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)
AM
-0.35%
-7,895
-0.00%
$12.53
19.87% $15.02
0.67%
KEY
buy
+10,000
+0.00%
$14.40
5.76% $15.23
0.00%
EPD
-100.00%
-10,000
-0.01%
$27.37
4.68% $28.65
0.00%
BAC
+55.05%
+8,000
+0.01%
$33.67
15.30% $38.82
0.02%
MPLX
+41.67%
+5,000
+0.00%
$36.72
11.27% $40.86
0.01%
FG
-7.07%
-472,822
-0.52%
$46.00
7.91% $42.36
6.82%
OMF
+21.10%
+575,855
+1.31%
$49.20
1.12% $49.75
7.53%
FNF
-0.48%
-45,848
-0.06%
$51.02
3.37% $52.74
11.50%
FAF
-100.00%
-6,000
-0.01%
$56.49
2.58% $57.95
0.00%
LPX
-0.58%
-1,331
-0.00%
$70.83
29.63% $91.82
0.39%
BC
-100.00%
-6,828
-0.01%
$79.00
3.25% $81.57
0.00%
APO
-33.68%
-2,286,975
-5.08%
$93.19
21.20% $112.95
10.01%
RJF
-0.16%
-3,521
-0.01%
$111.50
12.22% $125.13
0.00%
DFS
+10.58%
+251,909
+0.68%
$112.40
10.86% $124.61
7.06%
RYAAY
buy
+6,526
+0.02%
$133.36
8.02% $122.67
0.02%
GOOGL
+0.09%
+20
+0.00%
$139.69
26.65% $176.92
0.07%
GOOG
-45.07%
-3,110
-0.01%
$140.93
26.63% $178.46
0.01%
LEN
-43.63%
-241,092
-1.57%
$149.04
9.82% $163.67
2.03%
AN
+2.28%
+2,728
+0.01%
$150.18
13.64% $170.67
0.44%
DHI
-36.57%
-442,429
-1.60%
$151.98
1.44% $149.79
2.78%
JPM
-0.44%
-7,382
-0.03%
$170.10
14.98% $195.58
6.72%
PRI
-0.11%
-2,280
-0.01%
$205.76
10.86% $228.11
10.38%
ABG
+1.13%
+1,876
+0.02%
$224.97
6.24% $239.01
0.00%
ICLR
-100.00%
-874
-0.01%
$246.25
29.43% $318.72
0.00%
HCA
+182.08%
+1,400
+0.02%
$270.68
20.09% $325.05
0.03%
MCO
-100.00%
-3,150
-0.02%
$316.17
30.49% $412.57
0.00%
LAD
-6.67%
-58,926
-0.46%
$329.28
18.98% $266.79
6.47%
MSFT
-16.33%
-200
-0.00%
$376.04
13.11% $425.34
0.01%
URI
-100.00%
-418,615
-4.44%
$444.57
57.71% $701.13
0.00%
ANTM
+7.93%
+74,206
+1.45%
$471.56
2.34% $482.58
19.76%
UNH
-14.08%
-100
-0.00%
$526.47
1.76% $517.23
0.01%
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.