Glenn Greenberg's Portfolio

Brave Warrior Advisors 13F holdings

What is Glenn Greenberg's portfolio?

Brave Warrior Advisors has disclosed a total of 23 security holdings in their (2020 Q3) SEC 13F filing(s) with portfolio value of $2,240,514,000.

What stocks does Glenn Greenberg own?

In Glenn Greenberg's portfolio as of 30 Sep 2020, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (13.81%), (AON) AON PLC-CLASS A (12.19%), (JPM) JPMORGAN CHASE & CO (9.65%), (ANTM) ANTHEM INC (9.16%) and (HCA) HCA HEALTHCARE INC (9.11%).

To see the historical data of Brave Warrior Advisors's portfolio holdings please click on the "2020 Q3" dropdown menu and select the date.

To see Brave Warrior Advisors's original 13F reports (2020 Q3), please click on the "important" button.

Portfolio value: $2,240M+

Period: 2020 Q3

Number of stock: 23

Update: 16 Nov 2020

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOGL

ALPHABET INC-CL A

5.15%

1,574,600

$73.28

124.84% $164.76

$115,387,000

-52.23% (-1,721,580)

-5.63%

GOOG

ALPHABET INC-CL C

0.03%

8,960

$73.47

126.71% $166.57

$658,350

-44.02% (-7,045)

-0.03%

AMZN

AMAZONCOM INC

0.01%

1,380

$157.25

25.36% $197.12

$217,000

buy

+0.01%

ANTERO MIDSTREAM CORP

2.03%

7,110,500

$5.37

193.67% $15.77

$38,183,040

+19.54% (+1,162,334)

+0.33%

ANTM

ANTHEM INC

9.16%

763,927

$268.59

79.67% $482.58

$205,183,000

-0.98% (-7,541)

-0.09%

AON

AON PLC-CLASS A

12.19%

1,323,535

$206.30

87.21% $386.21

$273,045,000

buy

+12.19%

BAC

BANK OF AMERICA CORP

0.02%

14,532

$24.08

95.14% $47.00

$350,000

BRK.B

BERKSHIRE HATHAWAY INC CL-B

13.81%

1,198,414

$212.94

123.81% $476.57

$255,189,825

-29.63% (-504,532)

-5.81%

CDK

CDK GLOBAL INC

0.02%

7,847

$43.58

25.64% $54.76

$342,000

buy

+0.02%

CMCSA

COMCAST CORP-CLASS A

0.06%

25,186

$46.25

6.00% $43.47

$1,164,780

CACC

CREDIT ACCEPTANCE CORP

2.14%

141,794

$338.64

39.71% $473.10

$48,017,000

buy

+2.14%

DLTR

DOLLAR TREE INC

4.09%

1,002,275

$91.34

27.30% $66.40

$91,548,000

+8,809.90% (+991,026)

+4.04%

HCA

HCA HEALTHCARE INC

9.11%

1,637,772

$124.68

160.61% $324.93

$204,197,000

-1.62% (-27,023)

-0.15%

JPM

JPMORGAN CHASE & CO

9.65%

2,245,142

$96.27

158.18% $248.55

$216,140,000

+12.76% (+254,017)

+1.09%

MAR

MARRIOTT INTERNATIONAL -CL A

0.01%

2,259

$92.51

207.31% $284.29

$209,040

Completely sold out

History

Ticker

Stock

Sold
Shares*

% change to
Portfolio

DHI

DR HORTON INC

1,324,702

-3.28%

LEN

LENNAR CORP-A

1,087,456

-3.32%

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.