Greenbrier Partners Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLE INC(AAPL) | 1,425,227 | 1,423,300 | -1,927 | 292,413,824 | 362,414,879 | 24.54% | +70,001,055 |
| ALPHABET INC(GOOG) | 466,659 | 466,659 | 0 | 82,780,640 | 113,654,799 | 7.70% | +30,874,159 |
| ALPHABET INC(GOOG) | 458,587 | 456,503 | -2,084 | 80,816,787 | 110,975,879 | 7.52% | +30,159,092 |
| COPART INC(CPRT) | 250,000 | 350,000 | +100,000 | 12,267,500 | 15,739,500 | 1.07% | +3,472,000 |
| MICROSOFT CORP(MSFT) | 119,843 | 119,843 | 0 | 59,611,103 | 62,072,682 | 4.20% | +2,461,579 |
| BERKSHIRE HATHAWAY INC DEL | 88,812 | 87,964 | -848 | 43,142,205 | 44,223,021 | 3.00% | +1,080,816 |
| AMAZON COM INC(AMZN) | 628,178 | 626,469 | -1,709 | 137,815,971 | 137,553,798 | 9.32% | -262,173 |
| META PLATFORMS INC(META) | 401,499 | 400,982 | -517 | 296,342,397 | 294,473,161 | 19.94% | -1,869,236 |
| DISNEY WALT CO(DIS) | 202,633 | 202,633 | 0 | 25,128,518 | 23,201,479 | 1.57% | -1,927,039 |
| MARKEL GROUP INC(MKL) | 27,420 | 27,420 | 0 | 54,767,611 | 52,409,491 | 3.55% | -2,358,120 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 35,623 | 35,623 | 0 | 27,334,953 | 24,864,854 | 1.68% | -2,470,099 |
| PAYPAL HLDGS INC(PYPL) | 407,131 | 407,131 | 0 | 30,257,976 | 27,302,205 | 1.85% | -2,955,771 |
| COSTCO WHSL CORP NEW(COST) | 224,352 | 224,352 | 0 | 222,095,019 | 207,666,942 | 14.06% | -14,428,077 |