Glenn Greenberg · Brave Warrior Advisors, LLC
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 35 |
| Portfolio value: | $4.4B |
Viewing historical Q2 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 |
|---|---|---|---|---|---|---|---|---|---|
| SNX · Td Synnex Corporation | 11.72 | Reduce 7.55% | 3,768,551 | $135.70 | $511,392,371 | $239.07 | +76.18% | $118.35 | $240.47 |
| OMF · Onemain Hldgs Inc. | 10.28 | Add 7.17% | 7,870,085 | $57.00 | $448,594,845 | $56.09 | -1.60% | $45.78 | $71.93 |
| ELV · Elevance Health Inc. Formerly | 9.89 | Reduce 29.66% | 1,109,653 | $388.96 | $431,610,631 | $378.07 | -2.80% | $273.71 | $424.24 |
| COF · Capital One Financial | 8.94 | Add 190.24% | 1,832,991 | $212.76 | $389,987,165 | $189.48 | -10.94% | $174.98 | $259.64 |
| SLM · Slm Corp. | 7.92 | Add 11.48% | 10,540,905 | $32.79 | $345,636,275 | $22.47 | -31.47% | $17.77 | $34.97 |
| RYAAY · Ryanair Holdings Plc | 7.11 | Reduce 1.79% | 5,379,089 | $57.67 | $310,212,063 | $58.07 | +0.69% | $49.40 | $74.24 |
| AN · Autonation Inc. | 5.53 | Add 7.47% | 1,214,510 | $198.65 | $241,262,411 | $205.97 | +3.68% | $176.25 | $228.92 |
| LEN · Lennar Corp. | 5.47 | Reduce 1.48% | 2,157,127 | $110.61 | $238,599,817 | $88.38 | -20.10% | $83.03 | $144.24 |
| PRI · Primerica Inc. | 5.17 | Reduce 1.28% | 823,992 | $273.67 | $225,501,891 | $274.55 | +0.32% | $230.09 | $288.03 |
| 601137102 · Millrose Pptys Inc. | 5.14 | Reduce 1.22% | 7,861,690 | $28.51 | $224,136,782 | — | — | — | — |
| MPLX · Mplx LP | 5.05 | Reduce 2.04% | 4,275,033 | $51.51 | $220,206,950 | $54.00 | +4.83% | $47.80 | $59.98 |
| BLDR · Builders Firstsource Inc. | 4.89 | Add 47.17% | 1,827,261 | $116.69 | $213,223,086 | $77.40 | -33.67% | $73.40 | $151.03 |
| FNF · Fidelity National Financial | 4.48 | Reduce 1.32% | 3,487,158 | $56.06 | $195,490,077 | $50.58 | -9.78% | $42.78 | $59.21 |
| FG · F&G Annuities & Life Inc. | 3.83 | Reduce 1.26% | 5,222,765 | $31.98 | $167,024,025 | $28.30 | -11.51% | $20.57 | $36.70 |
| DHI · D R Horton Inc. | 3.42 | Reduce 1.59% | 1,156,272 | $128.92 | $149,066,586 | $147.63 | +14.51% | $114.17 | $184.55 |
| AM · Antero Midstream Corp. | 0.82 | Reduce 1.08% | 1,897,776 | $18.95 | $35,962,855 | $20.92 | +10.40% | $16.77 | $23.84 |
| GOOGL · Alphabet Inc. | 0.09 | 21,858 | $176.23 | $3,852,035 | $400.71 | +127.38% | $156.16 | $402.00 | |
| JPM · Jpmorgan Chase & Co. | 0.04 | 5,643 | $289.91 | $1,635,962 | $302.10 | +4.20% | $256.00 | $337.25 | |
| HCA · Hca Healthcare Inc. | 0.03 | Add 104.00% | 3,923 | $383.10 | $1,502,901 | $435.19 | +13.60% | $330.00 | $556.52 |
| BAC · Bank America Corp. | 0.03 | Add 82.58% | 26,532 | $47.32 | $1,255,494 | $51.31 | +8.43% | $42.35 | $57.55 |
| CMCSA · Comcast Corp. Cl A | 0.03 | 31,094 | $35.69 | $1,109,745 | $25.39 | -28.85% | $24.13 | $34.36 | |
| ICLR · Icon Plc | 0.02 | 5,000 | $145.45 | $727,250 | $124.49 | -14.41% | $66.57 | $211.00 | |
| USB · Us Bancorp Del | 0.02 | New | 15,000 | $45.25 | $678,750 | $55.53 | +22.72% | $42.21 | $61.19 |
| GOOG · Alphabet Inc. | 0.02 | 3,790 | $177.39 | $672,308 | $400.71 | +125.89% | $156.16 | $402.00 | |
| UNH · Unitedhealth Group Inc. | 0.01 | Add 200.40% | 1,499 | $311.97 | $467,643 | $379.98 | +21.80% | $234.60 | $387.21 |
| PGR · Progressive Corp. | 0.01 | 1,746 | $266.86 | $465,938 | $194.00 | -27.30% | $191.75 | $289.96 | |
| MAR · Marriott Intl Inc. New | 0.01 | 1,194 | $273.21 | $326,213 | $353.18 | +29.27% | $253.56 | $380.00 | |
| AMZN · Amazon Com Inc. | 0.01 | 1,400 | $219.39 | $307,146 | $272.68 | +24.29% | $196.00 | $278.56 | |
| MSFT · Microsoft Corp. | 0.01 | Reduce 58.82% | 525 | $497.41 | $261,140 | $415.06 | -16.56% | $356.28 | $555.45 |
| META · Meta Platforms, Inc. | 0.01 | New | 338 | $738.09 | $249,474 | $609.63 | -17.40% | $520.26 | $796.25 |
| MA · Mastercard Inc. | 0.01 | 422 | $561.94 | $237,139 | $495.48 | -11.83% | $480.50 | $601.77 | |
| MCO · Moodys Corp. | 0.01 | 471 | $501.59 | $236,249 | $451.32 | -10.02% | $402.28 | $546.88 | |
| V · Visa, Inc. | 0.01 | 618 | $355.05 | $219,421 | $318.79 | -10.21% | $293.89 | $375.51 | |
| SPGI · S&P Global Inc. | 0.00 | 401 | $527.29 | $211,443 | $420.12 | -20.32% | $381.61 | $579.05 | |
| TXN · Texas Instrs Inc. | 0.00 | New | 1,010 | $207.62 | $209,696 | $287.80 | +38.62% | $152.73 | $292.64 |
* 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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