Glenn Greenberg's Portfolio

Brave Warrior Advisors 13F holdings

What is Glenn Greenberg's portfolio?

Brave Warrior Advisors has disclosed a total of 35 security holdings in their (2025 Q2) SEC 13F filing(s) with portfolio value of $4,362,533,777.

What stocks does Glenn Greenberg own?

In Glenn Greenberg's portfolio as of 30 Jun 2025, the top 5 holdings are (SNX) SYNNEX CORP (11.72%), (OMF) ONEMAIN HOLDINGS INC (10.28%), (ANTM) ANTHEM INC (9.89%), (COF) CAPITAL ONE FINANCIAL CORP (8.94%) and (SLM) SLM CORP (7.92%).

To see the historical data of Brave Warrior Advisors's portfolio holdings please click on the "2025 Q2" dropdown menu and select the date.

To see Brave Warrior Advisors's original 13F reports (2025 Q2), please click on the "important" button.

Portfolio value: $4,362M+

Period: 2025 Q2

Number of stock: 35

Update: 14 Aug 2025

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOGL

ALPHABET INC-CL A

0.09%

21,858

$176.23

16.94% $206.09

$3,852,035

GOOG

ALPHABET INC-CL C

0.02%

3,790

$177.39

16.53% $206.72

$672,308

AMZN

AMAZONCOM INC

0.01%

1,400

$219.39

4.31% $228.84

$307,146

ANTERO MIDSTREAM CORP

0.82%

1,897,776

$18.95

6.60% $17.70

$35,962,855

-1.08% (-20,752)

-0.01%

ANTM

ANTHEM INC

9.89%

1,109,653

$388.96

24.07% $482.58

$431,610,631

-29.66% (-467,917)

-4.17%

AUTONATION INC

5.53%

1,214,510

$198.65

10.14% $218.80

$241,262,411

+7.47% (+84,455)

+0.38%

BAC

BANK OF AMERICA CORP

0.03%

26,532

$47.32

4.56% $49.48

$1,255,494

+82.58% (+12,000)

+0.01%

BLDR

BUILDERS FIRSTSOURCE INC

4.89%

1,827,261

$116.69

23.79% $144.45

$213,223,086

+47.17% (+585,683)

+1.57%

COF

CAPITAL ONE FINANCIAL CORP

8.94%

1,832,991

$212.76

3.98% $221.22

$389,987,165

+190.24% (+1,201,438)

+5.86%

CMCSA

COMCAST CORP-CLASS A

0.03%

31,094

$35.69

4.31% $34.15

$1,109,745

DHI

DR HORTON INC

3.42%

1,156,272

$128.92

32.39% $170.68

$149,066,586

-1.59% (-18,725)

-0.06%

F&G ANNUITIES & LIFE INC

3.83%

5,222,765

$31.98

10.48% $35.33

$167,024,025

-1.26% (-66,398)

-0.05%

FNF

FIDELITY NATIONAL FINANCIAL

4.48%

3,487,158

$56.06

8.49% $60.82

$195,490,077

-1.32% (-46,803)

-0.06%

HCA

HCA HEALTHCARE INC

0.03%

3,923

$383.10

5.71% $404.97

$1,502,901

+104.00% (+2,000)

+0.02%

ICLR

ICON PLC

0.02%

5,000

$145.45

20.89% $175.83

$727,250

JPM

JPMORGAN CHASE & CO

0.04%

5,643

$289.91

2.18% $296.24

$1,635,962

LEN

LENNAR CORP-A

5.47%

2,157,127

$110.61

22.73% $135.75

$238,599,817

-1.48% (-32,481)

-0.08%

MAR

MARRIOTT INTERNATIONAL -CL A

0.01%

1,194

$273.21

0.22% $273.82

$326,213

MASTERCARD INC - A

0.01%

422

$561.94

6.59% $598.96

$237,139

Completely sold out

History

Ticker

Stock

Sold
Shares*

% change to
Portfolio

DFS

DISCOVER FINANCIAL SERVICES

1,608,880

-6.30%

LAD

LITHIA MOTORS INC

381,889

-2.57%

ALLY

ALLY FINANCIAL INC

10,000

-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.