Glenn Greenberg · Brave Warrior Advisors, LLC
| Period: | Q4 2024 |
| Portfolio date: | Dec 31, 2024 |
| No. of stocks: | 30 |
| Portfolio value: | $4.0B |
Viewing historical Q4 2024 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| ELV · Elevance Health Inc. Formerly | 14.96 | New | 1,629,977 | $368.90 | $601,298,515 | $378.07 | +2.49% | $273.71 | $424.24 |
| SNX · Td Synnex Corporation | 12.10 | New | 4,147,172 | $117.28 | $486,380,332 | $239.07 | +103.85% | $118.35 | $240.47 |
| 254709108 · Discover Finl Svcs | 10.88 | New | 2,523,965 | $173.23 | $437,226,457 | — | — | — | — |
| OMF · Onemain Hldgs Inc. | 9.65 | New | 7,437,670 | $52.13 | $387,725,737 | $56.09 | +7.60% | $45.78 | $71.93 |
| FNF · Fidelity National Financial | 8.34 | New | 5,973,131 | $56.14 | $335,331,574 | $50.58 | -9.90% | $42.78 | $59.21 |
| AN · Autonation Inc. | 6.17 | New | 1,461,213 | $169.84 | $248,172,416 | $205.97 | +21.27% | $176.25 | $228.92 |
| RYAAY · Ryanair Holdings Plc | 6.08 | New | 5,604,258 | $43.59 | $244,289,606 | $58.07 | +33.22% | $49.40 | $74.24 |
| LEN · Lennar Corp. | 6.02 | New | 1,774,390 | $136.37 | $241,973,564 | $88.38 | -35.19% | $83.03 | $144.24 |
| PRI · Primerica Inc. | 5.77 | New | 853,864 | $271.42 | $231,755,767 | $274.55 | +1.15% | $230.09 | $288.03 |
| FG · F&G Annuities & Life Inc. | 5.57 | New | 5,400,441 | $41.44 | $223,794,275 | $28.30 | -31.71% | $20.57 | $36.70 |
| LAD · Lithia Mtrs Inc. | 5.45 | New | 612,566 | $357.43 | $218,949,465 | $293.99 | -17.75% | $239.78 | $360.56 |
| MPLX · Mplx LP | 5.26 | New | 4,418,154 | $47.86 | $211,452,850 | $54.00 | +12.83% | $47.80 | $59.98 |
| DHI · D R Horton Inc. | 2.72 | New | 781,527 | $139.82 | $109,273,105 | $147.63 | +5.59% | $114.17 | $184.55 |
| AM · Antero Midstream Corp. | 0.73 | New | 1,932,840 | $15.09 | $29,166,556 | $20.92 | +38.63% | $16.77 | $23.84 |
| GOOGL · Alphabet Inc. | 0.10 | New | 21,858 | $189.30 | $4,137,719 | $400.71 | +111.68% | $156.16 | $402.00 |
| JPM · Jpmorgan Chase & Co. | 0.03 | New | 5,643 | $239.71 | $1,352,684 | $302.10 | +26.03% | $256.00 | $337.25 |
| CMCSA · Comcast Corp. Cl A | 0.03 | New | 31,094 | $37.53 | $1,166,958 | $25.39 | -32.33% | $24.13 | $34.36 |
| HCA · Hca Healthcare Inc. | 0.03 | New | 3,373 | $300.15 | $1,012,406 | $435.19 | +44.99% | $330.00 | $556.52 |
| GOOG · Alphabet Inc. | 0.02 | New | 3,790 | $190.44 | $721,768 | $400.71 | +110.41% | $156.16 | $402.00 |
| BAC · Bank America Corp. | 0.02 | New | 14,532 | $43.95 | $638,681 | $51.31 | +16.75% | $42.35 | $57.55 |
| ICLR · Icon Plc | 0.02 | New | 3,000 | $209.71 | $629,130 | $124.49 | -40.64% | $66.57 | $211.00 |
| MSFT · Microsoft Corp. | 0.01 | New | 1,275 | $421.50 | $537,412 | $415.06 | -1.53% | $356.28 | $555.45 |
| PGR · Progressive Corp. | 0.01 | New | 1,746 | $239.61 | $418,359 | $194.00 | -19.04% | $191.75 | $289.96 |
| ALLY · Ally Finl Inc. | 0.01 | New | 10,000 | $36.01 | $360,100 | $44.24 | +22.85% | $32.50 | $47.27 |
| MAR · Marriott Intl Inc. New | 0.01 | New | 1,194 | $278.94 | $333,054 | $353.18 | +26.62% | $253.56 | $380.00 |
| AMZN · Amazon Com Inc. | 0.01 | New | 1,400 | $219.39 | $307,146 | $272.68 | +24.29% | $196.00 | $278.56 |
| COF · Capital One Financial | 0.01 | New | 1,500 | $178.32 | $267,480 | $189.48 | +6.26% | $174.98 | $259.64 |
| UNH · Unitedhealth Group Inc. | 0.01 | New | 499 | $505.86 | $252,424 | $379.98 | -24.88% | $234.60 | $387.21 |
| MCO · Moodys Corp. | 0.01 | New | 471 | $473.37 | $222,957 | $451.32 | -4.66% | $402.28 | $546.88 |
| MA · Mastercard Inc. | 0.01 | New | 422 | $526.57 | $222,213 | $495.48 | -5.90% | $480.50 | $601.77 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
8 sectors represented
Whales with similar holdings to Glenn Greenberg
Ranked by number of overlapping positions in current portfolios
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★ WatchlistData from SEC EDGAR · whalstreet.com