Glenn Greenberg
Brave Warrior Advisors
Brave Warrior Advisors Portfolio 13F
Glenn Greenberg Holdings Activity
- Portfolio value:
- $2.72B≈ (+$479M≈)
- Previous value:
- $2.24B≈
- # of changes:
- 18
- New positions:
- 0
- Reported for:
- 31 Dec 2020 (Q4)
- Latest filing date:
- 16 Feb 2021
Brave Warrior Advisors has disclosed a total of 18 changes to the portfolio in the (2020 Q4) SEC report(s): increased the number of shares of 5, decreased the number of shares of 12 and completely sold out 1 position(s).
What stocks did Glenn Greenberg buy in 2020 Q4?
During 2020 Q4 Glenn Greenberg has purchased 5 securities: (AON) Aon PLC (added shares +13.15%), (ELV) Elevance Health Inc (added shares +0.94%), (CACC) Credit Acceptance Corp (added shares +221.14%), (UNH) UnitedHealth Group Incorporated (added shares +2.01%) and (MCO) Moodys Corp (added shares +4.79%).
In the 2020 Q4 report(s) the following changes have been made to the top investments: (BRK-B) Berkshire Hathaway Inc (reduced shares -3.93%), (AON) Aon PLC (added shares +13.15%), (JPM) JPMorgan Chase & Co (reduced shares -0.74%), (HCA) HCA Healthcare, Inc (reduced shares -0.95%) and (ELV) Elevance Health Inc (added shares +0.94%).
18 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Credit Acceptance Corp
|
+221.14%
|
$346.14
|
+67.05%($578.21)
|
5.80%
|
2020 Q3
|
≈ 0.50 years
|
||||
|
|
Aon PLC
|
+13.15%
|
$211.27
|
+70.64%($360.51)
|
11.64%
|
2020 Q3
|
≈ 0.50 years
|
||||
|
|
Moodys Corp
|
+4.79%
|
$290.33
|
+62.75%($472.53)
|
0.04%
|
2018 Q3
|
≈ 2.50 years
|
||||
|
|
UnitedHealth Group Incorporated
|
+2.01%
|
$350.68
|
+19.83%($420.23)
|
2.10%
|
2019 Q4
|
≈ 1.25 years
|
||||
|
|
Elevance Health Inc
|
+0.94%
|
$321.09
|
+17.86%($378.42)
|
9.11%
|
2019 Q3
|
≈ 1.50 years
|
||||
|
|
Primerica Inc
|
-0.17%
|
$133.93
|
+133.16%($312.27)
|
8.23%
|
2013 Q2 or earlier
|
≈ 7.75+ years
|
||||
|
|
Progressive Corp
|
-0.34%
|
$98.88
|
+115.10%($212.70)
|
6.00%
|
2019 Q4
|
≈ 1.25 years
|
||||
|
|
JPMorgan Chase & Co
|
-0.74%
|
$127.07
|
+177.49%($352.61)
|
10.41%
|
2014 Q3
|
≈ 6.50 years
|
||||
|
|
HCA Healthcare, Inc
|
-0.95%
|
$164.46
|
+130.59%($379.22)
|
9.81%
|
2020 Q1
|
≈ 1.00 year
|
||||
|
|
Raymond James Financial Inc
|
-1.85%
|
$143.50
|
+17.53%($168.66)
|
7.25%
|
2018 Q3
|
≈ 2.50 years
|
||||
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.