Glenn Greenberg - Brave Warrior Advisors 13F Activity & Position Changes (Q2 2021)

As of Jun 30, 2021, the Brave Warrior Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 16, 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 Q2 2021, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - Berkshire Hathaway Inc. New, Dollar Tree, Inc., Elevance Health, Inc., Progressive Corporation (The), Raymond James Financial, Inc., and 1 more

Complete Exits - Credit Acceptance Corporation, Ryanair Holdings plc

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 2021	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-690,386	-49.8%	$193.55K	696,440
Q2 2021	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell - Position Exit	-3,548	-100.0%	$0.00	-
Q2 2021	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Sell	-561,533	-37.2%	$94.46K	949,378
Q2 2021	ELV Elevance Health, Inc.	Elevance Health, Inc.	Sell	-18,313	-1.6%	$437.32K	1,145,416
Q2 2021	PGR Progressive Corporation (The)	Progressive Corporation (The)	Sell	-42,456	-1.8%	$230.59K	2,347,931
Q2 2021	RJF Raymond James Financial, Inc.	Raymond James Financial, Inc.	Sell	-417,911	-20.4%	$211.32K	1,626,779
Q2 2021	RYAAY Ryanair Holdings plc	Ryanair Holdings plc	Sell - Position Exit	-203,249	-100.0%	$0.00	-
Q2 2021	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-12,995	-1.8%	$52.52K	721,293