Glenn Greenberg · Brave Warrior Advisors, LLC
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 33 |
| Portfolio value: | $4.3B |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| OMF · Onemain Hldgs Inc. | 12.25 | Reduce 0.71% | 7,739,293 | $67.55 | $522,789,242 | $56.09 | -16.97% | $45.78 | $71.93 |
| SNX · Td Synnex Corporation | 11.13 | Reduce 3.42% | 3,163,239 | $150.23 | $475,213,395 | $239.07 | +59.14% | $118.35 | $240.47 |
| ELV · Elevance Health Inc. Formerly | 10.28 | Reduce 31.74% | 1,251,803 | $350.55 | $438,819,542 | $378.07 | +7.85% | $273.71 | $424.24 |
| SLM · Slm Corp. | 8.13 | Add 10.06% | 12,831,965 | $27.06 | $347,232,973 | $22.47 | -16.96% | $17.77 | $34.97 |
| AN · Autonation Inc. | 7.51 | Add 27.90% | 1,552,741 | $206.48 | $320,609,962 | $205.97 | -0.25% | $176.25 | $228.92 |
| 601137102 · Millrose Pptys Inc. | 6.02 | Add 59.99% | 8,600,224 | $29.87 | $256,888,691 | — | — | — | — |
| LEN · Lennar Corp. | 5.81 | Add 20.24% | 2,411,414 | $102.80 | $247,893,359 | $88.38 | -14.03% | $83.03 | $144.24 |
| BLDR · Builders Firstsource Inc. | 5.73 | Add 31.78% | 2,379,145 | $102.89 | $244,790,229 | $77.40 | -24.77% | $73.40 | $151.03 |
| COF · Capital One Financial | 5.73 | Add 4.57% | 1,008,862 | $242.36 | $244,507,794 | $189.48 | -21.82% | $174.98 | $259.64 |
| MPLX · Mplx LP | 5.59 | Add 0.15% | 4,474,115 | $53.37 | $238,783,518 | $54.00 | +1.18% | $47.80 | $59.98 |
| RYAAY · Ryanair Holdings Plc | 5.17 | Reduce 25.16% | 3,056,698 | $72.19 | $220,663,029 | $58.07 | -19.56% | $49.40 | $74.24 |
| PRI · Primerica Inc. | 4.72 | Add 3.60% | 780,125 | $258.36 | $201,553,095 | $274.55 | +6.27% | $230.09 | $288.03 |
| FNF · Fidelity National Financial | 4.50 | Add 0.85% | 3,519,089 | $54.59 | $192,107,069 | $50.58 | -7.35% | $42.78 | $59.21 |
| FG · F&G Annuities & Life Inc. | 3.89 | Add 3.03% | 5,377,029 | $30.85 | $165,881,338 | $28.30 | -8.27% | $20.57 | $36.70 |
| DHI · D R Horton Inc. | 2.37 | Reduce 0.97% | 701,822 | $144.03 | $101,083,423 | $147.63 | +2.50% | $114.17 | $184.55 |
| AM · Antero Midstream Corp. | 0.77 | Reduce 0.93% | 1,847,972 | $17.79 | $32,875,422 | $20.92 | +17.59% | $16.77 | $23.84 |
| GOOGL · Alphabet Inc. | 0.15 | Reduce 7.32% | 20,258 | $313.00 | $6,340,754 | $400.71 | +28.02% | $156.16 | $402.00 |
| HCA · Hca Healthcare Inc. | 0.04 | 3,923 | $466.86 | $1,831,492 | $435.19 | -6.78% | $330.00 | $556.52 | |
| JPM · Jpmorgan Chase & Co. | 0.04 | 5,643 | $322.22 | $1,818,287 | $302.10 | -6.24% | $256.00 | $337.25 | |
| BAC · Bank America Corp. | 0.03 | 26,532 | $55.00 | $1,459,260 | $51.31 | -6.71% | $42.35 | $57.55 | |
| GOOG · Alphabet Inc. | 0.03 | 3,790 | $313.80 | $1,189,302 | $400.71 | +27.70% | $156.16 | $402.00 | |
| CMCSA · Comcast Corp. Cl A | 0.02 | 31,094 | $29.89 | $929,400 | $25.39 | -15.04% | $24.13 | $34.36 | |
| USB · Us Bancorp Del | 0.02 | 15,000 | $53.36 | $800,400 | $55.53 | +4.07% | $42.21 | $61.19 | |
| PGR · Progressive Corp. | 0.01 | 1,746 | $227.72 | $397,599 | $194.00 | -14.81% | $191.75 | $289.96 | |
| MAR · Marriott Intl Inc. New | 0.01 | 1,194 | $310.24 | $370,427 | $353.18 | +13.84% | $253.56 | $380.00 | |
| AMZN · Amazon Com Inc. | 0.01 | 1,400 | $230.82 | $323,148 | $272.68 | +18.14% | $196.00 | $278.56 | |
| MSFT · Microsoft Corp. | 0.01 | 525 | $483.62 | $253,900 | $415.06 | -14.18% | $356.28 | $555.45 | |
| AMAT · Applied Matls Inc. | 0.01 | New | 961 | $256.99 | $246,967 | $435.36 | +69.41% | $153.47 | $438.04 |
| MA · Mastercard Inc. | 0.01 | 422 | $570.88 | $240,911 | $495.48 | -13.21% | $480.50 | $601.77 | |
| MCO · Moodys Corp. | 0.01 | 471 | $510.85 | $240,610 | $451.32 | -11.65% | $402.28 | $546.88 | |
| META · Meta Platforms, Inc. | 0.01 | 338 | $660.09 | $223,110 | $609.63 | -7.64% | $520.26 | $796.25 | |
| V · Visa, Inc. | 0.01 | 618 | $350.71 | $216,739 | $318.79 | -9.10% | $293.89 | $375.51 | |
| SPGI · S&P Global Inc. | 0.00 | New | 401 | $522.59 | $209,559 | $420.12 | -19.61% | $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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