Lane Kasselman 13F Portfolio
Lane Kasselman runs GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC and currently holds 11 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.33B. Their top holdings are AAPL, META, COST, AMZN, GOOG. The top five represent 74.6% of reported portfolio weight. Lane Kasselman ranks #620 out of 1000 investors tracked by Alpha Score. They added to 2 existing positions. They trimmed 9 positions. Their current best-performing preview position is GOOGL with returns of +24.28%.
Portfolio Value
$1.33B
Alpha Score
50.2
#620 of 1000
Holdings
11
Lane Kasselman Current 13F Holdings
Reported holdings from GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
11 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 21.60% | $16.28 | $332.27 | +1,940.97% | Trimmed -15.63% |
 META META PLATFORMS INC | 15.55% | $28.44 | $648.03 | +2,178.59% | Trimmed -6.73% |
 COST COSTCO WHOLESALE CORPORATION | 15.54% | $125.30 | $904.77 | +622.08% | Trimmed -0.33% |
 AMZN AMAZON COM INC | 11.06% | $41.07 | $256.78 | +525.23% | Trimmed -0.33% |
 GOOG ALPHABET INC | 10.89% | $38.01 | $335.45 | +782.53% | Trimmed -11.10% |
 GOOGL ALPHABET INC | 10.58% | $39.01 | $338.50 | +767.73% | Trimmed -11.64% |
 SPOT SPOTIFY TECHNOLOGY S A | 3.78% | $358.38 | $525.91 | +46.75% | Added +211.51% |
 MKL MARKEL GROUP INC | 3.74% | $542.97 | $1,786.04 | +228.94% | Trimmed -0.33% |
 MSFT MICROSOFT CORP | 3.31% | $205.10 | $495.63 | +141.65% | Trimmed -0.33% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 3.02% | $113.04 | $510.36 | +351.49% | Trimmed -0.33% |
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