Glenn Greenberg's Portfolio

Brave Warrior Advisors 13F holdings

What is Glenn Greenberg's portfolio?

Brave Warrior Advisors has disclosed a total of 30 security holdings in their (2024 Q4) SEC 13F filing(s) with portfolio value of $4,019,370,710.

What stocks does Glenn Greenberg own?

In Glenn Greenberg's portfolio as of 31 Dec 2024, the top 5 holdings are (ANTM) ANTHEM INC (14.96%), (SNX) SYNNEX CORP (12.10%), (DFS) DISCOVER FINANCIAL SERVICES (10.88%), (OMF) ONEMAIN HOLDINGS INC (9.65%) and (FNF) FIDELITY NATIONAL FINANCIAL (8.34%).

To see the historical data of Brave Warrior Advisors's portfolio holdings please click on the "2024 Q4" dropdown menu and select the date.

To see Brave Warrior Advisors's original 13F reports (2024 Q4), please click on the "important" button.

Portfolio value: $4,019M+
Period: 2024 Q4
Number of stock: 30
Update: 14 Feb 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ALLY
ALLY FINANCIAL INC
0.01%
10,000
$36.01
4.11% $37.49
$360,100
GOOGL
ALPHABET INC-CL A
0.10%
21,858
$189.30
5.09% $179.66
$4,137,719
GOOG
ALPHABET INC-CL C
0.02%
2,918
$190.44
4.65% $181.58
$555,761
AMZN
AMAZONCOM INC
0.01%
1,400
$219.39
1.28% $216.58
$307,146
AM
ANTERO MIDSTREAM CORP
0.73%
1,932,840
$15.09
7.82% $16.27
$29,166,556
+1.79% (+33,908)
+0.01%
ANTM
ANTHEM INC
14.96%
1,181,733
$368.90
30.82% $482.58
$435,941,423
-0.70% (-8,291)
-0.10%
AN
AUTONATION INC
6.17%
1,103,215
$169.84
6.78% $181.36
$187,370,174
+50.28% (+369,122)
+2.07%
BAC
BANK OF AMERICA CORP
0.02%
14,532
$43.95
1.96% $44.81
$638,681
-35.51% (-8,000)
-0.01%
COF
CAPITAL ONE FINANCIAL CORP
0.01%
1,500
$178.32
12.27% $200.20
$267,480
buy
+0.01%
CMCSA
COMCAST CORP-CLASS A
0.03%
23,009
$37.53
3.44% $36.24
$863,548
DFS
DISCOVER FINANCIAL SERVICES
10.88%
2,523,965
$173.23
12.19% $194.34
$437,226,457
-26.94% (-930,741)
-4.01%
DHI
DR HORTON INC
2.72%
781,527
$139.82
9.90% $125.98
$109,273,105
-2.68% (-21,534)
-0.07%
FG
F&G ANNUITIES & LIFE INC
5.57%
5,400,441
$41.44
3.04% $40.18
$223,794,275
-1.02% (-55,729)
-0.06%
FNF
FIDELITY NATIONAL FINANCIAL
8.34%
5,973,131
$56.14
5.91% $59.46
$335,331,574
-0.62% (-37,221)
-0.05%
HCA
HCA HEALTHCARE INC
0.03%
2,394
$300.15
5.42% $316.42
$718,808
ICLR
ICON PLC
0.02%
3,000
$209.71
3.97% $201.39
$629,130
buy
+0.02%
JPM
JPMORGAN CHASE & CO
0.03%
5,643
$239.71
10.23% $264.24
$1,352,684
LEN
LENNAR CORP-A
6.02%
1,233,201
$136.37
11.59% $120.57
$168,171,626
-0.36% (-4,491)
-0.02%
LAD
LITHIA MOTORS INC
5.45%
612,566
$357.43
2.04% $350.14
$218,949,465
-28.32% (-241,985)
-2.15%
MAR
MARRIOTT INTERNATIONAL -CL A
0.01%
1,194
$278.94
0.53% $277.47
$333,054
20 of 30

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
APO
APOLLO GLOBAL MANAGEMENT INC
2,197,754
-7.08%
DLTR
DOLLAR TREE INC
6,662
-0.01%
SPGI
S&P GLOBAL INC
401
-0.01%
TXN
TEXAS INSTRUMENTS INC
1,010
-0.01%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.