Greenbrier Partners Capital Management as of March 31, 2012
Portfolio Holdings for Greenbrier Partners Capital Management
Greenbrier Partners Capital Management holds 24 positions in its portfolio as reported in the March 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 16.7 | $34M | 56k | 599.55 | |
WPP | 6.7 | $14M | 198k | 68.37 | |
Microsoft Corporation (MSFT) | 6.4 | $13M | 400k | 32.26 | |
6.4 | $13M | 20k | 641.25 | ||
Berkshire Hathaway (BRK.B) | 6.0 | $12M | 150k | 81.15 | |
McDonald's Corporation (MCD) | 5.8 | $12M | 120k | 98.10 | |
PetSmart | 5.7 | $11M | 200k | 57.22 | |
Markel Corporation (MKL) | 5.6 | $11M | 25k | 448.96 | |
Costco Wholesale Corporation (COST) | 5.4 | $11M | 120k | 90.80 | |
CarMax (KMX) | 5.2 | $10M | 300k | 34.65 | |
Pulte (PHM) | 4.4 | $8.9M | 1.0M | 8.85 | |
Bank of America Corporation (BAC) | 3.8 | $7.7M | 800k | 9.57 | |
Qualcomm (QCOM) | 3.4 | $6.8M | 100k | 68.06 | |
Valhi | 3.0 | $6.1M | 115k | 53.05 | |
Oracle Corporation (ORCL) | 2.9 | $5.8M | 200k | 29.16 | |
Walt Disney Company (DIS) | 2.2 | $4.4M | 100k | 43.78 | |
Devon Energy Corporation (DVN) | 2.1 | $4.3M | 60k | 71.12 | |
ProShares UltraShort 20+ Year Trea | 2.0 | $4.1M | 200k | 20.45 | |
Dell | 1.6 | $3.3M | 200k | 16.60 | |
Infinera (INFN) | 1.6 | $3.2M | 400k | 8.12 | |
Titanium Metals Corporation | 1.2 | $2.5M | 185k | 13.56 | |
Lennar Corporation (LEN) | 0.7 | $1.4M | 50k | 27.18 | |
D.R. Horton (DHI) | 0.6 | $1.2M | 80k | 15.18 | |
EXCO Resources | 0.6 | $1.2M | 175k | 6.63 |