148Trimmed
5GOOGALPHABET INC$145.4M10.89%411,372Trimmed
6GOOGLALPHABET INC$141.3M10.58%395,307Trimmed
7SPOTSPOTIFY TECHNOLOGY S A$50.5M3.78%110,039Added
8MKLMARKEL GROUP INC$49.9M3.74%25,531Trimmed
9MSFTMICROSOFT CORP$44.2M3.31%118,442Trimmed
10BRKBBERKSHIRE HATHAWAY INC DEL$40.2M3.02%80,435Trimmed
11CPRTCOPART INC$12.6M0.94%445,909Added

Source: SEC Form 13F filings · as of 2026-06-30