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
Q1 2024Mar 31, 2024
SNX
TD SYNNEX Corporation
Buy - Position Entry
+3,061,083
Q1 2024Mar 31, 2024
MPLX
MPLX LP
Buy
+3,008,609+17697.7%
Q1 2024Mar 31, 2024
AN
AutoNation, Inc.
Buy
+815,328+665.9%
Q1 2024Mar 31, 2024
DFS
Discover Financial Services
Buy
+676,910+25.7%
Q1 2024Mar 31, 2024
LEN
Lennar Corporation
Buy
+442,874+77.5%
Q1 2024Mar 31, 2024
OMF
OneMain Holdings, Inc.
Buy
+255,464+4.0%
Q1 2024Mar 31, 2024
DHI
D.R. Horton, Inc.
Buy
+42,778+5.6%
Q1 2024Mar 31, 2024
MA
Mastercard Incorporated
Buy - Position Entry
+422
Q1 2024Mar 31, 2024
MSFT
Microsoft Corporation
Sell
-500-48.8%
Q1 2024Mar 31, 2024
LPX
Louisiana-Pacific Corporation
Sell
-5,141-2.2%
Q1 2024Mar 31, 2024
KEY
KeyCorp
Sell - Position Exit
-10,000-100.0%
Q1 2024Mar 31, 2024
LAD
Lithia Motors, Inc.
Sell
-56,481-6.9%
Q1 2024Mar 31, 2024
AM
Antero Midstream Corporation
Sell
-76,131-3.4%
Q1 2024Mar 31, 2024
PRI
Primerica, Inc.
Sell
-98,674-4.7%
Q1 2024Mar 31, 2024
ELV
Elevance Health, Inc.
Sell
-110,816-6.3%
Q1 2024Mar 31, 2024
FG
F&G Annuities & Life, Inc.
Sell
-129,211-2.1%
Q1 2024Mar 31, 2024
ABG
Asbury Automotive Group Inc
Sell - Position Exit
-278,367-100.0%
Q1 2024Mar 31, 2024
JPM
JP Morgan Chase & Co.
Sell
-357,530-21.6%
Q1 2024Mar 31, 2024
FNF
FNF Group of Fidelity National
Sell
-373,593-4.0%
Q1 2024Mar 31, 2024
APO
Apollo Global Management, Inc.
Sell
-698,937-15.5%
Q1 2024Mar 31, 2024
RJF
Raymond James Financial, Inc.
Sell - Position Exit
-2,137,186-100.0%
Q4 2023Dec 31, 2023
OMF
OneMain Holdings, Inc.
Buy
+1,118,166+21.1%
Q4 2023Dec 31, 2023
DFS
Discover Financial Services
Buy
+251,909+10.6%
Q4 2023Dec 31, 2023
ELV
Elevance Health, Inc.
Buy
+129,055+7.9%
Q4 2023Dec 31, 2023
KEY
KeyCorp
Buy - Position Entry
+10,000
Q4 2023Dec 31, 2023
BAC
Bank of America Corporation
Buy
+8,000+55.1%
Q4 2023Dec 31, 2023
RYAAY
Ryanair Holdings plc
Buy - Position Entry
+6,526
Q4 2023Dec 31, 2023
MPLX
MPLX LP
Buy
+5,000+41.7%
Q4 2023Dec 31, 2023
ABG
Asbury Automotive Group Inc
Buy
+3,101+1.1%
Q4 2023Dec 31, 2023
AN
AutoNation, Inc.
Buy
+2,728+2.3%
Page 5 of 19544 total trades