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

DateSymbolTypeQuantity
Q4 2024Dec 31, 2024
SPGI
S&P Global Inc.
Sell - Position Exit
-401-100.0%
Q4 2024Dec 31, 2024
TXN
Texas Instruments Incorporated
Sell - Position Exit
-1,010-100.0%
Q4 2024Dec 31, 2024
LEN
Lennar Corporation
Sell
-6,462-0.4%
Q4 2024Dec 31, 2024
DLTR
Dollar Tree, Inc.
Sell - Position Exit
-7,126-100.0%
Q4 2024Dec 31, 2024
BAC
Bank of America Corporation
Sell
-8,000-35.5%
Q4 2024Dec 31, 2024
ELV
Elevance Health, Inc.
Sell
-11,436-0.7%
Q4 2024Dec 31, 2024
MPLX
MPLX LP
Sell
-14,812-0.3%
Q4 2024Dec 31, 2024
DHI
D.R. Horton, Inc.
Sell
-21,534-2.7%
Q4 2024Dec 31, 2024
FNF
FNF Group of Fidelity National
Sell
-37,221-0.6%
Q4 2024Dec 31, 2024
FG
F&G Annuities & Life, Inc.
Sell
-55,729-1.0%
Q4 2024Dec 31, 2024
LAD
Lithia Motors, Inc.
Sell
-241,985-28.3%
Q4 2024Dec 31, 2024
PRI
Primerica, Inc.
Sell
-606,307-41.5%
Q4 2024Dec 31, 2024
DFS
Discover Financial Services
Sell
-930,741-26.9%
Q4 2024Dec 31, 2024
APO
Apollo Global Management, Inc.
Sell - Position Exit
-2,277,466-100.0%
Q3 2024Sep 30, 2024
RYAAY
Ryanair Holdings plc
Buy
+5,054,379+10182.1%
Q3 2024Sep 30, 2024
SNX
TD SYNNEX Corporation
Buy
+373,569+11.2%
Q3 2024Sep 30, 2024
MPLX
MPLX LP
Buy
+197,488+4.7%
Q3 2024Sep 30, 2024
LEN
Lennar Corporation
Buy
+195,540+12.3%
Q3 2024Sep 30, 2024
OMF
OneMain Holdings, Inc.
Buy
+132,045+1.8%
Q3 2024Sep 30, 2024
ALLY
Ally Financial Inc.
Buy - Position Entry
+10,000
Q3 2024Sep 30, 2024
ELV
Elevance Health, Inc.
Buy
+8,286+0.5%
Q3 2024Sep 30, 2024
DLTR
Dollar Tree, Inc.
Buy - Position Entry
+7,126
Q3 2024Sep 30, 2024
TXN
Texas Instruments Incorporated
Buy - Position Entry
+1,010
Q3 2024Sep 30, 2024
MCO
Moody's Corporation
Buy - Position Entry
+471
Q3 2024Sep 30, 2024
MA
Mastercard Incorporated
Buy - Position Entry
+422
Q3 2024Sep 30, 2024
SPGI
S&P Global Inc.
Buy - Position Entry
+401
Q3 2024Sep 30, 2024
UNH
UnitedHealth Group Incorporated
Sell
-111-18.2%
Q3 2024Sep 30, 2024
HCA
HCA Healthcare, Inc.
Sell
-500-12.9%
Q3 2024Sep 30, 2024
LAD
Lithia Motors, Inc.
Sell
-621-0.1%
Q3 2024Sep 30, 2024
AMZN
Amazon.com, Inc.
Sell
-800-36.4%
Page 3 of 19544 total trades