Greenbrier Partners Capital Management as of June 30, 2012
Portfolio Holdings for Greenbrier Partners Capital Management
Greenbrier Partners Capital Management holds 23 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 17.0 | $33M | 56k | 584.00 | |
| Berkshire Hathaway (BRK.B) | 8.7 | $17M | 200k | 83.33 | |
| PetSmart | 7.1 | $14M | 200k | 68.18 | |
| Microsoft Corporation (MSFT) | 6.4 | $12M | 400k | 30.59 | |
| WPP | 6.3 | $12M | 198k | 60.86 | |
| 6.0 | $12M | 20k | 580.05 | ||
| Costco Wholesale Corporation (COST) | 5.9 | $11M | 120k | 95.00 | |
| Markel Corporation (MKL) | 5.8 | $11M | 25k | 441.72 | |
| Pulte (PHM) | 5.6 | $11M | 1.0M | 10.70 | |
| McDonald's Corporation (MCD) | 5.5 | $11M | 120k | 88.53 | |
| CarMax (KMX) | 4.0 | $7.8M | 300k | 25.94 | |
| Bank of America Corporation (BAC) | 3.4 | $6.5M | 800k | 8.18 | |
| Qualcomm (QCOM) | 2.9 | $5.6M | 100k | 55.68 | |
| Dell | 2.6 | $5.0M | 400k | 12.51 | |
| Walt Disney Company (DIS) | 2.3 | $4.4M | 90k | 48.50 | |
| Valhi | 2.2 | $4.3M | 345k | 12.49 | |
| Devon Energy Corporation (DVN) | 1.8 | $3.5M | 60k | 57.98 | |
| Facebook Inc cl a (META) | 1.6 | $3.1M | 100k | 31.10 | |
| Infinera | 1.4 | $2.7M | 400k | 6.84 | |
| Titanium Metals Corporation | 1.1 | $2.1M | 185k | 11.31 | |
| Lennar Corporation (LEN) | 0.8 | $1.5M | 50k | 30.92 | |
| D.R. Horton (DHI) | 0.8 | $1.5M | 80k | 18.38 | |
| EXCO Resources | 0.7 | $1.3M | 175k | 7.59 |
