Greenbrier Partners Capital Management, LLC

DALLAS, TX · CIK 1532262 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2012 · limited liability company

As an employer

$1.3bn reported value +2.8% vs Q1 2026

11positions

99.1%in top 10

0 new 2 added 9 reduced 0 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	996,183	$288.3m21.60%	21.60%	Reduced -184.5k	-184,479 -15.6%
2	META PLATFORMS INC CL A META	META	368,492	$207.6m15.55%	15.55%	Reduced -26.6k	-26,608 -6.7%
3	COSTCO WHSL CORP NEW COM COST	COST	221,730	$207.4m15.54%	15.54%	Reduced -742	-742 -0.3%
4	AMAZON COM INC COM AMZN	AMZN	619,148	$147.6m11.06%	11.06%	Reduced -2.1k	-2,071 -0.3%
5	ALPHABET INC CAP STK CL C GOOG	GOOG	411,372	$145.4m10.89%	10.89%	Reduced -51.4k	-51,376 -11.1%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	395,307	$141.3m10.58%	10.58%	Reduced -52.1k	-52,057 -11.6%
7	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	110,039	$50.5m3.78%	3.78%	Added +74.7k	+74,715 211.5%
8	MARKEL GROUP INC COM MKL	MKL	25,531	$49.9m3.74%	3.74%	Reduced -85	-85 -0.3%
9	MICROSOFT CORP COM MSFT	MSFT	118,442	$44.2m3.31%	3.31%	Reduced -396	-396 -0.3%
10	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	80,435	$40.2m3.02%	3.02%	Reduced -269	-269 -0.3%
11	COPART INC COM CPRT	CPRT	445,909	$12.6m0.94%	0.94%	Added +98.8k	+98,843 28.5%