Glenn Greenberg Holdings Activity

Brave Warrior Advisors Portfolio 13F

Brave Warrior Advisors has disclosed a total of 21 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 6, bought 2 totally new, decreased the number of shares of 10 and completely sold out 3 position(s).

What stocks is Glenn Greenberg buying now?

In the recent quarter Glenn Greenberg has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (SNX) SYNNEX CORP (new buy), (AN) AUTONATION INC (added shares +665.93%), (MPLX) MPLX LP (added shares +17697.7%), (DFS) DISCOVER FINANCIAL SERVICES (added shares +25.71%) and (LEN) LENNAR CORP-A (added shares +77.48%).

What does Glenn Greenberg invest in?

Glenn Greenberg's top 5 holdings (by % of portfolio) are (ANTM) ANTHEM INC (17.85%), (PRI) PRIMERICA INC (10.66%), (FNF) FIDELITY NATIONAL FINANCIAL (10.08%), (DFS) DISCOVER FINANCIAL SERVICES (9.08%) and (APO) APOLLO GLOBAL MANAGEMENT INC (8.95%).

In the latest report(s) the following changes have been made to the top investments: (ANTM) ANTHEM INC (reduced shares -6.31%), (PRI) PRIMERICA INC (reduced shares -4.67%), (FNF) FIDELITY NATIONAL FINANCIAL (reduced shares -3.95%), (DFS) DISCOVER FINANCIAL SERVICES (added shares +25.71%) and (APO) APOLLO GLOBAL MANAGEMENT INC (reduced shares -15.52%).

2024 Q1 (21 results)
MA
buy
+422
+0.00%
$481.57
9.01% $438.18
0.00%
SNX
buy
+3,061,083
+7.24%
$113.10
4.55% $118.25
7.24%
MPLX
+17,697.70%
+3,008,609
+2.62%
$41.56
3.68% $43.09
2.63%
AN
+665.93%
+815,328
+2.82%
$165.58
7.57% $178.12
3.25%
LEN
+77.48%
+442,874
+1.59%
$171.98
2.75% $176.71
3.65%
DFS
+25.71%
+676,910
+1.86%
$131.09
8.54% $142.29
9.08%
DHI
+5.57%
+42,778
+0.15%
$164.55
7.53% $176.94
2.79%
OMF
+3.98%
+255,464
+0.27%
$51.09
3.91% $53.09
7.13%
FG
-2.08%
-129,211
-0.11%
$40.55
8.01% $43.80
5.16%
LPX
-2.24%
-5,141
-0.01%
$83.91
16.32% $97.60
0.39%
AM
-3.42%
-76,131
-0.02%
$14.06
3.06% $14.49
0.63%
FNF
-3.95%
-373,593
-0.41%
$53.10
2.54% $54.45
10.08%
PRI
-4.67%
-98,674
-0.52%
$252.96
0.96% $250.52
10.66%
ANTM
-6.31%
-110,816
-1.20%
$518.54
6.93% $482.58
17.85%
LAD
-6.85%
-56,481
-0.36%
$300.86
13.26% $260.98
4.83%
APO
-15.52%
-698,937
-1.64%
$112.45
8.63% $122.16
8.95%
JPM
-21.59%
-357,530
-1.50%
$200.30
5.96% $212.24
5.44%
MSFT
-48.78%
-500
-0.00%
$420.72
1.08% $425.27
0.00%
ABG
-100.00%
-278,367
-1.31%
$224.97
13.00% $254.21
0.00%
KEY
-100.00%
-10,000
-0.00%
$14.40
14.31% $16.46
0.00%
RJF
-100.00%
-2,137,186
-4.99%
$111.50
4.65% $116.68
0.00%
21 of 755

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.