Glenn Greenberg
Brave Warrior Advisors
Brave Warrior Advisors Portfolio 13F
Glenn Greenberg Holdings Activity
- Portfolio value:
- $4.31B≈ (-$55M≈)
- Previous value:
- $4.36B≈
- # of changes:
- 21
- New positions:
- 1
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 14 Nov 2025
Brave Warrior Advisors has disclosed a total of 21 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 4, bought 1 totally new, decreased the number of shares of 13 and completely sold out 3 position(s).
What stocks did Glenn Greenberg buy in 2025 Q3?
In the 2025 Q3 report(s) the following changes have been made to the top investments: (ELV) Elevance Health Inc (added shares +65.28%), (SNX) Synnex Corp (reduced shares -13.09%), (OMF) OneMain Holdings Inc (reduced shares -0.96%), (SLM) SLM Corp (added shares +10.61%) and (AN) AutoNation Inc (reduced shares -0.04%).
21 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Kinetik Holdings Inc
|
new
|
+1,608,928
|
1,608,928
|
+1.6%
|
$42.74
|
+19.00%($50.86)
|
1.60%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Elevance Health Inc
|
+65.28%
|
+724,349
|
1,834,002
|
+5.43%
|
$323.12
|
+17.12%($378.42)
|
13.76%
|
2019 Q3
|
≈ 6.25 years
|
|
|
|
SLM Corp
|
+10.61%
|
+1,118,513
|
11,659,418
|
+0.72%
|
$27.68
|
-13.02%($24.08)
|
7.49%
|
2025 Q1
|
≈ 0.75 years
|
|
|
|
MPLX LP
|
+4.50%
|
+192,441
|
4,467,474
|
+0.22%
|
$49.95
|
+17.55%($58.72)
|
5.18%
|
2023 Q2
|
≈ 2.50 years
|
|
|
|
Fidelity National Financial Inc
|
+0.06%
|
+2,156
|
3,489,314
|
+0%
|
$60.49
|
-14.65%($51.63)
|
4.90%
|
2021 Q2
|
≈ 4.50 years
|
|
|
|
AutoNation Inc
|
-0.04%
|
-467
|
1,214,043
|
-0%
|
$218.77
|
-4.25%($209.46)
|
6.17%
|
2022 Q4
|
≈ 3.00 years
|
|
|
|
F&G Annuities & Life Inc
|
-0.07%
|
-3,788
|
5,218,977
|
-0%
|
$31.27
|
-4.45%($29.88)
|
3.79%
|
2022 Q4
|
≈ 3.00 years
|
|
|
|
OneMain Holdings Inc
|
-0.96%
|
-75,815
|
7,794,270
|
-0.1%
|
$56.46
|
+5.10%($59.34)
|
10.22%
|
2022 Q2
|
≈ 3.50 years
|
|
|
|
Builders FirstSource Inc
|
-1.20%
|
-21,880
|
1,805,381
|
-0.06%
|
$121.25
|
-39.79%($73.01)
|
5.08%
|
2025 Q1
|
≈ 0.75 years
|
|
|
|
Antero Midstream Partners LP
|
-1.71%
|
-32,446
|
1,865,330
|
-0.01%
|
$19.44
|
+17.70%($22.88)
|
0.84%
|
2018 Q4
|
≈ 7.00 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.