Glenn Greenberg
Brave Warrior Advisors
Brave Warrior Advisors Portfolio 13F
Glenn Greenberg Holdings Activity
- Portfolio value:
- $4.36B≈ (-$4M≈)
- Previous value:
- $4.37B≈
- # of changes:
- 26
- New positions:
- 3
- Reported for:
- 30 Jun 2025 (Q2)
- Latest filing date:
- 14 Aug 2025
Brave Warrior Advisors has disclosed a total of 26 changes to the portfolio in the (2025 Q2) SEC report(s): increased the number of shares of 8, bought 3 totally new, decreased the number of shares of 12 and completely sold out 3 position(s).
What stocks did Glenn Greenberg buy in 2025 Q2?
During 2025 Q2 Glenn Greenberg has bought 11 securities out of which top 5 purchases (by % change to portfolio) were (OMF) OneMain Holdings Inc (added shares +7.17%), (COF) Capital One Financial Corp (added shares +190.24%), (SLM) SLM Corp (added shares +11.48%), (AN) AutoNation Inc (added shares +7.47%) and (BLDR) Builders FirstSource Inc (added shares +47.17%).
In the 2025 Q2 report(s) the following changes have been made to the top investments: (SNX) Synnex Corp (reduced shares -7.55%), (OMF) OneMain Holdings Inc (added shares +7.17%), (ELV) Elevance Health Inc (reduced shares -29.66%), (COF) Capital One Financial Corp (added shares +190.24%) and (SLM) SLM Corp (added shares +11.48%).
26 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Meta Platforms Inc
|
new
|
+338
|
338
|
+0.01%
|
$738.09
|
-18.45%($601.91)
|
0.01%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Texas Instruments Incorporated
|
new
|
+1,010
|
1,010
|
+0%
|
$207.62
|
+35.50%($281.34)
|
0.00%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
U.S. Bancorp
|
new
|
+15,000
|
15,000
|
+0.02%
|
$45.25
|
+41.01%($63.80)
|
0.02%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
UnitedHealth Group Incorporated
|
+200.40%
|
+1,000
|
1,499
|
+0.01%
|
$311.97
|
+34.70%($420.23)
|
0.01%
|
2019 Q4
|
≈ 5.75 years
|
|
|
|
Capital One Financial Corp
|
+190.24%
|
+1,201,438
|
1,832,991
|
+5.86%
|
$212.76
|
-4.88%($202.38)
|
8.94%
|
2024 Q4
|
≈ 0.75 years
|
|
|
|
HCA Healthcare, Inc
|
+104.00%
|
+2,000
|
3,923
|
+0.02%
|
$383.10
|
-1.01%($379.22)
|
0.03%
|
2020 Q1
|
≈ 5.50 years
|
|
|
|
Bank of America Corp
|
+82.58%
|
+12,000
|
26,532
|
+0.01%
|
$47.32
|
+31.01%($62.00)
|
0.03%
|
2013 Q4
|
≈ 11.75 years
|
|
|
|
Builders FirstSource Inc
|
+47.17%
|
+585,683
|
1,827,261
|
+1.57%
|
$116.69
|
-37.43%($73.01)
|
4.89%
|
2025 Q1
|
≈ 0.50 years
|
|
|
|
SLM Corp
|
+11.48%
|
+1,085,531
|
10,540,905
|
+0.82%
|
$32.79
|
-26.58%($24.08)
|
7.92%
|
2025 Q1
|
≈ 0.50 years
|
|
|
|
AutoNation Inc
|
+7.47%
|
+84,455
|
1,214,510
|
+0.38%
|
$198.65
|
+5.44%($209.46)
|
5.53%
|
2022 Q4
|
≈ 2.75 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.