Glenn Greenberg · Brave Warrior Advisors, LLC
| Period: | Q3 2025 |
| Portfolio date: | Sep 30, 2025 |
| No. of stocks: | 33 |
| Portfolio value: | $4.3B |
Viewing historical Q3 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 | 13.76 | Add 65.28% | 1,834,002 | $323.12 | $592,602,726 | $378.07 | +17.01% | $273.71 | $424.24 |
| SNX · Td Synnex Corporation | 12.45 | Reduce 13.09% | 3,275,293 | $163.75 | $536,329,229 | $239.07 | +46.00% | $118.35 | $240.47 |
| OMF · Onemain Hldgs Inc. | 10.22 | Reduce 0.96% | 7,794,270 | $56.46 | $440,064,484 | $56.09 | -0.66% | $45.78 | $71.93 |
| SLM · Slm Corp. | 7.49 | Add 10.61% | 11,659,418 | $27.68 | $322,732,690 | $22.47 | -18.82% | $17.77 | $34.97 |
| AN · Autonation Inc. | 6.17 | Reduce 0.04% | 1,214,043 | $218.77 | $265,596,187 | $205.97 | -5.85% | $176.25 | $228.92 |
| LEN · Lennar Corp. | 5.87 | Reduce 7.03% | 2,005,506 | $126.04 | $252,773,976 | $88.38 | -29.88% | $83.03 | $144.24 |
| RYAAY · Ryanair Holdings Plc | 5.71 | Reduce 24.07% | 4,084,246 | $60.22 | $245,953,294 | $58.07 | -3.57% | $49.40 | $74.24 |
| MPLX · Mplx LP | 5.18 | Add 4.50% | 4,467,474 | $49.95 | $223,150,326 | $54.00 | +8.11% | $47.80 | $59.98 |
| BLDR · Builders Firstsource Inc. | 5.08 | Reduce 1.20% | 1,805,381 | $121.25 | $218,902,446 | $77.40 | -36.16% | $73.40 | $151.03 |
| FNF · Fidelity National Financial | 4.90 | Add 0.06% | 3,489,314 | $60.49 | $211,068,604 | $50.58 | -16.38% | $42.78 | $59.21 |
| PRI · Primerica Inc. | 4.85 | Reduce 8.62% | 752,989 | $277.59 | $209,022,217 | $274.55 | -1.10% | $230.09 | $288.03 |
| COF · Capital One Financial | 4.76 | Reduce 47.37% | 964,730 | $212.58 | $205,082,303 | $189.48 | -10.87% | $174.98 | $259.64 |
| 601137102 · Millrose Pptys Inc. | 4.19 | Reduce 31.62% | 5,375,592 | $33.61 | $180,673,647 | — | — | — | — |
| FG · F&G Annuities & Life Inc. | 3.79 | Reduce 0.07% | 5,218,977 | $31.27 | $163,197,411 | $28.30 | -9.50% | $20.57 | $36.70 |
| DHI · D R Horton Inc. | 2.79 | Reduce 38.71% | 708,681 | $169.47 | $120,100,169 | $147.63 | -12.89% | $114.17 | $184.55 |
| KNTK · Kinetik Holdings Inc. | 1.60 | New | 1,608,928 | $42.74 | $68,765,583 | — | — | — | — |
| AM · Antero Midstream Corp. | 0.84 | Reduce 1.71% | 1,865,330 | $19.44 | $36,262,015 | $20.92 | +7.61% | $16.77 | $23.84 |
| GOOGL · Alphabet Inc. | 0.12 | 21,858 | $243.10 | $5,313,680 | $400.71 | +64.83% | $156.16 | $402.00 | |
| JPM · Jpmorgan Chase & Co. | 0.04 | 5,643 | $315.43 | $1,779,971 | $302.10 | -4.23% | $256.00 | $337.25 | |
| HCA · Hca Healthcare Inc. | 0.04 | 3,923 | $426.20 | $1,671,983 | $435.19 | +2.11% | $330.00 | $556.52 | |
| BAC · Bank America Corp. | 0.03 | 26,532 | $51.59 | $1,368,786 | $51.31 | -0.54% | $42.35 | $57.55 | |
| CMCSA · Comcast Corp. Cl A | 0.02 | 31,094 | $31.42 | $976,973 | $25.39 | -19.18% | $24.13 | $34.36 | |
| GOOG · Alphabet Inc. | 0.02 | 3,790 | $243.55 | $923,054 | $400.71 | +64.53% | $156.16 | $402.00 | |
| USB · Us Bancorp Del | 0.02 | 15,000 | $48.33 | $724,950 | $55.53 | +14.90% | $42.21 | $61.19 | |
| ICLR · Icon Plc | 0.01 | Reduce 40.00% | 3,000 | $175.00 | $525,000 | $124.49 | -28.86% | $66.57 | $211.00 |
| PGR · Progressive Corp. | 0.01 | 1,746 | $246.95 | $431,175 | $194.00 | -21.44% | $191.75 | $289.96 | |
| MAR · Marriott Intl Inc. New | 0.01 | 1,194 | $260.44 | $310,965 | $353.18 | +35.61% | $253.56 | $380.00 | |
| AMZN · Amazon Com Inc. | 0.01 | 1,400 | $219.57 | $307,398 | $272.68 | +24.19% | $196.00 | $278.56 | |
| MSFT · Microsoft Corp. | 0.01 | 525 | $517.95 | $271,924 | $415.06 | -19.86% | $356.28 | $555.45 | |
| META · Meta Platforms, Inc. | 0.01 | 338 | $734.38 | $248,220 | $609.63 | -16.99% | $520.26 | $796.25 | |
| MA · Mastercard Inc. | 0.01 | 422 | $568.81 | $240,038 | $495.48 | -12.89% | $480.50 | $601.77 | |
| MCO · Moodys Corp. | 0.01 | 471 | $476.48 | $224,422 | $451.32 | -5.28% | $402.28 | $546.88 | |
| V · Visa, Inc. | 0.00 | 618 | $341.38 | $210,973 | $318.79 | -6.62% | $293.89 | $375.51 |
* 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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