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%).

2023 Q4 (31 results)
MPLX
+41.67%
+5,000
+0.00%
$36.72
10.16% $40.45
0.01%
GOOGL
+0.09%
+20
+0.00%
$139.69
26.04% $176.06
0.07%
LPX
-0.58%
-1,331
-0.00%
$70.83
27.66% $90.42
0.39%
KEY
buy
+10,000
+0.00%
$14.40
6.94% $15.40
0.00%
UNH
-14.08%
-100
-0.00%
$526.47
0.35% $524.63
0.01%
AM
-0.35%
-7,895
-0.00%
$12.53
19.07% $14.92
0.67%
MSFT
-16.33%
-200
-0.00%
$376.04
11.75% $420.21
0.01%
GOOG
-45.07%
-3,110
-0.01%
$140.93
25.80% $177.29
0.01%
EPD
-100.00%
-10,000
-0.01%
$27.37
4.35% $28.56
0.00%
FAF
-100.00%
-6,000
-0.01%
$56.49
1.84% $57.53
0.00%
AN
+2.28%
+2,728
+0.01%
$150.18
13.84% $170.96
0.44%
PRI
-0.11%
-2,280
-0.01%
$205.76
10.85% $228.08
10.38%
ICLR
-100.00%
-874
-0.01%
$246.25
27.81% $314.72
0.00%
BC
-100.00%
-6,828
-0.01%
$79.00
3.09% $81.44
0.00%
BAC
+55.05%
+8,000
+0.01%
$33.67
16.69% $39.29
0.02%
RJF
-0.16%
-3,521
-0.01%
$111.50
13.38% $126.42
0.00%
MCO
-100.00%
-3,150
-0.02%
$316.17
30.92% $413.92
0.00%
RYAAY
buy
+6,526
+0.02%
$133.36
5.83% $125.59
0.02%
ABG
+1.13%
+1,876
+0.02%
$224.97
7.18% $241.13
0.00%
HCA
+182.08%
+1,400
+0.02%
$270.68
19.28% $322.86
0.03%
JPM
-0.44%
-7,382
-0.03%
$170.10
20.39% $204.79
6.72%
FNF
-0.48%
-45,848
-0.06%
$51.02
2.47% $52.28
11.50%
LAD
-6.67%
-58,926
-0.46%
$329.28
18.47% $268.46
6.47%
FG
-7.07%
-472,822
-0.52%
$46.00
7.04% $42.76
6.82%
DFS
+10.58%
+251,909
+0.68%
$112.40
11.58% $125.42
7.06%
OMF
+21.10%
+575,855
+1.31%
$49.20
1.59% $49.98
7.53%
ANTM
+7.93%
+74,206
+1.45%
$471.56
2.34% $482.58
19.76%
LEN
-43.63%
-241,092
-1.57%
$149.04
11.30% $165.88
2.03%
DHI
-36.57%
-442,429
-1.60%
$151.98
0.32% $151.50
2.78%
URI
-100.00%
-418,615
-4.44%
$444.57
54.26% $685.79
0.00%
APO
-33.68%
-2,286,975
-5.08%
$93.19
21.34% $113.08
10.01%
31 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.