GP Brinson Investments LLC — 13F Holdings & Portfolio

CIK 1860928 · latest 13F-HR filed 2026-04-01

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$220.4M

Long-equity book

Holdings

14

Distinct positions

Period

2026-03-31

Filed 2026-04-01

Q/Q Activity

+0 / −1 / ↑0 / ↓6

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • ENTERPRISE PRODS PARTNERS L-$6.2M -71.3%
  • APPLE INC-$758.9K -6.6%
  • BLUE OWL CAPITAL CORPORATION-$553.8K -11.0%
  • CHIPOTLE MEXICAN GRILL INC-$249.5K -13.5%
  • MORGAN STANLEY INDIA INVT FD-$79.2K -17.6%
Show all 6

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • KKR REAL ESTATE FIN TR INC$860.7K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $88.5M 40.16% 275,843 SH
2 VANGUARD TAX-MANAGED FDS VEA 921943858 $49.8M 22.62% 777,776 SH
3 ISHARES TR AGG 464287226 $27.9M 12.64% 280,650 SH
4 VANGUARD INTL EQUITY INDEX F VWO 922042858 $19.4M 8.82% 359,652 SH
5 APPLE INC AAPL 037833100 $10.7M 4.84% 42,000 SH
6 VANGUARD WHITEHALL FDS VWOB 921946885 $9.0M 4.07% 136,580 SH
7 ISHARES TR REET 46434V647 $4.7M 2.13% 186,339 SH
8 BLUE OWL CAPITAL CORPORATION OBDC 69121K104 $4.5M 2.03% 404,249 SH
9 ENTERPRISE PRODS PARTNERS L EPD 293792107 $2.5M 1.13% 65,909 SH
10 CHIPOTLE MEXICAN GRILL INC CMG 169656105 $1.6M 0.73% 50,000 SH
11 VANGUARD SCOTTSDALE FDS VCLT 92206C813 $987.1K 0.45% 13,210 SH
12 MORGAN STANLEY INDIA INVT FD IIF 61745C105 $370.4K 0.17% 18,000 SH
13 ISHARES INC EWJ 46434G822 $316.6K 0.14% 3,750 SH
14 DUTCH BROS INC BROS 26701L100 $177.3K 0.08% 3,500 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-01 $220.4M 14 0001213900-26-038093
2025-12-31 2026-01-02 $232.1M 15 0001213900-26-000299