Glenn Greenberg Holdings Activity

Brave Warrior Advisors Portfolio 13F

Brave Warrior Advisors has disclosed a total of 30 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 5, bought 6 totally new, decreased the number of shares of 16 and completely sold out 3 position(s).

What stocks is Glenn Greenberg buying now?

In the recent quarter Glenn Greenberg has bought 11 securities out of which top 5 purchases (by % change to portfolio) are (ICLR) ICON PLC (new buy), (PRI) PRIMERICA INC (added shares +12.72%), (SLM) SLM CORP (added shares +5.86%), (SUNB) SUNBELT RENTALS HOLDINGS INC (new buy) and (MSFT) MICROSOFT CORP (added shares +285.71%).

What does Glenn Greenberg invest in?

Glenn Greenberg's top 5 holdings (by % of portfolio) are (SNX) SYNNEX CORP (12.75%), (OMF) ONEMAIN HOLDINGS INC (10.2%), (ICLR) ICON PLC (8.21%), (ANTM) ANTHEM INC (8.13%) and (AN) AUTONATION INC (7.48%).

In the latest report(s) the following changes have been made to the top investments: (SNX) SYNNEX CORP (reduced shares -3.46%), (OMF) ONEMAIN HOLDINGS INC (reduced shares -0.46%), (ICLR) ICON PLC (new buy), (ANTM) ANTHEM INC (reduced shares -10.34%) and (AN) AUTONATION INC (reduced shares -0.32%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q4 (21 results)
AMAT
APPLIED MATERIALS INC
buy
+961
+0.01%
$256.99
127.94% $585.78
0.01%
SPGI
S&P GLOBAL INC
buy
+401
+0.00%
$522.59
18.85% $424.07
0.00%
MRP
MILLROSE PROPERTIES
+59.99%
+3,224,632
+2.26%
$29.87
2.68% $29.07
6.02%
BLDR
BUILDERS FIRSTSOURCE INC
+31.78%
+573,764
+1.38%
$102.89
24.38% $77.81
5.73%
AN
AUTONATION INC
+27.90%
+338,698
+1.64%
$206.48
6.34% $193.39
7.51%
LEN
LENNAR CORP-A
+20.24%
+405,908
+0.98%
$102.80
12.69% $89.75
5.81%
SLM
SLM CORP
+10.06%
+1,172,547
+0.74%
$27.06
18.99% $21.92
8.13%
COF
CAPITAL ONE FINANCIAL CORP
+4.57%
+44,132
+0.25%
$242.36
19.70% $194.62
5.73%
PRI
PRIMERICA INC
+3.60%
+27,136
+0.16%
$258.36
8.62% $280.64
4.72%
FG
F&G ANNUITIES & LIFE INC
+3.03%
+158,052
+0.11%
$30.85
7.07% $28.67
3.89%
FNF
FIDELITY NATIONAL FINANCIAL
+0.85%
+29,775
+0.04%
$54.59
11.96% $48.06
4.50%
MPLX
MPLX LP
+0.15%
+6,641
+0.01%
$53.37
-
5.59%
OMF
ONEMAIN HOLDINGS INC
-0.71%
-54,977
-0.09%
$67.55
14.63% $57.67
12.25%
AM
ANTERO MIDSTREAM CORP
-0.93%
-17,358
-0.01%
$17.79
19.90% $21.33
0.77%
DHI
DR HORTON INC
-0.97%
-6,859
-0.02%
$144.03
7.68% $155.09
2.37%
SNX
SYNNEX CORP
-3.42%
-112,054
-0.39%
$150.23
89.48% $284.65
11.13%
GOOGL
ALPHABET INC-CL A
-7.32%
-1,600
-0.01%
$313.00
18.00% $369.35
0.15%
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
-25.16%
-1,027,548
-1.74%
$72.19
-
5.17%
ANTM
ANTHEM INC
-31.74%
-582,199
-4.78%
$350.55
-
10.28%
ICLR
ICON PLC
-100.00%
-3,000
-0.01%
$175.00
15.59% $147.72
0.00%
KNTK
KINETIK HOLDINGS INC
-100.00%
-1,608,928
-1.61%
$42.74
6.97% $45.72
0.00%
2025 Q3 (21 results)
KNTK
KINETIK HOLDINGS INC
buy
+1,608,928
+1.60%
$42.74
6.97% $45.72
0.00%
ANTM
ANTHEM INC
+65.28%
+724,349
+5.43%
$323.12
-
13.76%
SLM
SLM CORP
+10.61%
+1,118,513
+0.72%
$27.68
20.81% $21.92
7.49%
MPLX
MPLX LP
+4.50%
+192,441
+0.22%
$49.95
-
5.18%
FNF
FIDELITY NATIONAL FINANCIAL
+0.06%
+2,156
+0.00%
$60.49
20.55% $48.06
4.90%
AN
AUTONATION INC
-0.04%
-467
-0.00%
$218.77
11.60% $193.39
6.17%
FG
F&G ANNUITIES & LIFE INC
-0.07%
-3,788
-0.00%
$31.27
8.31% $28.67
3.79%
OMF
ONEMAIN HOLDINGS INC
-0.96%
-75,815
-0.10%
$56.46
2.14% $57.67
10.22%
BLDR
BUILDERS FIRSTSOURCE INC
-1.20%
-21,880
-0.06%
$121.25
35.83% $77.81
5.08%
AM
ANTERO MIDSTREAM CORP
-1.71%
-32,446
-0.01%
$19.44
9.72% $21.33
0.84%
LEN
LENNAR CORP-A
-7.03%
-151,621
-0.44%
$126.04
28.79% $89.75
5.87%
PRI
PRIMERICA INC
-8.62%
-71,003
-0.46%
$277.59
1.10% $280.64
4.85%
SNX
SYNNEX CORP
-13.09%
-493,258
-1.87%
$163.75
73.83% $284.65
12.45%
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
-24.07%
-1,294,843
-1.81%
$60.22
-
5.71%
MRP
MILLROSE PROPERTIES
-31.62%
-2,486,098
-1.94%
$33.61
13.51% $29.07
4.19%
DHI
DR HORTON INC
-38.71%
-447,591
-1.76%
$169.47
8.49% $155.09
2.79%
ICLR
ICON PLC
-40.00%
-2,000
-0.01%
$175.00
15.59% $147.72
0.00%
COF
CAPITAL ONE FINANCIAL CORP
-47.37%
-868,261
-4.28%
$212.58
8.45% $194.62
4.76%
UNH
UNITEDHEALTH GROUP INC
-100.00%
-1,499
-0.01%
$311.97
31.76% $411.04
0.00%
SPGI
S&P GLOBAL INC
-100.00%
-401
-0.00%
$527.29
19.58% $424.07
0.00%
TXN
TEXAS INSTRUMENTS INC
-100.00%
-1,010
-0.00%
$207.62
50.92% $313.34
0.00%
42 of 943

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.