Glenn Greenberg's Portfolio

Brave Warrior Advisors 13F holdings

What is Glenn Greenberg's portfolio?

Brave Warrior Advisors has disclosed a total of 22 security holdings in their (2020 Q1) SEC 13F filing(s) with portfolio value of $1,737,021,000.

What stocks does Glenn Greenberg own?

In Glenn Greenberg's portfolio as of 31 Mar 2020, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (18.36%), (GOOGL) ALPHABET INC-CL A (11.80%), (ANTM) ANTHEM INC (11.44%), (JPM) JPMORGAN CHASE & CO (9.90%) and (RJF) RAYMOND JAMES FINANCIAL INC (8.12%).

To see the historical data of Brave Warrior Advisors's portfolio holdings please click on the "2020 Q1" dropdown menu and select the date.

To see Brave Warrior Advisors's original 13F reports (2020 Q1), please click on the "important" button.

Portfolio value: $1,737M+
Period: 2020 Q1
Number of stock: 22
Update: 15 May 2020
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOGL
ALPHABET INC-CL A
11.80%
3,527,600
$58.10
183.59% $164.76
$204,945,000
-24.43% (-1,140,220)
-3.81%
GOOG
ALPHABET INC-CL C
0.06%
12,542
$58.12
186.60% $166.57
$728,959
-14.91% (-2,197)
-0.01%
AM
ANTERO MIDSTREAM CORP
0.36%
2,961,561
$2.10
650.99% $15.77
$6,219,000
+72.86% (+1,248,247)
+0.15%
AR
ANTERO RESOURCES CORP
0.35%
8,518,664
$0.71
4K+% $33.11
$6,073,000
+19.70% (+1,402,121)
+0.06%
ANTM
ANTHEM INC
11.44%
573,430
$227.04
112.55% $482.58
$130,191,730
+39.48% (+162,318)
+3.24%
BAC
BANK OF AMERICA CORP
0.02%
14,532
$21.26
121.04% $47.00
$309,000
BRK.B
BERKSHIRE HATHAWAY INC CL-B
18.36%
1,744,715
$182.83
160.66% $476.57
$318,986,000
+18.39% (+271,028)
+2.85%
CMCSA
COMCAST CORP-CLASS A
0.06%
19,900
$34.38
26.44% $43.47
$684,160
DLTR
DOLLAR TREE INC
0.05%
11,249
$73.43
9.57% $66.40
$826,000
+44.24% (+3,450)
+0.01%
DHI
DR HORTON INC
3.20%
1,635,442
$34.00
380.97% $163.53
$55,605,000
+42.97% (+491,536)
+0.96%
HCA
HCA HEALTHCARE INC
7.15%
1,381,943
$89.85
261.63% $324.93
$124,168,000
buy
+7.15%
JPM
JPMORGAN CHASE & CO
9.90%
1,909,245
$90.03
176.08% $248.55
$171,889,000
+3.76% (+69,237)
+0.36%
LEN.B
LENNAR CORP - B SHS
0.02%
9,708
$28.95
454.46% $160.49
$281,000
-27.05% (-3,600)
-0.01%
LEN
LENNAR CORP-A
3.69%
1,023,245
$38.20
342.85% $169.17
$39,088,190
-29.21% (-422,227)
-1.52%
MAR
MARRIOTT INTERNATIONAL -CL A
0.01%
2,897
$74.91
279.53% $284.29
$217,000
buy
+0.01%
META
META PLATFORMS INC-CLASS A
3.18%
206,788
$166.80
235.21% $559.14
$34,492,500
buy
+3.18%
MCO
MOODY'S CORP
0.04%
1,861
$211.57
127.19% $480.66
$393,890
-41.48% (-1,319)
-0.03%
PRI
PRIMERICA INC
7.48%
1,467,585
$88.48
241.01% $301.73
$129,852,000
+105.51% (+753,467)
+3.84%
PGR
PROGRESSIVE CORP
7.31%
1,718,989
$73.84
260.32% $266.06
$126,930,000
-0.31% (-5,387)
-0.02%
RJF
RAYMOND JAMES FINANCIAL INC
8.12%
862,559
$94.80
74.24% $165.18
$81,770,720
-6.90% (-63,959)
-0.60%
20 of 22

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.