whalstreet

Glenn GreenbergvsBryan Lawrence

Side-by-side current 13F portfolio comparison · 2 shared positions
Whale A
Glenn Greenberg
Brave Warrior Advisors, LLC
AUM
$4.3B
Positions
33
Shared %
5.8%
Whale B
Bryan Lawrence
Oakcliff Capital Partners, LP
AUM
$233M
Positions
8
Shared %
21.1%
Common holdings · 2
Stocks both whales currently hold — sorted by combined value
StockGlenn weightBryan weightGlenn valueBryan value
LEN · Lennar Corp.5.8%5.2%$248M$12M
GOOG · Alphabet Inc.0.0%15.9%$1M$37M
Unique to Glenn Greenberg
Top 10 by value held — not in the other's portfolio
StockWeightValue
OMF · Onemain Hldgs Inc.12.2%$523M
SNX · Td Synnex Corporation11.1%$475M
ELV · Elevance Health Inc. Formerly10.3%$439M
SLM · Slm Corp.8.1%$347M
AN · Autonation Inc.7.5%$321M
601137102 · Millrose Pptys Inc.6.0%$257M
BLDR · Builders Firstsource Inc.5.7%$245M
COF · Capital One Financial5.7%$245M
MPLX · Mplx LP5.6%$239M
RYAAY · Ryanair Holdings Plc5.2%$221M
Unique to Bryan Lawrence
Top 10 by value held — not in the other's portfolio
StockWeightValue
IBKR · Interactive Brokers Group In28.4%$66M
GIL · Gildan Activewear Inc.18.3%$43M
TDG · Transdigm Group Inc.13.8%$32M
GWRE · Guidewire Software Inc.7.2%$17M
NRP · Natural Resource Partners L5.7%$13M
SGU · Star Group L P5.6%$13M
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★ WatchlistData from SEC EDGAR · whalstreet.com