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.

Balances
Holdings
Activity
Options
Allocation
Strategy

Brave Warrior Advisors Activity

DateSymbolTypeQuantity
Q4 2020Dec 31, 2020
MCO
Moody's Corporation
Buy
+150+4.8%
Q4 2020Dec 31, 2020
PGR
Progressive Corporation (The)
Sell
-5,588-0.3%
Q4 2020Dec 31, 2020
RYAAY
Ryanair Holdings plc
Sell
-21,531-9.5%
Q4 2020Dec 31, 2020
DLTR
Dollar Tree, Inc.
Sell
-27,254-2.7%
Q4 2020Dec 31, 2020
RJF
Raymond James Financial, Inc.
Sell
-38,759-1.8%
Q4 2020Dec 31, 2020
BRK-B
Berkshire Hathaway Inc. New
Sell
-57,086-3.9%
Q4 2020Dec 31, 2020
SCHW
Charles Schwab Corporation (The
Sell
-241,694-9.4%
Q3 2020Sep 30, 2020
SCHW
Charles Schwab Corporation (The
Buy
+1,122,638+78.1%
Q3 2020Sep 30, 2020
DLTR
Dollar Tree, Inc.
Buy
+991,026+8809.9%
Q3 2020Sep 30, 2020
CACC
Credit Acceptance Corporation
Buy - Position Entry
+141,794
Q3 2020Sep 30, 2020
AMZN
Amazon.com, Inc.
Buy - Position Entry
+69
Q3 2020Sep 30, 2020
GOOG
Alphabet Inc.
Sell - Position Exit
-936-100.0%
Q3 2020Sep 30, 2020
ELV
Elevance Health, Inc.
Sell
-7,541-1.0%
Q3 2020Sep 30, 2020
RYAAY
Ryanair Holdings plc
Sell
-22,000-8.9%
Q3 2020Sep 30, 2020
CMCSA
Comcast Corporation
Sell - Position Exit
-31,094-100.0%
Q3 2020Sep 30, 2020
RJF
Raymond James Financial, Inc.
Sell
-100,689-4.6%
Q3 2020Sep 30, 2020
PGR
Progressive Corporation (The)
Sell
-114,677-6.5%
Q3 2020Sep 30, 2020
GOOGL
Alphabet Inc.
Sell - Position Exit
-164,809-100.0%
Q3 2020Sep 30, 2020
UNH
UnitedHealth Group Incorporated
Sell - Position Exit
-165,491-100.0%
Q3 2020Sep 30, 2020
META
Meta Platforms, Inc.
Sell - Position Exit
-352,099-100.0%
Q3 2020Sep 30, 2020
BRK-B
Berkshire Hathaway Inc. New
Sell
-611,554-29.6%
Q3 2020Sep 30, 2020
LEN
Lennar Corporation
Sell - Position Exit
-1,208,285-100.0%
Q3 2020Sep 30, 2020
DHI
D.R. Horton, Inc.
Sell - Position Exit
-1,324,702-100.0%
Q3 2020Sep 30, 2020
PRI
Primerica, Inc.
Sell - Position Exit
-1,557,166-100.0%
Q3 2020Sep 30, 2020
HCA
HCA Healthcare, Inc.
Sell - Position Exit
-1,664,795-100.0%
Q3 2020Sep 30, 2020
JPM
JP Morgan Chase & Co.
Sell - Position Exit
-1,991,125-100.0%
Q3 2020Sep 30, 2020
AM
Antero Midstream Corporation
Sell - Position Exit
-7,081,150-100.0%
Q2 2020Jun 30, 2020
AM
Antero Midstream Corporation
Buy
+4,119,589+139.1%
Q2 2020Jun 30, 2020
BRK-B
Berkshire Hathaway Inc. New
Buy
+319,463+18.3%
Q2 2020Jun 30, 2020
HCA
HCA Healthcare, Inc.
Buy
+282,852+20.5%
Page 13 of 19 • 555 total trades
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