Glenn Greenberg's Portfolio

Brave Warrior Advisors 13F holdings

What is Glenn Greenberg's portfolio?

Brave Warrior Advisors has disclosed a total of 32 security holdings in their (2023 Q2) SEC 13F filing(s) with portfolio value of $3,784,441,061.

What stocks does Glenn Greenberg own?

In Glenn Greenberg's portfolio as of 30 Jun 2023, the top 5 holdings are (APO) APOLLO GLOBAL MANAGEMENT INC (15.98%), (ANTM) ANTHEM INC (15.51%), (PRI) PRIMERICA INC (11.20%), (LAD) LITHIA MOTORS INC (9.22%) and (FNF) FIDELITY NATIONAL FINANCIAL (8.65%).

To see the historical data of Brave Warrior Advisors's portfolio holdings please click on the "2023 Q2" dropdown menu and select the date.

To see Brave Warrior Advisors's original 13F reports (2023 Q2), please click on the "important" button.

Portfolio value: $3,784M+
Period: 2023 Q2
Number of stock: 32
Update: 14 Aug 2023
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
LAD
LITHIA MOTORS INC
9.22%
1,147,259
$304.11
28.53% $390.86
$348,892,934
+7.24% (+77,437)
+0.62%
MAR
MARRIOTT INTERNATIONAL -CL A
0.01%
919
$183.69
54.77% $284.29
$168,881
buy
+0.01%
MSFT
MICROSOFT CORP
0.01%
1,225
$340.54
22.45% $417.00
$417,161
-27.94% (-475)
-0.00%
MCO
MOODY'S CORP
0.03%
3,150
$347.72
38.23% $480.66
$1,095,318
MPLX
MPLX LP
0.01%
9,060
$33.94
45.85% $49.50
$307,496
buy
+0.01%
OMF
ONEMAIN HOLDINGS INC
6.18%
5,351,633
$43.69
29.55% $56.60
$233,812,846
+1.10% (+58,041)
+0.07%
PRI
PRIMERICA INC
11.20%
2,144,014
$197.76
52.57% $301.73
$424,000,209
-0.33% (-7,135)
-0.04%
PGR
PROGRESSIVE CORP
0.01%
1,292
$132.37
101.00% $266.06
$171,027
RJF
RAYMOND JAMES FINANCIAL INC
5.93%
2,164,307
$103.77
59.18% $165.18
$224,590,137
-0.56% (-12,203)
-0.03%
URI
UNITED RENTALS INC
6.16%
523,827
$445.37
90.70% $849.32
$233,296,831
+18.84% (+83,056)
+0.98%
UNH
UNITEDHEALTH GROUP INC
0.01%
801
$480.64
22.93% $590.87
$385,401
WFC
WELLS FARGO & CO
0.01%
5,250
$42.68
77.98% $75.96
$224,070
buy
+0.01%
12 of 32

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
SCHW
SCHWAB (CHARLES) CORP
3,491
-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.