Glenn Greenberg Holdings Activity

Brave Warrior Advisors Portfolio 13F

Brave Warrior Advisors has disclosed a total of 31 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 9, bought 2 totally new, decreased the number of shares of 14 and completely sold out 6 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 (ANTM) ANTHEM INC (added shares +7.93%), (OMF) ONEMAIN HOLDINGS INC (added shares +21.1%), (DFS) DISCOVER FINANCIAL SERVICES (added shares +10.58%), (RYAAY) RYANAIR HOLDINGS PLC-SP ADR (new buy) and (ABG) ASBURY AUTOMOTIVE GROUP (added shares +1.13%).

What does Glenn Greenberg invest in?

Glenn Greenberg's top 5 holdings (by % of portfolio) are (ANTM) ANTHEM INC (19.76%), (FNF) FIDELITY NATIONAL FINANCIAL (11.5%), (PRI) PRIMERICA INC (10.38%), (APO) APOLLO GLOBAL MANAGEMENT INC (10.01%) and (OMF) ONEMAIN HOLDINGS INC (7.53%).

In the latest report(s) the following changes have been made to the top investments: (ANTM) ANTHEM INC (added shares +7.93%), (FNF) FIDELITY NATIONAL FINANCIAL (reduced shares -0.48%), (PRI) PRIMERICA INC (reduced shares -0.11%), (APO) APOLLO GLOBAL MANAGEMENT INC (reduced shares -33.68%) and (OMF) ONEMAIN HOLDINGS INC (added shares +21.1%).

2023 Q1 (23 results)
APO
-0.33%
-19,862
-0.05%
$63.16
77.44% $112.07
15.45%
ANTM
+24.34%
+212,353
+3.02%
$459.81
4.95% $482.58
15.43%
PRI
-0.44%
-6,467
-0.05%
$172.24
27.35% $219.34
11.46%
FNF
-1.51%
-100,837
-0.15%
$34.93
46.03% $51.01
9.82%
LAD
-1.35%
-14,639
-0.10%
$228.93
9.73% $251.20
7.57%
JPM
-0.67%
-8,106
-0.05%
$130.31
47.08% $191.66
6.84%
RJF
-0.50%
-10,941
-0.03%
$93.27
32.92% $123.97
6.28%
OMF
-0.36%
-18,954
-0.02%
$37.08
37.03% $50.81
6.07%
URI
-0.45%
-1,979
-0.02%
$395.76
67.92% $664.57
5.40%
DHI
-0.56%
-6,580
-0.03%
$97.69
48.90% $145.46
4.78%
FG
+13.29%
+801,818
+0.45%
$18.12
121.85% $40.20
3.83%
LEN
-0.41%
-3,575
-0.01%
$105.11
47.66% $155.21
2.84%
ABG
-0.32%
-901
-0.01%
$210.00
0.74% $208.45
1.80%
AN
+8.60%
+19,812
+0.08%
$134.36
21.52% $163.27
1.04%
AM
-1.91%
-43,941
-0.01%
$10.49
33.08% $13.96
0.73%
HCA
-90.69%
-376,362
-3.07%
$263.68
17.13% $308.84
0.32%
FAF
+538.67%
+40,400
+0.07%
$55.66
2.82% $54.09
0.08%
GOOGL
+75.48%
+9,931
+0.03%
$103.73
60.63% $166.62
0.07%
BC
buy
+12,328
+0.03%
$82.00
1.04% $81.15
0.03%
UNH
-8.29%
-100
-0.00%
$472.59
4.31% $492.97
0.02%
AMZN
buy
+3,200
+0.01%
$103.29
78.84% $184.72
0.01%
META
-100.00%
-955
-0.01%
$120.34
267.03% $441.68
0.00%
SCHW
buy
+3,491
+0.01%
$52.38
43.81% $75.33
0.00%
2022 Q4 (26 results)
APO
+1.10%
+86,419
+0.17%
$63.79
75.69% $112.07
15.95%
ANTM
-26.68%
-317,456
-5.13%
$512.97
5.92% $482.58
14.10%
FNF
-1.75%
-90,464
-0.19%
$37.62
35.59% $51.01
10.94%
PRI
-1.75%
-38,569
-0.17%
$141.82
54.66% $219.34
9.66%
RJF
-2.28%
-50,464
-0.17%
$106.85
16.02% $123.97
7.37%
JPM
-1.51%
-13,982
-0.11%
$134.10
42.92% $191.66
7.22%
LAD
-4.55%
-51,747
-0.33%
$204.74
22.69% $251.20
7.00%
OMF
-1.27%
-34,616
-0.07%
$33.31
52.54% $50.81
5.58%
URI
-1.97%
-8,889
-0.10%
$355.42
86.98% $664.57
4.96%
DHI
-1.95%
-17,855
-0.09%
$89.14
63.18% $145.46
4.46%
FG
buy
+6,032,140
+3.80%
$20.01
100.90% $40.20
3.80%
HCA
-1.39%
-5,857
-0.04%
$239.96
28.70% $308.84
3.14%
LEN
-2.17%
-19,454
-0.06%
$90.50
71.50% $155.21
2.51%
ABG
+38.61%
+77,389
+0.44%
$179.25
16.29% $208.45
1.57%
AN
buy
+133,671
+0.78%
$107.30
52.16% $163.27
0.78%
AM
-2.34%
-32,732
-0.02%
$10.79
29.38% $13.96
0.78%
GOOGL
+134.95%
+7,557
+0.02%
$88.23
88.85% $166.62
0.04%
MCO
+0.67%
+21
+0.00%
$278.62
35.09% $376.40
0.03%
UNH
-51.09%
-1,260
-0.02%
$530.18
7.02% $492.97
0.02%
GOOG
+18.12%
+1,250
+0.00%
$88.73
89.86% $168.46
0.02%
MSFT
buy
+1,700
+0.01%
$239.82
65.89% $397.84
0.01%
FAF
+36.36%
+2,000
+0.00%
$52.34
3.34% $54.09
0.01%
META
buy
+955
+0.01%
$120.34
267.03% $441.68
0.00%
VVV
-100.00%
-3,080,324
-4.35%
$25.34
67.88% $42.54
0.00%
AMZN
-100.00%
-1,900
-0.01%
$113.16
63.24% $184.72
0.00%
PHM
-100.00%
-6,200
-0.01%
$37.42
204.25% $113.85
0.00%
49 of 734

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.