Glenn Greenberg
Brave Warrior Advisors
Brave Warrior Advisors Portfolio 13F
Glenn Greenberg Holdings Activity
- Portfolio value:
- $4.37B≈ (+$347M≈)
- Previous value:
- $4.02B≈
- # of changes:
- 22
- New positions:
- 5
- Reported for:
- 31 Mar 2025 (Q1)
- Latest filing date:
- 15 May 2025
Brave Warrior Advisors has disclosed a total of 22 changes to the portfolio in the (2025 Q1) SEC report(s): increased the number of shares of 4, bought 5 totally new and decreased the number of shares of 13 position(s).
What stocks did Glenn Greenberg buy in 2025 Q1?
During 2025 Q1 Glenn Greenberg has bought 9 securities out of which top 5 purchases (by % change to portfolio) were (SLM) SLM Corp (new buy), (LEN) Lennar Corp (added shares +23.40%), (MRP) Millrose Properties, Inc (new buy), (BLDR) Builders FirstSource Inc (new buy) and (DHI) DR Horton Inc (added shares +50.35%).
In the 2025 Q1 report(s) the following changes have been made to the top investments: (ELV) Elevance Health Inc (reduced shares -3.22%), (SNX) Synnex Corp (reduced shares -1.70%), (OMF) OneMain Holdings Inc (reduced shares -1.26%), (SLM) SLM Corp (new buy) and (DFS) Discover Financial Services (reduced shares -36.26%).
22 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
SLM Corp
|
new
|
+9,455,374
|
9,455,374
|
+6.36%
|
$29.37
|
-18.03%($24.08)
|
6.36%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Visa Inc, CL-A
|
new
|
+618
|
618
|
+0%
|
$350.46
|
+0.84%($353.42)
|
0.00%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Builders FirstSource Inc
|
new
|
+1,241,578
|
1,241,578
|
+3.55%
|
$124.94
|
-41.56%($73.01)
|
3.55%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Millrose Properties, Inc
|
new
|
+7,958,813
|
7,958,813
|
+4.83%
|
$26.51
|
+8.53%($28.77)
|
4.83%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
S&P Global Inc
|
new
|
+401
|
401
|
+0%
|
$508.10
|
-16.36%($424.98)
|
0.00%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Capital One Financial Corp
|
+42,003.53%
|
+630,053
|
631,553
|
+2.59%
|
$179.30
|
+12.87%($202.38)
|
2.59%
|
2024 Q4
|
≈ 0.50 years
|
|
|
|
ICON PLC
|
+66.67%
|
+2,000
|
5,000
|
+0.01%
|
$174.99
|
-4.28%($167.50)
|
0.02%
|
2024 Q4
|
≈ 0.50 years
|
|
|
|
DR Horton Inc
|
+50.35%
|
+393,470
|
1,174,997
|
+1.15%
|
$127.13
|
+14.39%($145.42)
|
3.42%
|
2022 Q1
|
≈ 3.25 years
|
|
|
|
Lennar Corp
|
+23.40%
|
+415,218
|
2,189,608
|
+1.09%
|
$114.78
|
-26.52%($84.34)
|
5.76%
|
2022 Q1
|
≈ 3.25 years
|
|
|
|
Antero Midstream Partners LP
|
-0.74%
|
-14,312
|
1,918,528
|
-0.01%
|
$18.00
|
+27.11%($22.88)
|
0.79%
|
2018 Q4
|
≈ 6.50 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.