Glenn Greenberg · Brave Warrior Advisors, LLC
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 35 |
| Portfolio value: | $4.4B |
Viewing historical Q1 2025 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 | 15.72 | Reduce 3.22% | 1,577,570 | $434.96 | $686,179,847 | $378.07 | -13.08% | $273.71 | $424.24 |
| SNX · Td Synnex Corporation | 9.71 | Reduce 1.70% | 4,076,466 | $103.96 | $423,789,405 | $239.07 | +129.96% | $118.35 | $240.47 |
| OMF · Onemain Hldgs Inc. | 8.22 | Reduce 1.26% | 7,343,636 | $48.88 | $358,956,928 | $56.09 | +14.75% | $45.78 | $71.93 |
| SLM · Slm Corp. | 6.36 | New | 9,455,374 | $29.37 | $277,704,334 | $22.47 | -23.49% | $17.77 | $34.97 |
| 254709108 · Discover Finl Svcs | 6.29 | Reduce 36.26% | 1,608,880 | $170.70 | $274,635,816 | — | — | — | — |
| LEN · Lennar Corp. | 5.76 | Add 23.40% | 2,189,608 | $114.78 | $251,323,206 | $88.38 | -23.00% | $83.03 | $144.24 |
| PRI · Primerica Inc. | 5.44 | Reduce 2.25% | 834,654 | $284.53 | $237,484,103 | $274.55 | -3.51% | $230.09 | $288.03 |
| MPLX · Mplx LP | 5.35 | Reduce 1.22% | 4,364,086 | $53.52 | $233,565,883 | $54.00 | +0.90% | $47.80 | $59.98 |
| RYAAY · Ryanair Holdings Plc | 5.31 | Reduce 2.27% | 5,476,889 | $42.37 | $232,055,787 | $58.07 | +37.05% | $49.40 | $74.24 |
| FNF · Fidelity National Financial | 5.27 | Reduce 40.84% | 3,533,961 | $65.08 | $229,990,182 | $50.58 | -22.28% | $42.78 | $59.21 |
| 601137102 · Millrose Pptys Inc. | 4.83 | New | 7,958,813 | $26.51 | $210,988,133 | — | — | — | — |
| FG · F&G Annuities & Life Inc. | 4.37 | Reduce 2.06% | 5,289,163 | $36.05 | $190,674,326 | $28.30 | -21.50% | $20.57 | $36.70 |
| AN · Autonation Inc. | 4.19 | Reduce 22.66% | 1,130,055 | $161.92 | $182,978,506 | $205.97 | +27.20% | $176.25 | $228.92 |
| BLDR · Builders Firstsource Inc. | 3.55 | New | 1,241,578 | $124.94 | $155,122,755 | $77.40 | -38.05% | $73.40 | $151.03 |
| DHI · D R Horton Inc. | 3.42 | Add 50.35% | 1,174,997 | $127.13 | $149,377,369 | $147.63 | +16.13% | $114.17 | $184.55 |
| COF · Capital One Financial | 2.59 | Add 42003.53% | 631,553 | $179.30 | $113,237,453 | $189.48 | +5.68% | $174.98 | $259.64 |
| LAD · Lithia Mtrs Inc. | 2.57 | Reduce 37.66% | 381,889 | $293.54 | $112,099,697 | $293.99 | +0.15% | $239.78 | $360.56 |
| AM · Antero Midstream Corp. | 0.79 | Reduce 0.74% | 1,918,528 | $18.00 | $34,533,504 | $20.92 | +16.22% | $16.77 | $23.84 |
| GOOGL · Alphabet Inc. | 0.08 | 21,858 | $154.64 | $3,380,121 | $400.71 | +159.13% | $156.16 | $402.00 | |
| JPM · Jpmorgan Chase & Co. | 0.03 | 5,643 | $245.30 | $1,384,228 | $302.10 | +23.16% | $256.00 | $337.25 | |
| CMCSA · Comcast Corp. Cl A | 0.03 | 31,094 | $36.90 | $1,147,369 | $25.39 | -31.18% | $24.13 | $34.36 | |
| ICLR · Icon Plc | 0.02 | Add 66.67% | 5,000 | $174.99 | $874,950 | $124.49 | -28.86% | $66.57 | $211.00 |
| HCA · Hca Healthcare Inc. | 0.02 | Reduce 42.99% | 1,923 | $345.55 | $664,493 | $435.19 | +25.94% | $330.00 | $556.52 |
| BAC · Bank America Corp. | 0.01 | 14,532 | $41.73 | $606,420 | $51.31 | +22.96% | $42.35 | $57.55 | |
| GOOG · Alphabet Inc. | 0.01 | 3,790 | $156.23 | $592,112 | $400.71 | +156.49% | $156.16 | $402.00 | |
| PGR · Progressive Corp. | 0.01 | 1,746 | $283.01 | $494,135 | $194.00 | -31.45% | $191.75 | $289.96 | |
| MSFT · Microsoft Corp. | 0.01 | 1,275 | $375.39 | $478,622 | $415.06 | +10.57% | $356.28 | $555.45 | |
| ALLY · Ally Finl Inc. | 0.01 | 10,000 | $36.47 | $364,700 | $44.24 | +21.31% | $32.50 | $47.27 | |
| MAR · Marriott Intl Inc. New | 0.01 | 1,194 | $238.20 | $284,411 | $353.18 | +48.27% | $253.56 | $380.00 | |
| AMZN · Amazon Com Inc. | 0.01 | 1,400 | $190.26 | $266,364 | $272.68 | +43.32% | $196.00 | $278.56 | |
| UNH · Unitedhealth Group Inc. | 0.01 | 499 | $523.75 | $261,351 | $379.98 | -27.45% | $234.60 | $387.21 | |
| MA · Mastercard Inc. | 0.01 | 422 | $548.12 | $231,307 | $495.48 | -9.60% | $480.50 | $601.77 | |
| MCO · Moodys Corp. | 0.01 | 471 | $465.69 | $219,340 | $451.32 | -3.09% | $402.28 | $546.88 | |
| V · Visa, Inc. | 0.00 | New | 618 | $350.46 | $216,584 | $318.79 | -9.04% | $293.89 | $375.51 |
| SPGI · S&P Global Inc. | 0.00 | New | 401 | $508.10 | $203,748 | $420.12 | -17.32% | $381.61 | $579.05 |
* 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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