44 is the total number of securities Greenbrier Partners Capital Management, LLC has owned. The longest Greenbrier Partners Capital Management, LLC has owned a single stock is 42 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| AAPL | APPLE INC | 42 | 42 | 8.02% | 16.18% | 30.76% | Q2 2013 | Q3 2023 | 42 |
| FB | META PLATFORMS INC | 42 | 42 | 5.39% | 13.61% | 19.98% | Q2 2013 | Q3 2023 | 42 |
| LUV | SOUTHWEST AIRLS CO | 42 | 42 | 3.49% | 9.85% | 16.50% | Q2 2013 | Q3 2023 | 42 |
| COST | COSTCO WHSL CORP NEW | 42 | 42 | 5.78% | 9.71% | 14.91% | Q2 2013 | Q3 2023 | 42 |
| MKL | MARKEL GROUP INC | 42 | 42 | 3.33% | 5.55% | 8.46% | Q2 2013 | Q3 2023 | 42 |
| BRKB | BERKSHIRE HATHAWAY INC... | 42 | 42 | 2.38% | 4.13% | 8.08% | Q2 2013 | Q3 2023 | 42 |
| DIS | DISNEY WALT CO | 42 | 42 | 1.88% | 2.82% | 4.00% | Q2 2013 | Q3 2023 | 42 |
| PHM | PULTE GROUP INC | 40 | 40 | 2.87% | 5.06% | 7.18% | Q2 2013 | Q1 2023 | 40 |
| PYPL | PAYPAL HLDGS INC | 33 | 33 | 2.71% | 6.86% | 12.02% | Q3 2015 | Q3 2023 | 33 |
| GOOGL | ALPHABET INC | 32 | 32 | 4.39% | 5.45% | 6.96% | Q4 2015 | Q3 2023 | 32 |
| GOOG | ALPHABET INC | 32 | 32 | 4.40% | 5.43% | 7.01% | Q4 2015 | Q3 2023 | 32 |
| AMZN | AMAZON COM INC | 30 | 30 | 3.93% | 9.18% | 12.88% | Q2 2016 | Q3 2023 | 30 |
| VHI | VALHI INC NEW | 28 | 28 | 0.06% | 0.45% | 2.11% | Q2 2013 | Q1 2020 | 28 |
| MSFT | MICROSOFT CORP | 20 | 20 | 1.05% | 2.45% | 3.48% | Q4 2018 | Q3 2023 | 20 |
| SBUX | STARBUCKS CORP | 19 | 19 | 2.58% | 3.84% | 4.88% | Q2 2013 | Q4 2017 | 19 |
| INFN | INFINERA CORPORATION | 18 | 18 | 0.89% | 1.62% | 2.61% | Q2 2013 | Q3 2017 | 18 |
| SPOT | SPOTIFY TECHNOLOGY S A | 18 | 18 | 0.41% | 0.84% | 1.37% | Q2 2019 | Q3 2023 | 18 |
| WPP | WPP PLC NEW ADR | 16 | 16 | 1.95% | 4.07% | 6.23% | Q2 2013 | Q1 2017 | 16 |
| EBAY | EBAY INC | 12 | 12 | 1.27% | 4.84% | 7.39% | Q2 2013 | Q1 2016 | 12 |
| KMX | CARMAX INC | 12 | 12 | 2.04% | 3.90% | 5.00% | Q2 2013 | Q1 2016 | 12 |
| GOOGL | GOOGLE INC | 10 | 10 | 3.26% | 5.32% | 8.45% | Q2 2013 | Q3 2015 | 10 |
| MON | MONSANTO CO NEW | 9 | 9 | 2.67% | 3.24% | 3.95% | Q2 2013 | Q2 2015 | 9 |
| LEN | LENNAR CORP | 4 | 2 | 0.52% | 0.80% | 1.88% | Q2 2013 | Q3 2018 | 9 |
| BAC | BANK OF AMERICA CORPOR... | 8 | 8 | 2.58% | 3.27% | 3.71% | Q2 2013 | Q1 2015 | 8 |
| PXD | PIONEER NAT RES CO | 8 | 8 | 1.27% | 2.18% | 2.85% | Q2 2013 | Q1 2015 | 8 |
| EOG | EOG RES INC | 8 | 8 | 0.77% | 0.95% | 1.17% | Q2 2013 | Q1 2015 | 8 |
| QCOM | QUALCOMM INC | 7 | 7 | 1.35% | 2.79% | 3.31% | Q2 2013 | Q4 2014 | 7 |
| GOOG | GOOGLE INC | 6 | 6 | 3.22% | 3.65% | 4.21% | Q2 2014 | Q3 2015 | 6 |
| NFLX | NETFLIX INC | 6 | 6 | 0.17% | 0.35% | 0.45% | Q1 2021 | Q2 2022 | 6 |
| BKNG | BOOKING HLDGS INC | 5 | 5 | 0.46% | 0.53% | 0.59% | Q1 2018 | Q1 2019 | 5 |
| TROW | PRICE T ROWE GROUP INC | 4 | 4 | 0.47% | 0.55% | 0.61% | Q2 2017 | Q1 2018 | 4 |
| DHI | D R HORTON INC | 4 | 4 | 0.46% | 0.51% | 0.61% | Q2 2013 | Q1 2014 | 4 |
| VHI | VALHI INC NEW | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 4 |
| HD | HOME DEPOT INC | 2 | 2 | 0.70% | 0.70% | 0.70% | Q2 2018 | Q3 2018 | 2 |
| XCO | EXCO RESOURCES INC | 2 | 2 | 0.36% | 0.42% | 0.48% | Q2 2013 | Q3 2013 | 2 |
| DISCK | DISCOVERY INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
| MCD | MCDONALDS CORP | 1 | 1 | 3.57% | 3.57% | 3.57% | Q2 2013 | Q2 2013 | 1 |
| WSM | WILLIAMS SONOMA INC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2013 | Q3 2013 | 1 |
| BA | BOEING CO | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2019 | Q1 2019 | 1 |
| VRX | VALEANT PHARMACEUTICAL... | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2014 | Q3 2014 | 1 |
| NKE | NIKE INC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2016 | Q3 2016 | 1 |
| GS | GOLDMAN SACHS GROUP INC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2019 | Q1 2019 | 1 |
| PCLN | PRICELINE GRP INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2017 | Q4 2017 | 1 |
| TWTR | TWITTER INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
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The securities at the top of the list , including APPLE INC, META PLATFORMS INC, and SOUTHWEST AIRLS CO, are the highest-conviction holdings of Greenbrier Partners Capital Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Greenbrier Partners Capital Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Greenbrier Partners Capital Management, LLC owns currently or has owned in the past.