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
Q3 2024Sep 30, 2024
AMAT
Applied Materials, Inc.
Sell - Position Exit
-961-100.0%
Q3 2024Sep 30, 2024
DHI
D.R. Horton, Inc.
Sell
-2,862-0.4%
Q3 2024Sep 30, 2024
DFS
Discover Financial Services
Sell
-6,266-0.2%
Q3 2024Sep 30, 2024
AN
AutoNation, Inc.
Sell
-6,926-0.7%
Q3 2024Sep 30, 2024
AM
Antero Midstream Corporation
Sell
-191,357-9.2%
Q3 2024Sep 30, 2024
PRI
Primerica, Inc.
Sell
-429,842-22.7%
Q3 2024Sep 30, 2024
FG
F&G Annuities & Life, Inc.
Sell
-593,194-9.8%
Q3 2024Sep 30, 2024
FNF
FNF Group of Fidelity National
Sell
-1,357,181-18.4%
Q3 2024Sep 30, 2024
APO
Apollo Global Management, Inc.
Sell
-1,502,235-39.7%
Q2 2024Jun 30, 2024
MPLX
MPLX LP
Buy
+1,209,869+40.0%
Q2 2024Jun 30, 2024
OMF
OneMain Holdings, Inc.
Buy
+597,913+9.0%
Q2 2024Jun 30, 2024
LEN
Lennar Corporation
Buy
+570,871+56.3%
Q2 2024Jun 30, 2024
SNX
TD SYNNEX Corporation
Buy
+260,963+8.5%
Q2 2024Jun 30, 2024
DFS
Discover Financial Services
Buy
+150,895+4.6%
Q2 2024Jun 30, 2024
LAD
Lithia Motors, Inc.
Buy
+87,671+11.4%
Q2 2024Jun 30, 2024
RYAAY
Ryanair Holdings plc
Buy
+43,114+660.6%
Q2 2024Jun 30, 2024
AN
AutoNation, Inc.
Buy
+41,472+4.4%
Q2 2024Jun 30, 2024
AMAT
Applied Materials, Inc.
Buy - Position Entry
+961
Q2 2024Jun 30, 2024
MA
Mastercard Incorporated
Sell - Position Exit
-422-100.0%
Q2 2024Jun 30, 2024
AMZN
Amazon.com, Inc.
Sell
-500-18.5%
Q2 2024Jun 30, 2024
DHI
D.R. Horton, Inc.
Sell
-4,213-0.5%
Q2 2024Jun 30, 2024
WFC
Wells Fargo & Company
Sell - Position Exit
-5,250-100.0%
Q2 2024Jun 30, 2024
ELV
Elevance Health, Inc.
Sell
-12,710-0.8%
Q2 2024Jun 30, 2024
APO
Apollo Global Management, Inc.
Sell
-24,683-0.6%
Q2 2024Jun 30, 2024
FG
F&G Annuities & Life, Inc.
Sell
-38,519-0.6%
Q2 2024Jun 30, 2024
AM
Antero Midstream Corporation
Sell
-58,840-2.7%
Q2 2024Jun 30, 2024
PRI
Primerica, Inc.
Sell
-125,039-6.2%
Q2 2024Jun 30, 2024
LPX
Louisiana-Pacific Corporation
Sell - Position Exit
-224,598-100.0%
Q2 2024Jun 30, 2024
JPM
JP Morgan Chase & Co.
Sell
-1,292,985-99.6%
Q2 2024Jun 30, 2024
FNF
FNF Group of Fidelity National
Sell
-1,709,198-18.8%
Page 4 of 19544 total trades