Greenbrier Partners Capital Management, LLC
CIK: 0001532262SEC EDGAR →
Portfolio Value
$1.5B
Holdings
13
As of
Q3 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 1,423,300 | $362.4M | 24.54% |
| 2 | META PLATFORMS INC | 400,982 | $294.5M | 19.94% |
| 3 | COSTCO WHSL CORP NEW | 224,352 | $207.7M | 14.06% |
| 4 | AMAZON COM INC | 626,469 | $137.6M | 9.32% |
| 5 | ALPHABET INC | 466,659 | $113.7M | 7.70% |
| 6 | ALPHABET INC | 456,503 | $111.0M | 7.52% |
| 7 | MICROSOFT CORP | 119,843 | $62.1M | 4.20% |
| 8 | MARKEL GROUP INC | 27,420 | $52.4M | 3.55% |
| 9 | BERKSHIRE HATHAWAY INC DEL | 87,964 | $44.2M | 3.00% |
| 10 | PAYPAL HLDGS INC | 407,131 | $27.3M | 1.85% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 5 | $567.2M | 38.4% |
| Technology | 2 | $424.5M | 28.7% |
| Consumer Defensive | 1 | $207.7M | 14.1% |
| Consumer Cyclical | 1 | $137.6M | 9.3% |
| Financial Services | 2 | $79.7M | 5.4% |
| Unknown | 1 | $44.2M | 3.0% |
| Industrials | 1 | $15.7M | 1.1% |