Glenn Greenberg - Brave Warrior Advisors

History Stock Activity Share change % change to portfolio ▼
Q4  2024
≡ APO - Apollo Global Management Sell 100.00% 2,277,466 5.90
≡ PRI - Primerica Inc. Reduce 41.52% 606,307 4.10
≡ DFS - Discover Financial Services Reduce 26.94% 930,741 4.01
≡ LAD - Lithia Motors Inc. Reduce 28.32% 241,985 2.15
≡ AN - AutoNation Inc. Add 50.28% 488,904 2.06
≡ SNX - SYNNEX Corp. Add 12.22% 451,557 1.32
≡ RYAAY - Ryanair Holdings PLC Add 9.80% 500,239 0.54
≡ ELV - Elevance Health Inc. Reduce 0.70% 11,436 0.10
≡ DHI - D.R. Horton Reduce 2.68% 21,534 0.07
≡ FG - F&g Annuities & Life Inc Reduce 1.02% 55,729 0.06
≡ OMF - OneMain Holdings Add 0.48% 35,448 0.05
≡ FNF - Fidelity National Financial Inc. Reduce 0.62% 37,221 0.05
≡ MPLX - MPLX LP Reduce 0.33% 14,812 0.02
≡ LEN - Lennar Corp. Reduce 0.36% 6,462 0.02
≡ ICLR - ICON plc Buy 3,000 0.02
≡ MSFT - Microsoft Corp. Add 142.86% 750 0.01
≡ AM - Antero Midstream Corp. Add 1.79% 33,908 0.01
≡ BAC - Bank of America Corp. Reduce 35.51% 8,000 0.01
≡ DLTR - Dollar Tree Inc. Sell 100.00% 7,126 0.01
≡ COF - Capital One Financial Buy 1,500 0.01
≡ SPGI - S&P Global Inc. Sell 100.00% 401 0.00
≡ TXN - Texas Instruments Sell 100.00% 1,010 0.00
Q3  2024
≡ RYAAY - Ryanair Holdings PLC Add 4012.83% 4,979,919 4.66
≡ APO - Apollo Global Management Reduce 39.74% 1,502,235 3.89
≡ PRI - Primerica Inc. Reduce 22.74% 429,842 2.36
≡ FNF - Fidelity National Financial Inc. Reduce 18.42% 1,357,181 1.75
≡ SNX - SYNNEX Corp. Add 11.25% 373,569 0.93
≡ LEN - Lennar Corp. Add 12.33% 195,540 0.76
≡ FG - F&g Annuities & Life Inc Reduce 9.81% 593,194 0.55
≡ MPLX - MPLX LP Add 4.66% 197,488 0.18
≡ OMF - OneMain Holdings Add 1.82% 132,045 0.13
≡ ELV - Elevance Health Inc. Add 0.51% 8,286 0.09
≡ AM - Antero Midstream Corp. Reduce 9.15% 191,357 0.06
≡ AN - AutoNation Inc. Reduce 0.71% 6,926 0.03
≡ DFS - Discover Financial Services Reduce 0.18% 6,266 0.02
≡ DHI - D.R. Horton Reduce 0.36% 2,862 0.01
≡ AMZN - Amazon.com Inc. Reduce 36.36% 800 0.01
≡ AMAT - Applied Materials Sell 100.00% 961 0.01
≡ ALLY - Ally Financial Inc. Buy 10,000 0.01
≡ DLTR - Dollar Tree Inc. Buy 7,126 0.01
≡ LAD - Lithia Motors Inc. Reduce 0.07% 621 0.00
≡ HCA - HCA Healthcare Inc. Reduce 12.91% 500 0.00
≡ UNH - United Health Group Inc. Reduce 18.20% 111 0.00
≡ MA - Mastercard Inc. Buy 422 0.00
≡ MCO - Moody's Corp. Buy 471 0.00
≡ SPGI - S&P Global Inc. Buy 401 0.00
≡ TXN - Texas Instruments Buy 1,010 0.00
Q2  2024
≡ JPM - JPMorgan Chase & Co. Reduce 99.57% 1,292,985 6.87
≡ LEN - Lennar Corp. Add 56.27% 570,871 1.90
≡ FNF - Fidelity National Financial Inc. Reduce 18.83% 1,709,198 1.87
≡ MPLX - MPLX LP Add 39.99% 1,209,869 1.14
≡ SNX - SYNNEX Corp. Add 8.53% 260,963 0.67
≡ PRI - Primerica Inc. Reduce 6.21% 125,039 0.66
≡ OMF - OneMain Holdings Add 8.96% 597,913 0.64
≡ LAD - Lithia Motors Inc. Add 11.42% 87,671 0.49
≡ DFS - Discover Financial Services Add 4.56% 150,895 0.44
≡ LPX - Louisiana-Pacific Corp. Sell 100.00% 224,598 0.39
≡ AN - AutoNation Inc. Add 4.42% 41,472 0.15
≡ ELV - Elevance Health Inc. Reduce 0.77% 12,710 0.15
≡ RYAAY - Ryanair Holdings PLC Add 660.65% 107,785 0.11
≡ APO - Apollo Global Management Reduce 0.65% 24,683 0.06
≡ FG - F&g Annuities & Life Inc Reduce 0.63% 38,519 0.03
≡ AM - Antero Midstream Corp. Reduce 2.74% 58,840 0.02
≡ DHI - D.R. Horton Reduce 0.52% 4,213 0.01
≡ WFC - Wells Fargo Sell 100.00% 5,250 0.01
≡ AMAT - Applied Materials Buy 961 0.01
≡ AMZN - Amazon.com Inc. Reduce 18.52% 500 0.00
≡ MA - Mastercard Inc. Sell 100.00% 422 0.00
Q1  2024
≡ SNX - SYNNEX Corp. Buy 3,061,083 7.24
≡ RJF - Raymond James Financial Inc. Sell 100.00% 2,137,186 5.69
≡ AN - AutoNation Inc. Add 665.93% 815,328 2.83
≡ MPLX - MPLX LP Add 17697.70% 3,008,609 2.62
≡ DFS - Discover Financial Services Add 25.71% 676,910 1.86
≡ APO - Apollo Global Management Reduce 15.52% 698,937 1.64
≡ LEN - Lennar Corp. Add 77.48% 442,874 1.59
≡ JPM - JPMorgan Chase & Co. Reduce 21.59% 357,530 1.50
≡ ABG - Asbury Automotive Group Inc. Sell 100.00% 278,367 1.49
≡ ELV - Elevance Health Inc. Reduce 6.31% 110,816 1.20
≡ PRI - Primerica Inc. Reduce 4.67% 98,674 0.52
≡ FNF - Fidelity National Financial Inc. Reduce 3.95% 373,593 0.41
≡ LAD - Lithia Motors Inc. Reduce 6.85% 56,481 0.36
≡ OMF - OneMain Holdings Add 3.98% 255,464 0.27
≡ DHI - D.R. Horton Add 5.57% 42,778 0.15
≡ FG - F&g Annuities & Life Inc Reduce 2.08% 129,211 0.11
≡ AM - Antero Midstream Corp. Reduce 3.42% 76,131 0.02
≡ LPX - Louisiana-Pacific Corp. Reduce 2.24% 5,141 0.01
≡ MSFT - Microsoft Corp. Reduce 48.78% 500 0.00
≡ KEY - KeyCorp Sell 100.00% 10,000 0.00
≡ MA - Mastercard Inc. Buy 422 0.00
Q4  2023
≡ APO - Apollo Global Management Reduce 33.68% 2,286,975 5.08
≡ URI - United Rentals Sell 100.00% 418,615 4.65
≡ DHI - D.R. Horton Reduce 36.57% 442,429 1.60
≡ LEN - Lennar Corp. Reduce 43.63% 442,371 1.57
≡ ELV - Elevance Health Inc. Add 7.93% 129,055 1.45
≡ OMF - OneMain Holdings Add 21.10% 1,118,166 1.31
≡ DFS - Discover Financial Services Add 10.58% 251,909 0.68
≡ FG - F&g Annuities & Life Inc Reduce 7.07% 472,822 0.52
≡ LAD - Lithia Motors Inc. Reduce 6.67% 58,926 0.46
≡ FNF - Fidelity National Financial Inc. Reduce 0.48% 45,848 0.06
≡ JPM - JPMorgan Chase & Co. Reduce 0.44% 7,382 0.03