Glenn Greenberg - Brave Warrior Advisors 13F Activity & Position Changes (Q2 2019)

As of Jun 30, 2019, the Brave Warrior Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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 Q2 2019, the filing reported:

New Buys - Berkshire Hathaway Inc. New

Increases - Lennar Corporation

Reductions - Citigroup, Inc., Lennar Corporation, Raymond James Financial, Inc., Charles Schwab Corporation (The

Complete Exits - Bread Financial Holdings, Inc.

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
Q2 2019	BFH Bread Financial Holdings, Inc.	Bread Financial Holdings, Inc.	Sell - Position Exit	-1,126,962	-100.0%	$0.00	-
Q2 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy - Position Entry	+1,259,424	-	$268.47K	1,259,424
Q2 2019	C Citigroup, Inc.	Citigroup, Inc.	Sell	-28,435	-2.0%	$97.22K	1,388,318
Q2 2019	LEN Lennar Corporation	Lennar Corporation	Sell	-262,670	-7.2%	$163.53K	3,374,497
Q2 2019	LEN-B Lennar Corporation	Lennar Corporation	Buy	+416	+2.2%	$729.00	18,920
Q2 2019	RJF Raymond James Financial, Inc.	Raymond James Financial, Inc.	Sell	-26,705	-1.1%	$205.67K	2,432,568
Q2 2019	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-53,087	-1.5%	$136.84K	3,404,870