Glenn Greenberg - Brave Warrior Advisors 13F Activity & Position Changes (Q3 2021)

As of Sep 30, 2021, the Brave Warrior Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 15, 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 Q3 2021, the filing reported:

New Buys - None reported

Increases - Amazon.com, Inc., Elevance Health, Inc., Marriott International, Raymond James Financial, Inc.

Reductions - Berkshire Hathaway Inc. New, Progressive Corporation (The), Charles Schwab Corporation (The

Complete Exits - Dollar Tree, 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
Q3 2021	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+1	+1.4%	$230.00	70
Q3 2021	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-10,984	-1.6%	$187.09K	685,456
Q3 2021	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Sell - Position Exit	-949,378	-100.0%	$0.00	-
Q3 2021	ELV Elevance Health, Inc.	Elevance Health, Inc.	Buy	+225,846	+19.7%	$511.21K	1,371,262
Q3 2021	MAR Marriott International	Marriott International	Buy	+21	+0.7%	$480.00	3,244
Q3 2021	PGR Progressive Corporation (The)	Progressive Corporation (The)	Sell	-65,211	-2.8%	$206.34K	2,282,720
Q3 2021	RJF Raymond James Financial, Inc.	Raymond James Financial, Inc.	Buy	+641,738	+39.4%	$209.34K	2,268,517
Q3 2021	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-13,350	-1.9%	$51.57K	707,943