Greenbrier Partners Capital Management

Greenbrier Partners Capital Management as of Sept. 30, 2012

Portfolio Holdings for Greenbrier Partners Capital Management

Greenbrier Partners Capital Management holds 26 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 16.0 $37M 56k 667.11
Google 7.8 $18M 24k 754.50
Berkshire Hathaway (BRK.B) 7.6 $18M 200k 88.20
Pulte (PHM) 6.7 $16M 1.0M 15.50
Costco Wholesale Corporation (COST) 6.4 $15M 150k 100.16
PetSmart 5.9 $14M 200k 68.98
WPP 5.8 $14M 198k 68.13
Microsoft Corporation (MSFT) 5.1 $12M 400k 29.76
Markel Corporation (MKL) 4.9 $12M 25k 458.48
McDonald's Corporation (MCD) 4.7 $11M 120k 91.75
Monsanto Company 3.9 $9.1M 100k 91.02
CarMax (KMX) 3.6 $8.5M 300k 28.30
Bank of America Corporation (BAC) 3.0 $7.1M 800k 8.83
Facebook Inc cl a (META) 2.8 $6.5M 300k 21.66
Qualcomm (QCOM) 2.7 $6.2M 100k 62.47
Walt Disney Company (DIS) 2.0 $4.7M 90k 52.28
Valhi 1.8 $4.2M 345k 12.20
Dell 1.7 $3.9M 400k 9.86
Devon Energy Corporation (DVN) 1.6 $3.6M 60k 60.50
J.C. Penney Company 1.0 $2.4M 100k 24.29
Titanium Metals Corporation 1.0 $2.4M 185k 12.83
EOG Resources (EOG) 1.0 $2.2M 20k 112.05
Infinera (INFN) 0.9 $2.2M 400k 5.48
Lennar Corporation (LEN) 0.8 $1.7M 50k 34.78
D.R. Horton (DHI) 0.7 $1.6M 80k 20.62
EXCO Resources 0.6 $1.4M 175k 8.01