Glenn Greenberg Holdings Activity

Brave Warrior Advisors Portfolio 13F

Brave Warrior Advisors has disclosed a total of 22 changes to the portfolio in the latest (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 is Glenn Greenberg buying now?

In the recent quarter Glenn Greenberg has bought 9 securities out of which top 5 purchases (by % change to portfolio) are (SLM) SLM CORP (new buy), (MRP) MILLROSE PROPERTIES (new buy), (BLDR) BUILDERS FIRSTSOURCE INC (new buy), (COF) CAPITAL ONE FINANCIAL CORP (added shares +42003.53%) and (DHI) DR HORTON INC (added shares +50.35%).

What does Glenn Greenberg invest in?

Glenn Greenberg's top 5 holdings (by % of portfolio) are (ANTM) ANTHEM INC (15.72%), (SNX) SYNNEX CORP (9.71%), (OMF) ONEMAIN HOLDINGS INC (8.22%), (SLM) SLM CORP (6.36%) and (DFS) DISCOVER FINANCIAL SERVICES (6.29%).

In the latest report(s) the following changes have been made to the top investments: (ANTM) ANTHEM INC (reduced shares -3.22%), (SNX) SYNNEX CORP (reduced shares -1.7%), (OMF) ONEMAIN HOLDINGS INC (reduced shares -1.26%), (SLM) SLM CORP (new buy) and (DFS) DISCOVER FINANCIAL SERVICES (reduced shares -36.26%).

2021 Q1 (19 results)
AR
buy
+1,500,000
+0.50%
$10.20
230.10% $33.67
0.00%
VVV
buy
+7,647,450
+6.51%
$26.07
34.33% $35.02
6.51%
DLTR
+54.96%
+535,890
+2.00%
$114.46
0.23% $114.72
5.65%
UNH
+51.08%
+83,316
+1.01%
$372.07
36.10% $237.77
2.99%
ANTM
+50.91%
+392,594
+4.60%
$358.95
34.44% $482.58
13.64%
PGR
+44.87%
+399,808
+2.31%
$95.61
152.16% $241.09
7.46%
PRI
+13.09%
+218,581
+1.06%
$147.82
75.54% $259.48
9.12%
MAR
+11.25%
+180
+0.00%
$148.00
72.54% $255.35
0.02%
AON
+2.10%
+18,909
+0.24%
$230.11
53.60% $353.46
11.49%
BRK.B
-0.62%
-8,712
-0.07%
$255.47
85.09% $472.84
11.57%
RJF
-0.73%
-10,007
-0.06%
$183.84
11.32% $163.03
8.18%
RYAAY
-0.84%
-1,726
-0.01%
$115.00
45.98% $62.12
0.00%
JPM
-2.08%
-46,309
-0.23%
$152.23
90.09% $289.37
10.85%
HCA
-16.08%
-260,821
-1.60%
$188.34
89.53% $356.97
8.37%
AM
-35.51%
-1,179,097
-0.57%
$9.03
105.20% $18.53
1.03%
SCHW
-68.34%
-831,972
-3.37%
$65.18
46.56% $95.53
1.56%
META
-98.01%
-141,684
-2.39%
$294.56
154.62% $750.01
0.05%
GOOGL
-98.96%
-829,773
-4.44%
$103.11
83.42% $189.13
0.05%
CACC
-99.22%
-451,814
-5.32%
$360.20
24.24% $447.51
0.00%
2020 Q4 (18 results)
CACC
+221.14%
+313,568
+3.99%
$346.14
29.29% $447.51
5.80%
AON
+13.15%
+174,099
+1.35%
$211.27
67.30% $353.46
11.64%
MCO
+4.79%
+150
+0.00%
$290.33
72.66% $501.28
0.04%
UNH
+2.01%
+3,213
+0.04%
$350.68
32.20% $237.77
2.10%
ANTM
+0.94%
+5,189
+0.09%
$321.09
50.29% $482.58
9.11%
PRI
-0.17%
-1,920
-0.01%
$133.93
93.74% $259.48
8.23%
PGR
-0.34%
-5,588
-0.02%
$98.88
143.82% $241.09
6.00%
JPM
-0.74%
-11,218
-0.08%
$127.07
127.72% $289.37
10.41%
HCA
-0.95%
-15,596
-0.09%
$164.46
117.06% $356.97
9.81%
RJF
-1.85%
-25,839
-0.14%
$143.50
13.61% $163.03
7.25%
META
-2.45%
-6,360
-0.06%
$273.16
174.57% $750.01
2.55%
DLTR
-2.72%
-18,805
-0.11%
$108.04
6.18% $114.72
3.87%
BRK.B
-3.93%
-57,086
-0.49%
$231.87
103.92% $472.84
11.90%
SCHW
-9.44%
-241,694
-0.47%
$53.04
80.11% $95.53
4.52%
RYAAY
-9.51%
-13,887
-0.09%
$109.98
43.52% $62.12
0.83%
GOOGL
-15.48%
-243,680
-0.79%
$87.63
115.82% $189.13
4.29%
AM
-36.23%
-3,066,488
-0.87%
$7.71
140.34% $18.53
1.53%
CDK
-100.00%
-7,847
-0.01%
$43.58
25.64% $54.76
0.00%
37 of 845

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.