Glenn Greenberg - Brave Warrior Advisors 13F Activity & Position Changes (Q4 2020)

As of Dec 31, 2020, the Brave Warrior Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 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 Q4 2020, the filing reported:

New Buys - None reported

Increases - Credit Acceptance Corporation, Elevance Health, Inc., Moody's Corporation

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

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
Q4 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-57,086	-3.9%	$323.58K	1,395,538
Q4 2020	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+313,568	+221.1%	$157.62K	455,362
Q4 2020	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Sell	-27,254	-2.7%	$105.34K	975,021
Q4 2020	ELV Elevance Health, Inc.	Elevance Health, Inc.	Buy	+7,208	+0.9%	$247.60K	771,135
Q4 2020	MCO Moody's Corporation	Moody's Corporation	Buy	+150	+4.8%	$952.00	3,279
Q4 2020	PGR Progressive Corporation (The)	Progressive Corporation (The)	Sell	-5,588	-0.3%	$163.15K	1,650,000
Q4 2020	RJF Raymond James Financial, Inc.	Raymond James Financial, Inc.	Sell	-38,759	-1.8%	$197.05K	2,059,701
Q4 2020	RYAAY Ryanair Holdings plc	Ryanair Holdings plc	Sell	-21,531	-9.5%	$22.54K	204,975
Q4 2020	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-241,694	-9.4%	$123.00K	2,318,997