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 (2022 Q2) SEC report(s): increased the number of shares of 9, bought 1 totally new, decreased the number of shares of 9 and completely sold out 2 position(s).

What stocks is Glenn Greenberg buying now?

In the recent quarter Glenn Greenberg has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (OMF) ONEMAIN HOLDINGS INC (new buy), (APO) APOLLO GLOBAL MANAGEMENT INC (added shares +26.92%), (URI) UNITED RENTALS INC (added shares +83.25%), (LAD) LITHIA MOTORS INC (added shares +12%) and (JPM) JPMORGAN CHASE & CO (added shares +9.02%).

What does Glenn Greenberg invest in?

Glenn Greenberg's top 5 holdings (by % of portfolio) are (ANTM) ANTHEM INC (20.07%), (APO) APOLLO GLOBAL MANAGEMENT INC (12.36%), (FNF) FIDELITY NATIONAL FINANCIAL (11.57%), (LAD) LITHIA MOTORS INC (9.35%) and (PRI) PRIMERICA INC (9.04%).

In the latest report(s) the following changes have been made to the top investments: (ANTM) ANTHEM INC (reduced shares -10.49%), (APO) APOLLO GLOBAL MANAGEMENT INC (added shares +26.92%), (FNF) FIDELITY NATIONAL FINANCIAL (reduced shares -0.3%), (LAD) LITHIA MOTORS INC (added shares +12%) and (PRI) PRIMERICA INC (added shares +4.43%).

2022 Q2 (21 results)
OMF
buy
+2,889,274
+3.71%
$37.38
17.15% $30.97
3.71%
URI
+83.25%
+205,131
+1.71%
$242.91
8.42% $263.37
3.77%
AMZN
+35.71%
+500
+0.00%
$106.32
7.02% $113.78
0.01%
APO
+26.92%
+1,575,499
+2.62%
$48.48
2.31% $49.60
12.36%
LEN
+13.50%
+96,660
+0.23%
$70.57
9.21% $77.07
1.97%
LAD
+12.00%
+106,194
+1.00%
$274.81
16.69% $228.94
9.35%
JPM
+9.02%
+143,837
+0.56%
$112.61
3.08% $109.14
6.72%
DHI
+6.12%
+93,805
+0.21%
$66.19
7.90% $71.42
3.70%
PRI
+4.43%
+93,414
+0.38%
$119.69
3.67% $124.08
9.04%
AM
+0.23%
+5,534
+0.00%
$9.05
0.22% $9.07
0.74%
FNF
-0.30%
-27,700
-0.04%
$36.96
1.22% $36.51
11.57%
RJF
-0.35%
-7,996
-0.02%
$89.41
14.05% $101.97
6.89%
MCO
-4.57%
-150
-0.00%
$271.97
6.35% $254.69
0.03%
VVV
-5.14%
-410,574
-0.41%
$28.83
8.81% $26.29
7.49%
ANTM
-10.49%
-141,973
-2.35%
$482.58
0.00% $482.58
20.07%
GOOGL
-15.92%
-1,060
-0.00%
$108.93
9.35% $98.74
0.02%
UNH
-30.65%
-1,090
-0.02%
$513.79
0.03% $513.61
0.04%
HCA
-32.54%
-202,662
-1.17%
$168.06
13.95% $191.50
2.42%
PGR
-99.90%
-1,712,528
-6.84%
$116.27
4.53% $121.53
0.01%
MAR
-100.00%
-1,185
-0.01%
$175.53
21.68% $137.48
0.00%
MA
-100.00%
-569
-0.01%
$356.77
17.71% $293.58
0.00%
2022 Q1 (21 results)
DHI
buy
+1,532,698
+3.37%
$74.51
4.15% $71.42
3.37%
URI
buy
+246,418
+2.58%
$355.21
25.86% $263.37
2.58%
LEN
buy
+715,804
+1.71%
$81.17
5.05% $77.07
1.71%
LAD
buy
+885,107
+7.84%
$300.12
23.72% $228.94
7.84%
APO
buy
+5,852,507
+10.70%
$61.99
19.99% $49.60
10.70%
PRI
+9.25%
+178,478
+0.72%
$136.82
9.31% $124.08
8.51%
JPM
+6.62%
+98,961
+0.40%
$136.32
19.94% $109.14
6.41%
VVV
+6.48%
+485,509
+0.45%
$31.56
16.70% $26.29
7.43%
FNF
+5.87%
+507,216
+0.73%
$48.84
25.25% $36.51
13.18%
HCA
+2.37%
+14,441
+0.11%
$250.62
23.59% $191.50
4.60%
RJF
+0.96%
+21,432
+0.07%
$109.91
7.22% $101.97
7.31%
ANTM
-0.92%
-12,536
-0.18%
$491.22
1.76% $482.58
19.61%
AM
-1.06%
-25,576
-0.01%
$10.87
16.56% $9.07
0.76%
PGR
-23.55%
-528,182
-1.78%
$113.99
6.61% $121.53
5.76%
GOOGL
-41.06%
-4,640
-0.02%
$139.04
28.98% $98.74
0.03%
MAR
-63.47%
-2,059
-0.01%
$175.53
21.68% $137.48
0.00%
UNH
-98.40%
-218,105
-3.28%
$509.84
0.74% $513.61
0.05%
BRK.B
-100.00%
-671,870
-5.93%
$299.00
10.44% $267.77
0.00%
AON
-100.00%
-2,732
-0.02%
$300.51
8.85% $273.92
0.00%
APO
-100.00%
-3,346,129
-7.15%
$72.43
31.52% $49.60
0.00%
ATH
-100.00%
-546,330
-1.34%
$83.33
0.00% $83.33
0.00%
42 of 588

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.