The Greenbrier Companies, Inc.
MX ˙ BMV ˙ US3936571013
SecurityMX:GBX / The Greenbrier Companies, Inc.
InstitutionSkylands Capital, LLC
Latest Disclosed Ownership22,125 shares
Latest Disclosed Value $ 1,164,881
Skylands Capital, LLC reports 12.95% decrease in ownership of GBX / The Greenbrier Companies, Inc.

On April 22, 2026 - Skylands Capital, LLC filed a 13F-HR form disclosing ownership of 22,125 shares of The Greenbrier Companies, Inc. (MX:GBX) valued at $1,164,881 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 25,415 shares of The Greenbrier Companies, Inc.. This represents a change in shares of -12.95% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-22 2026-03-31 13F GREENBRIER COS COM 393657101 22,125 -3,290 -12.95 1,165 -1.94 0.1527
2026-01-30 2025-12-31 13F GREENBRIER COS COM 393657101 25,415 -150 -0.59 1,188 0.59 0.1612
2025-11-06 2025-09-30 13F GREENBRIER COS COM 393657101 25,565 -400 -1.54 1,180 -1.26 0.1631
2025-08-08 2025-06-30 13F GREENBRIER COS COM 393657101 25,965 -5,185 -16.65 1,196 -25.08 0.1734
2025-04-25 2025-03-31 13F GREENBRIER COS COM 393657101 31,150 -1,750 -5.32 1,596 -20.49 0.2303
2025-02-04 2024-12-31 13F GREENBRIER COS COM 393657101 32,900 -13,050 -28.40 2,007 -14.20 0.2803
2024-11-01 2024-09-30 13F GREENBRIER COS COM 393657101 45,950 -1,600 -3.36 2,338 -0.76 0.3172
2024-07-26 2024-06-30 13F GREENBRIER COS COM 393657101 47,550 -200 -0.42 2,356 -5.27 0.3340
2024-05-03 2024-03-31 13F GREENBRIER COS COM 393657101 47,750 -8,600 -15.26 2,488 -0.08 0.3437
2024-02-05 2023-12-31 13F GREENBRIER COS COM 393657101 56,350 -10,300 -15.45 2,490 -6.64 0.3665
2023-10-27 2023-09-30 13F GREENBRIER COS COM 393657101 66,650 -46,700 -41.20 2,666 -45.42 0.4030
2023-08-03 2023-06-30 13F GREENBRIER COS COM 393657101 113,350 -18,450 -14.00 4,885 15.21 0.7009
2023-05-04 2023-03-31 13F GREENBRIER COS COM 393657101 131,800 -4,550 -3.34 4,240 -7.24 0.6200
2023-02-09 2022-12-31 13F GREENBRIER COS COM 393657101 136,350 -18,933 -12.19 4,572 21.28 0.7242
2022-11-01 2022-09-30 13F GREENBRIER COS COM 393657101 155,283 58,933 61.17 3,769 8.68 0.6192
2022-07-28 2022-06-30 13F GREENBRIER COS COM 393657101 96,350 26,700 38.33 3,468 -3.34 0.5084
2022-05-05 2022-03-31 13F GREENBRIER COS COM 393657101 69,650 -15,550 -18.25 3,588 -8.24 0.4343
2022-02-08 2021-12-31 13F GREENBRIER COS COM 393657101 85,200 48,500 132.15 3,910 147.78 0.4514
2021-11-02 2021-09-30 13F GREENBRIER COS COM 393657101 36,700 -7,000 -16.02 1,578 -17.12 0.1949
2021-08-02 2021-06-30 13F GREENBRIER COS COM 393657101 43,700 5,400 14.10 1,904 5.25 0.2255
2021-05-04 2021-03-31 13F GREENBRIER COS COM 393657101 38,300 -22,500 -37.01 1,809 -18.22 0.2305
2021-02-09 2020-12-31 13F GREENBRIER COS COM 393657101 60,800 -46,450 -43.31 2,212 -29.84 0.3208
2020-10-27 2020-09-30 13F GREENBRIER COS COM 393657101 107,250 -15,700 -12.77 3,153 12.73 0.5257
2020-07-29 2020-06-30 13F GREENBRIER COS COM 393657101 122,950 -15,050 -10.91 2,797 14.26 0.4943
2020-04-27 2020-03-31 13F GREENBRIER COS COM 393657101 138,000 57,300 71.00 2,448 -6.46 0.5430
2020-02-11 2019-12-31 13F GREENBRIER COS COM 393657101 80,700 28,250 53.86 2,617 65.63 0.3800
2019-10-29 2019-09-30 13F GREENBRIER COS COM 393657101 52,450 52,450 1,580 0.2298
2016-04-14 2016-03-31 13F GREENBRIER COS COM 393657101 0 -7,700 -100.00 0 -100.00
2016-01-19 2015-12-31 13F GREENBRIER COS COM 393657101 7,700 -6,400 -45.39 251 -44.59 0.0359
2015-10-14 2015-09-30 13F GREENBRIER COS COM 393657101 14,100 -14,100 -50.00 453 -65.71 0.0609
2015-07-16 2015-06-30 13F GREENBRIER COMPANIES COM 393657101 28,200 -1,100 -3.75 1,321 -22.25 0.1419
2015-04-16 2015-03-31 13F GREENBRIER COMPANIES COM 393657101 29,300 -3,750 -11.35 1,699 -4.34 0.1724
2015-01-23 2014-12-31 13F GREENBRIER COMPANIES COM 393657101 33,050 23,050 230.50 1,776 141.96 0.1817
2014-10-23 2014-09-30 13F GREENBRIER COMPANIES COM 393657101 10,000 0 0.00 734 27.43 0.0745
2014-07-22 2014-06-30 13F GREENBRIER COMPANIES COM 393657101 10,000 -6,600 -39.76 576 -23.91 0.0563
2014-04-21 2014-03-31 13F GREENBRIER COMPANIES COM 393657101 16,600 -14,100 -45.93 757 -24.90 0.0781
2014-01-23 2013-12-31 13F GREENBRIER COMPANIES COM 393657101 30,700 -30,400 -49.75 1,008 -33.29 0.1094
2013-10-22 2013-09-30 13F GREENBRIER COMPANIES COM 393657101 61,100 -31,300 -33.87 1,511 -32.90 0.1684
2013-07-25 2013-06-30 13F GREENBRIER COMPANIES COM 393657101 92,400 92,400 2,252 0.2699
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.