Glenn Greenberg – Brave Warrior Advisors Portfolio Activity & Recent Trades (Jun 30, 2025)

As of Jun 30, 2025, the Brave Warrior Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. 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 2025, the filing reported:

New Buys – U.S. Bancorp (USB), Texas Instruments Incorporated (TXN), Meta Platforms, Inc. (META)

Increases – Capital One Financial Corporati (COF), SLM Corporation (SLM), Builders FirstSource, Inc. (BLDR), OneMain Holdings, Inc. (OMF), AutoNation, Inc. (AN), and 3 more

Reductions – Microsoft Corporation (MSFT), Primerica, Inc. (PRI), D.R. Horton, Inc. (DHI), Antero Midstream Corporation (AM), Lennar Corporation (LEN), and 7 more

Complete Exits – Ally Financial Inc. (ALLY), Lithia Motors, Inc. (LAD), Discover Financial Services (DFS)

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

Brave Warrior Advisors Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q3 2022Sep 30, 2022	LAD Lithia Motors, Inc.	Lithia Motors, Inc.	Buy	+144,907+14.6%	$243.77K	1,136,208
Q3 2022Sep 30, 2022	LEN Lennar Corporation	Lennar Corporation	Buy	+85,455+10.5%	$66.94K	897,919
Q3 2022Sep 30, 2022	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+6,555+1900.0%	$663.00	6,900
Q3 2022Sep 30, 2022	PHM PulteGroup, Inc.	PulteGroup, Inc.	Buy - Position Entry	+6,200	$232.00	6,200
Q3 2022Sep 30, 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+5,320+1900.0%	$536.00	5,600
Q3 2022Sep 30, 2022	FAF First American Corporation (New	First American Corporation (New	Buy	+1,500+37.5%	$254.00	5,500
Q3 2022Sep 30, 2022	HCA HCA Healthcare, Inc.	HCA Healthcare, Inc.	Buy	+695+0.2%	$77.35K	420,871
Q3 2022Sep 30, 2022	URI United Rentals, Inc.	United Rentals, Inc.	Buy	+90+0.0%	$122.00K	451,639
Q3 2022Sep 30, 2022	PRI Primerica, Inc.	Primerica, Inc.	Sell	-1,783-0.1%	$271.50K	2,199,229
Q3 2022Sep 30, 2022	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-2,489-0.1%	$181.34K	1,735,301
Q3 2022Sep 30, 2022	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Sell	-5,441-0.3%	$109.18K	1,621,062
Q3 2022Sep 30, 2022	RJF Raymond James Financial, Inc.	Raymond James Financial, Inc.	Sell	-7,526-0.3%	$221.20K	2,238,425
Q3 2022Sep 30, 2022	ELV Elevance Health, Inc.	Elevance Health, Inc.	Sell	-21,405-1.8%	$540.49K	1,189,871
Q3 2022Sep 30, 2022	AM Antero Midstream Corporation	Antero Midstream Corporation	Sell	-32,948-1.4%	$21.58K	2,350,819
Q3 2022Sep 30, 2022	VVV Valvoline Inc.	Valvoline Inc.	Sell	-2,118,695-28.0%	$138.15K	5,451,901
Q2 2022Jun 30, 2022	OMF OneMain Holdings, Inc.	OneMain Holdings, Inc.	Buy - Position Entry	+2,889,274	$108.00K	2,889,274
Q2 2022Jun 30, 2022	APO Apollo Global Management, Inc.	Apollo Global Management, Inc.	Buy	+1,575,499+26.9%	$360.11K	7,428,006
Q2 2022Jun 30, 2022	URI United Rentals, Inc.	United Rentals, Inc.	Buy	+205,131+83.2%	$109.69K	451,549
Q2 2022Jun 30, 2022	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+143,837+9.0%	$195.69K	1,737,790
Q2 2022Jun 30, 2022	LAD Lithia Motors, Inc.	Lithia Motors, Inc.	Buy	+106,194+12.0%	$272.42K	991,301
Q2 2022Jun 30, 2022	LEN Lennar Corporation	Lennar Corporation	Buy	+96,660+13.5%	$57.34K	812,464
Q2 2022Jun 30, 2022	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Buy	+93,805+6.1%	$107.66K	1,626,503
Q2 2022Jun 30, 2022	PRI Primerica, Inc.	Primerica, Inc.	Buy	+93,414+4.4%	$263.44K	2,201,012
Q2 2022Jun 30, 2022	AM Antero Midstream Corporation	Antero Midstream Corporation	Buy	+5,534+0.2%	$21.57K	2,383,767
Q2 2022Jun 30, 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+1,830+2614.3%	$202.00	1,900
Q2 2022Jun 30, 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-53-15.9%	$610.00	280
Q2 2022Jun 30, 2022	MCO Moody's Corporation	Moody's Corporation	Sell	-150-4.6%	$851.00	3,129
Q2 2022Jun 30, 2022	MA Mastercard Incorporated	Mastercard Incorporated	Sell - Position Exit	-569-100.0%	$0.00	-
Q2 2022Jun 30, 2022	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-1,090-30.7%	$1.27K	2,466
Q2 2022Jun 30, 2022	MAR Marriott International	Marriott International	Sell - Position Exit	-1,185-100.0%	$0.00	-

Page 10 of 19 • 555 total trades

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