Glenn Greenberg - Brave Warrior Advisors Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 35 | |
| Portfolio Value | $4.37B |
Brave Warrior Advisors Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | RYAAY Ryanair Holdings plc | Sell - Position Exit | -5,476,889-100.0% |
Q2 2025Jun 30, 2025 | OMF OneMain Holdings, Inc. | Sell - Position Exit | -7,343,636-100.0% |
Q2 2025Jun 30, 2025 | SLM SLM Corporation | Sell - Position Exit | -9,455,374-100.0% |
Q1 2025Mar 31, 2025 | SLM SLM Corporation | Buy - Position Entry | +9,455,374 |
Q1 2025Mar 31, 2025 | BLDR Builders FirstSource, Inc. | Buy - Position Entry | +1,241,578 |
Q1 2025Mar 31, 2025 | COF Capital One Financial Corporati | Buy | +630,053+42003.5% |
Q1 2025Mar 31, 2025 | LEN Lennar Corporation | Buy | +415,218+23.4% |
Q1 2025Mar 31, 2025 | DHI D.R. Horton, Inc. | Buy | +393,470+50.3% |
Q1 2025Mar 31, 2025 | V Visa Inc. | Buy - Position Entry | +618 |
Q1 2025Mar 31, 2025 | SPGI S&P Global Inc. | Buy - Position Entry | +401 |
Q1 2025Mar 31, 2025 | HCA HCA Healthcare, Inc. | Sell | -1,450-43.0% |
Q1 2025Mar 31, 2025 | AM Antero Midstream Corporation | Sell | -14,312-0.7% |
Q1 2025Mar 31, 2025 | PRI Primerica, Inc. | Sell | -19,210-2.2% |
Q1 2025Mar 31, 2025 | ELV Elevance Health, Inc. | Sell | -52,407-3.2% |
Q1 2025Mar 31, 2025 | MPLX MPLX LP | Sell | -54,068-1.2% |
Q1 2025Mar 31, 2025 | SNX TD SYNNEX Corporation | Sell | -70,706-1.7% |
Q1 2025Mar 31, 2025 | OMF OneMain Holdings, Inc. | Sell | -94,034-1.3% |
Q1 2025Mar 31, 2025 | FG F&G Annuities & Life, Inc. | Sell | -111,278-2.1% |
Q1 2025Mar 31, 2025 | RYAAY Ryanair Holdings plc | Sell | -127,369-2.3% |
Q1 2025Mar 31, 2025 | LAD Lithia Motors, Inc. | Sell | -230,677-37.7% |
Q1 2025Mar 31, 2025 | AN AutoNation, Inc. | Sell | -331,158-22.7% |
Q1 2025Mar 31, 2025 | DFS Discover Financial Services | Sell | -915,085-36.3% |
Q1 2025Mar 31, 2025 | FNF FNF Group of Fidelity National | Sell | -2,439,170-40.8% |
Q4 2024Dec 31, 2024 | RYAAY Ryanair Holdings plc | Buy | +500,239+9.8% |
Q4 2024Dec 31, 2024 | AN AutoNation, Inc. | Buy | +488,904+50.3% |
Q4 2024Dec 31, 2024 | SNX TD SYNNEX Corporation | Buy | +451,557+12.2% |
Q4 2024Dec 31, 2024 | OMF OneMain Holdings, Inc. | Buy | +35,448+0.5% |
Q4 2024Dec 31, 2024 | AM Antero Midstream Corporation | Buy | +33,908+1.8% |
Q4 2024Dec 31, 2024 | COF Capital One Financial Corporati | Buy - Position Entry | +1,500 |
Q4 2024Dec 31, 2024 | MSFT Microsoft Corporation | Buy | +750+142.9% |