Greenbrier Partners Capital Management as of Dec. 31, 2012
Portfolio Holdings for Greenbrier Partners Capital Management
Greenbrier Partners Capital Management holds 25 positions in its portfolio as reported in the December 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 12.6 | $30M | 56k | 532.18 | |
Pulte (PHM) | 7.7 | $18M | 1.0M | 18.16 | |
Berkshire Hathaway (BRK.B) | 7.6 | $18M | 200k | 89.70 | |
7.2 | $17M | 24k | 707.38 | ||
Costco Wholesale Corporation (COST) | 6.3 | $15M | 150k | 98.73 | |
WPP | 6.1 | $14M | 198k | 72.90 | |
PetSmart | 5.8 | $14M | 200k | 68.34 | |
Facebook Inc cl a (META) | 5.1 | $12M | 450k | 26.62 | |
CarMax (KMX) | 4.8 | $11M | 300k | 37.54 | |
Markel Corporation (MKL) | 4.6 | $11M | 25k | 433.44 | |
Microsoft Corporation (MSFT) | 4.5 | $11M | 400k | 26.71 | |
McDonald's Corporation (MCD) | 4.5 | $11M | 120k | 88.21 | |
Monsanto Company | 4.0 | $9.5M | 100k | 94.65 | |
Bank of America Corporation (BAC) | 3.9 | $9.3M | 800k | 11.61 | |
Qualcomm (QCOM) | 3.9 | $9.3M | 150k | 61.86 | |
Walt Disney Company (DIS) | 1.9 | $4.5M | 90k | 49.79 | |
Valhi | 1.8 | $4.3M | 345k | 12.50 | |
Dell | 1.7 | $4.1M | 400k | 10.14 | |
Devon Energy Corporation (DVN) | 1.3 | $3.1M | 60k | 52.03 | |
EOG Resources (EOG) | 1.0 | $2.4M | 20k | 120.80 | |
Infinera (INFN) | 1.0 | $2.4M | 415k | 5.81 | |
J.C. Penney Company | 0.8 | $2.0M | 100k | 19.71 | |
Lennar Corporation (LEN) | 0.8 | $1.9M | 50k | 38.68 | |
D.R. Horton (DHI) | 0.7 | $1.6M | 80k | 19.78 | |
EXCO Resources | 0.5 | $1.2M | 175k | 6.77 |