Glenn Greenberg - Brave Warrior Advisors 13F Activity & Position Changes (Q1 2021)

As of Mar 31, 2021, the Brave Warrior Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 17, 2021. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2021, the filing reported:

New Buys - None reported

Increases - Dollar Tree, Inc., Elevance Health, Inc., Marriott International, Progressive Corporation (The)

Reductions - Berkshire Hathaway Inc. New, Credit Acceptance Corporation, Raymond James Financial, Inc., Ryanair Holdings plc, Charles Schwab Corporation (The

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2021	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-8,712	-0.6%	$354.29K	1,386,826
Q1 2021	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-451,814	-99.2%	$1.28K	3,548
Q1 2021	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Buy	+535,890	+55.0%	$172.94K	1,510,911
Q1 2021	ELV Elevance Health, Inc.	Elevance Health, Inc.	Buy	+392,594	+50.9%	$417.72K	1,163,729
Q1 2021	MAR Marriott International	Marriott International	Buy	+326	+11.3%	$477.00	3,223
Q1 2021	PGR Progressive Corporation (The)	Progressive Corporation (The)	Buy	+740,387	+44.9%	$228.54K	2,390,387
Q1 2021	RJF Raymond James Financial, Inc.	Raymond James Financial, Inc.	Sell	-15,011	-0.7%	$250.60K	2,044,690
Q1 2021	RYAAY Ryanair Holdings plc	Ryanair Holdings plc	Sell	-1,726	-0.8%	$23.37K	203,249
Q1 2021	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-1,584,709	-68.3%	$47.86K	734,288