Glenn Greenberg
Brave Warrior Advisors
Brave Warrior Advisors Portfolio 13F
Glenn Greenberg Holdings Activity
- Portfolio value:
- $4.27B≈ (-$39M≈)
- Previous value:
- $4.31B≈
- # of changes:
- 21
- New positions:
- 2
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 17 Feb 2026
Brave Warrior Advisors has disclosed a total of 21 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 10, bought 2 totally new, decreased the number of shares of 7 and completely sold out 2 position(s).
What stocks did Glenn Greenberg buy in 2025 Q4?
During 2025 Q4 Glenn Greenberg has bought 12 securities out of which top 5 purchases (by % change to portfolio) were (SLM) SLM Corp (added shares +10.06%), (AN) AutoNation Inc (added shares +27.90%), (MRP) Millrose Properties, Inc (added shares +59.99%), (LEN) Lennar Corp (added shares +20.24%) and (BLDR) Builders FirstSource Inc (added shares +31.78%).
In the 2025 Q4 report(s) the following changes have been made to the top investments: (OMF) OneMain Holdings Inc (reduced shares -0.71%), (SNX) Synnex Corp (reduced shares -3.42%), (ELV) Elevance Health Inc (reduced shares -31.74%), (SLM) SLM Corp (added shares +10.06%) and (AN) AutoNation Inc (added shares +27.90%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Applied Materials Inc
|
new
|
+961
|
961
|
+0.01%
|
$256.99
|
+112.68%($546.56)
|
0.01%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
S&P Global Inc
|
new
|
+401
|
401
|
+0%
|
$522.59
|
-18.68%($424.98)
|
0.00%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Millrose Properties, Inc
|
+59.99%
|
+3,224,632
|
8,600,224
|
+2.26%
|
$29.87
|
-3.68%($28.77)
|
6.02%
|
2025 Q1
|
≈ 1.00 year
|
|
|
|
Builders FirstSource Inc
|
+31.78%
|
+573,764
|
2,379,145
|
+1.38%
|
$102.89
|
-29.04%($73.01)
|
5.73%
|
2025 Q1
|
≈ 1.00 year
|
|
|
|
AutoNation Inc
|
+27.90%
|
+338,698
|
1,552,741
|
+1.64%
|
$206.48
|
+1.45%($209.46)
|
7.51%
|
2022 Q4
|
≈ 3.25 years
|
|
|
|
Lennar Corp
|
+20.24%
|
+405,908
|
2,411,414
|
+0.98%
|
$102.80
|
-17.96%($84.34)
|
5.81%
|
2022 Q1
|
≈ 4.00 years
|
|
|
|
SLM Corp
|
+10.06%
|
+1,172,547
|
12,831,965
|
+0.74%
|
$27.06
|
-11.03%($24.08)
|
8.13%
|
2025 Q1
|
≈ 1.00 year
|
|
|
|
Capital One Financial Corp
|
+4.57%
|
+44,132
|
1,008,862
|
+0.25%
|
$242.36
|
-16.50%($202.38)
|
5.73%
|
2024 Q4
|
≈ 1.25 years
|
|
|
|
Primerica Inc
|
+3.60%
|
+27,136
|
780,125
|
+0.16%
|
$258.36
|
+20.87%($312.27)
|
4.72%
|
2013 Q2 or earlier
|
≈ 12.75+ years
|
|
|
|
F&G Annuities & Life Inc
|
+3.03%
|
+158,052
|
5,377,029
|
+0.11%
|
$30.85
|
-3.14%($29.88)
|
3.89%
|
2022 Q4
|
≈ 3.25 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.