Glenn Greenberg's Portfolio

Brave Warrior Advisors 13F holdings

What is Glenn Greenberg's portfolio?

Brave Warrior Advisors has disclosed a total of 28 security holdings in their (2023 Q1) SEC 13F filing(s) with portfolio value of $3,233,285,490.

What stocks does Glenn Greenberg own?

In Glenn Greenberg's portfolio as of 31 Mar 2023, the top 5 holdings are (APO) APOLLO GLOBAL MANAGEMENT INC (15.45%), (ANTM) ANTHEM INC (15.43%), (PRI) PRIMERICA INC (11.46%), (FNF) FIDELITY NATIONAL FINANCIAL (9.82%) and (LAD) LITHIA MOTORS INC (7.57%).

To see the historical data of Brave Warrior Advisors's portfolio holdings please click on the "2023 Q1" dropdown menu and select the date.

To see Brave Warrior Advisors's original 13F reports (2023 Q1), please click on the "important" button.

Portfolio value: $3,233M+
Period: 2023 Q1
Number of stock: 28
Update: 15 May 2023
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
UNH
UNITEDHEALTH GROUP INC
0.02%
1,106
$472.59
7.53% $508.17
$522,685
-8.29% (-100)
-0.00%
ANTM
ANTHEM INC
15.43%
1,084,768
$459.81
4.95% $482.58
$498,787,174
+24.34% (+212,353)
+3.02%
URI
UNITED RENTALS INC
5.40%
440,771
$395.76
70.19% $673.55
$174,439,531
-0.45% (-1,979)
-0.02%
MCO
MOODY'S CORP
0.03%
3,150
$306.02
34.17% $410.60
$963,963
MSFT
MICROSOFT CORP
0.02%
1,700
$288.30
49.21% $430.16
$490,110
HCA
HCA HEALTHCARE INC
0.32%
38,652
$263.68
20.87% $318.70
$10,191,759
-90.69% (-376,362)
-3.07%
LAD
LITHIA MOTORS INC
7.57%
1,069,822
$228.93
11.97% $256.34
$244,914,350
-1.35% (-14,639)
-0.10%
ABG
ASBURY AUTOMOTIVE GROUP
1.80%
276,935
$210.00
10.14% $231.30
$58,156,350
-0.32% (-901)
-0.01%
PRI
PRIMERICA INC
11.46%
2,151,149
$172.24
32.11% $227.55
$370,513,904
-0.44% (-9,511)
-0.05%
PGR
PROGRESSIVE CORP
0.01%
1,746
$143.06
42.53% $203.91
$249,783
AN
AUTONATION INC
1.04%
250,280
$134.36
26.33% $169.74
$33,627,621
+8.60% (+19,812)
+0.08%
JPM
JPMORGAN CHASE & CO
6.84%
1,697,747
$130.31
54.03% $200.71
$221,233,412
-0.67% (-11,418)
-0.05%
LEN
LENNAR CORP-A
2.84%
874,890
$105.11
48.78% $156.38
$91,959,688
-0.41% (-3,575)
-0.01%
GOOG
ALPHABET INC-CL C
0.03%
8,150
$104.00
69.55% $176.33
$847,600
GOOGL
ALPHABET INC-CL A
0.07%
23,088
$103.73
68.70% $174.99
$2,394,918
+75.48% (+9,931)
+0.03%
AMZN
AMAZONCOM INC
0.01%
3,200
$103.29
74.99% $180.75
$330,528
buy
+0.01%
DHI
DR HORTON INC
4.78%
1,580,567
$97.69
48.04% $144.62
$154,405,590
-0.56% (-8,893)
-0.03%
RJF
RAYMOND JAMES FINANCIAL INC
6.28%
2,176,510
$93.27
34.94% $125.86
$203,003,088
-0.50% (-10,941)
-0.03%
BC
BRUNSWICK CORP
0.03%
12,328
$82.00
3.09% $79.47
$1,010,896
buy
+0.03%
APO
APOLLO GLOBAL MANAGEMENT INC
15.45%
7,910,138
$63.16
82.90% $115.52
$499,604,316
-0.33% (-25,796)
-0.05%
20 of 28

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
META
META PLATFORMS INC-CLASS A
1,838
-0.01%

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.