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The Greenbrier Companies, Inc.

GBX Industrials
$42.09 $-0.45 (-1.06%)
Market Cap: $1.3 B
Gurus Holding
9
Popularity Rank
#607
% of Shares Held
6.54%
Net Activity (Q2 2026)
+$44.03 M

Guru Ownership Trend

Guru Analysis for The Greenbrier Companies, Inc. (GBX)

The Greenbrier Companies, Inc. (GBX), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $85.23 M.

Top institutional holders include Donald Smith & Co and HOTCHKIS & WILEY.

Institutional sentiment is currently Bullish. This is evidenced by a $44.03 M net inflow during the quarter.

Recent activity highlights Donald Smith & Co who opened a new position. Conversely, Cliff Asness reduced exposure by 14.3%.

Key Holders

Top 5 by Value

$23.36 M
$11.98 M
$9.38 M
$7.21 M

Recent Activity Breakdown (Q2 2026)

+$45.61 M
Total Buy Value
New Buys 3
Additions 2
-$1.59 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for The Greenbrier Companies, Inc. (GBX)

Major holders include Donald Smith & Co ($31.99 M), HOTCHKIS & WILEY ($23.36 M), Paul Tudor Jones ($11.98 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.02 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $44.03 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited GBX. The total reported sell value was $1.59 M.

Yes, 3 managers opened new positions in GBX, and 2 increased their existing holdings. The total reported buy value was $45.61 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.57% New Buy 652,672 $31.99 M Q2 2026
0.07% Add 19.2% 476,729 $23.36 M Q2 2026
0.02% Add 5.3% 244,407 $11.98 M Q2 2026
0.00% Reduce -6.0% 191,402 $9.38 M Q2 2026
0.06% 147,200 $7.21 M Q2 2026
0.01% New Buy 142,800 $7 M Q2 2026
0.00% Reduce -14.3% 115,671 $5.67 M Q2 2026
0.00% New Buy 46,255 $2.27 M Q2 2026
0.00% Reduce -11.5% 7,700 $377,377 Q2 2026
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SEC Form