Glenn Greenberg Holdings Activity

Brave Warrior Advisors Portfolio 13F

Brave Warrior Advisors has disclosed a total of 21 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 6, bought 2 totally new, decreased the number of shares of 10 and completely sold out 3 position(s).

What stocks is Glenn Greenberg buying now?

In the recent quarter Glenn Greenberg has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (SNX) SYNNEX CORP (new buy), (AN) AUTONATION INC (added shares +665.93%), (MPLX) MPLX LP (added shares +17697.7%), (DFS) DISCOVER FINANCIAL SERVICES (added shares +25.71%) and (LEN) LENNAR CORP-A (added shares +77.48%).

What does Glenn Greenberg invest in?

Glenn Greenberg's top 5 holdings (by % of portfolio) are (ANTM) ANTHEM INC (17.85%), (PRI) PRIMERICA INC (10.66%), (FNF) FIDELITY NATIONAL FINANCIAL (10.08%), (DFS) DISCOVER FINANCIAL SERVICES (9.08%) and (APO) APOLLO GLOBAL MANAGEMENT INC (8.95%).

In the latest report(s) the following changes have been made to the top investments: (ANTM) ANTHEM INC (reduced shares -6.31%), (PRI) PRIMERICA INC (reduced shares -4.67%), (FNF) FIDELITY NATIONAL FINANCIAL (reduced shares -3.95%), (DFS) DISCOVER FINANCIAL SERVICES (added shares +25.71%) and (APO) APOLLO GLOBAL MANAGEMENT INC (reduced shares -15.52%).

2024 Q1 (21 results)
RJF
-100.00%
-2,137,186
-4.99%
$111.50
13.38% $126.42
0.00%
APO
-15.52%
-698,937
-1.64%
$112.45
0.56% $113.08
8.95%
FNF
-3.95%
-373,593
-0.41%
$53.10
1.54% $52.28
10.08%
JPM
-21.59%
-357,530
-1.50%
$200.30
2.27% $204.85
5.44%
ABG
-100.00%
-278,367
-1.31%
$224.97
7.24% $241.25
0.00%
FG
-2.08%
-129,211
-0.11%
$40.55
5.50% $42.78
5.16%
ANTM
-6.31%
-110,816
-1.20%
$518.54
6.93% $482.58
17.85%
PRI
-4.67%
-98,674
-0.52%
$252.96
9.77% $228.24
10.66%
AM
-3.42%
-76,131
-0.02%
$14.06
6.05% $14.91
0.63%
LAD
-6.85%
-56,481
-0.36%
$300.86
10.77% $268.46
4.83%
KEY
-100.00%
-10,000
-0.00%
$14.40
6.94% $15.40
0.00%
LPX
-2.24%
-5,141
-0.01%
$83.91
7.81% $90.46
0.39%
MSFT
-48.78%
-500
-0.00%
$420.72
0.12% $420.21
0.00%
MA
buy
+422
+0.00%
$481.57
4.42% $460.27
0.00%
DHI
+5.57%
+42,778
+0.15%
$164.55
7.93% $151.50
2.79%
OMF
+3.98%
+255,464
+0.27%
$51.09
2.17% $49.98
7.13%
LEN
+77.48%
+442,874
+1.59%
$171.98
3.55% $165.88
3.65%
DFS
+25.71%
+676,910
+1.86%
$131.09
4.33% $125.42
9.08%
AN
+665.93%
+815,328
+2.82%
$165.58
3.24% $170.94
3.25%
MPLX
+17,697.70%
+3,008,609
+2.62%
$41.56
2.67% $40.45
2.63%
SNX
buy
+3,061,083
+7.24%
$113.10
11.68% $126.31
7.24%
21 of 755

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.