Greenbrier Partners Capital Management as of Dec. 31, 2011
Portfolio Holdings for Greenbrier Partners Capital Management
Greenbrier Partners Capital Management holds 22 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 13.5 | $23M | 56k | 405.00 | |
McDonald's Corporation (MCD) | 7.2 | $12M | 120k | 100.33 | |
6.9 | $12M | 18k | 645.89 | ||
Microsoft Corporation (MSFT) | 6.2 | $10M | 400k | 25.96 | |
Markel Corporation (MKL) | 6.2 | $10M | 25k | 414.68 | |
WPP | 6.1 | $10M | 198k | 52.23 | |
PetSmart | 6.1 | $10M | 200k | 51.29 | |
Teva Pharmaceutical Industries (TEVA) | 6.0 | $10M | 250k | 40.36 | |
Costco Wholesale Corporation (COST) | 6.0 | $10M | 120k | 83.32 | |
CarMax (KMX) | 5.5 | $9.1M | 300k | 30.48 | |
Valhi | 5.2 | $8.7M | 144k | 60.47 | |
Berkshire Hathaway (BRK.B) | 4.5 | $7.6M | 100k | 76.30 | |
Pulte (PHM) | 3.8 | $6.3M | 1.0M | 6.31 | |
Qualcomm (QCOM) | 3.3 | $5.5M | 100k | 54.70 | |
Oracle Corporation (ORCL) | 3.1 | $5.1M | 200k | 25.65 | |
Liberty Media Corp lcpad | 2.5 | $4.1M | 53k | 78.05 | |
Devon Energy Corporation (DVN) | 2.2 | $3.7M | 60k | 62.00 | |
Bank of America Corporation (BAC) | 2.0 | $3.3M | 600k | 5.56 | |
Titanium Metals Corporation | 1.6 | $2.8M | 185k | 14.98 | |
EXCO Resources | 1.1 | $1.8M | 175k | 10.45 | |
D.R. Horton (DHI) | 0.6 | $1.0M | 80k | 12.61 | |
Lennar Corporation (LEN) | 0.6 | $983k | 50k | 19.66 |