Glenn Greenberg - Brave Warrior Advisors

History Stock Activity ▼ Share change % change to portfolio
Q3  2024
≡ RYAAY - Ryanair Holdings PLC Add 4012.83% 4,979,919 4.66
≡ LEN - Lennar Corp. Add 12.33% 195,540 0.76
≡ SNX - SYNNEX Corp. Add 11.25% 373,569 0.93
≡ 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
≡ ALLY - Ally Financial Inc. Buy 10,000 0.01
≡ DLTR - Dollar Tree Inc. Buy 7,126 0.01
≡ 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
≡ RYAAY - Ryanair Holdings PLC Add 660.65% 107,785 0.11
≡ LEN - Lennar Corp. Add 56.27% 570,871 1.90
≡ MPLX - MPLX LP Add 39.99% 1,209,869 1.14
≡ LAD - Lithia Motors Inc. Add 11.42% 87,671 0.49
≡ OMF - OneMain Holdings Add 8.96% 597,913 0.64
≡ SNX - SYNNEX Corp. Add 8.53% 260,963 0.67
≡ DFS - Discover Financial Services Add 4.56% 150,895 0.44
≡ AN - AutoNation Inc. Add 4.42% 41,472 0.15
≡ AMAT - Applied Materials Buy 961 0.01
Q1  2024
≡ MPLX - MPLX LP Add 17697.70% 3,008,609 2.62
≡ AN - AutoNation Inc. Add 665.93% 815,328 2.83
≡ LEN - Lennar Corp. Add 77.48% 442,874 1.59
≡ DFS - Discover Financial Services Add 25.71% 676,910 1.86
≡ DHI - D.R. Horton Add 5.57% 42,778 0.15
≡ OMF - OneMain Holdings Add 3.98% 255,464 0.27
≡ SNX - SYNNEX Corp. Buy 3,061,083 7.24
≡ MA - Mastercard Inc. Buy 422 0.00
Q4  2023
≡ HCA - HCA Healthcare Inc. Add 182.08% 2,500 0.02
≡ BAC - Bank of America Corp. Add 55.05% 8,000 0.01
≡ MPLX - MPLX LP Add 41.67% 5,000 0.00
≡ OMF - OneMain Holdings Add 21.10% 1,118,166 1.31
≡ DFS - Discover Financial Services Add 10.58% 251,909 0.68
≡ ELV - Elevance Health Inc. Add 7.93% 129,055 1.45
≡ AN - AutoNation Inc. Add 2.28% 2,728 0.01
≡ ABG - Asbury Automotive Group Inc. Add 1.13% 3,101 0.02
≡ GOOGL - Alphabet Inc. Add 0.09% 20 0.00
≡ RYAAY - Ryanair Holdings PLC Buy 16,315 0.02
≡ KEY - KeyCorp Buy 10,000 0.00
Q3  2023
≡ LEN - Lennar Corp. Add 40.22% 290,822 0.81
≡ ELV - Elevance Health Inc. Add 23.18% 306,326 3.33
≡ FNF - Fidelity National Financial Inc. Add 4.49% 408,109 0.42
≡ DFS - Discover Financial Services Buy 2,381,258 5.15
≡ LPX - Louisiana-Pacific Corp. Buy 231,070 0.32
≡ EPD - Enterprise Products Partners LP Buy 10,000 0.01
Q2  2023
≡ ELV - Elevance Health Inc. Add 21.80% 236,504 2.78
≡ URI - United Rentals Add 18.84% 83,056 0.98
≡ LAD - Lithia Motors Inc. Add 7.24% 77,437 0.62
≡ OMF - OneMain Holdings Add 1.10% 58,041 0.07
≡ FNF - Fidelity National Financial Inc. Add 0.03% 2,379 0.00
≡ AM - Antero Midstream Corp. Add 0.02% 536 0.00
≡ CMA - Comerica Inc. Buy 7,500 0.01
≡ ICLR - ICON plc Buy 950 0.01
≡ MAR - Marriott Int'l. Buy 1,194 0.01
≡ MPLX - MPLX LP Buy 12,000 0.01
≡ WFC - Wells Fargo Buy 5,250 0.01
Q1  2023
≡ FAF - First Amer'n Corp. Add 538.67% 40,400 0.07
≡ GOOGL - Alphabet Inc. Add 75.48% 9,931 0.03
≡ ELV - Elevance Health Inc. Add 24.34% 212,353 3.02
≡ FG - F&g Annuities & Life Inc Add 13.29% 801,818 0.45
≡ AN - AutoNation Inc. Add 8.60% 19,812 0.08
≡ BC - Brunswick Corp. Buy 12,328 0.03
≡ AMZN - Amazon.com Inc. Buy 3,200 0.01
≡ SCHW - Charles Schwab Corp. Buy 5,250 0.01
Q4  2022
≡ GOOGL - Alphabet Inc. Add 134.95% 7,557 0.02
≡ ABG - Asbury Automotive Group Inc. Add 38.61% 77,389 0.44
≡ FAF - First Amer'n Corp. Add 36.36% 2,000 0.00
≡ GOOG - Alphabet Inc. CL C Add 18.12% 1,250 0.00
≡ APO - Apollo Global Management Add 1.10% 86,419 0.17
≡ MCO - Moody's Corp. Add 0.67% 21 0.00
≡ FG - F&g Annuities & Life Inc Buy 6,032,140 3.80
≡ AN - AutoNation Inc. Buy 230,468 0.78
≡ META - Meta Platforms Inc. Buy 1,838 0.01
≡ MSFT - Microsoft Corp. Buy 1,700 0.01
Q3  2022
≡ OMF - OneMain Holdings Add 86.24% 2,491,819 2.54
≡ FAF - First Amer'n Corp. Add 37.50% 1,500 0.00
≡ LAD - Lithia Motors Inc. Add 14.62% 144,907 1.08
≡ LEN - Lennar Corp. Add 10.52% 85,455 0.22
≡ APO - Apollo Global Management Add 5.67% 421,509 0.68
≡ FNF - Fidelity National Financial Inc. Add 2.96% 269,768 0.34
≡ HCA - HCA Healthcare Inc. Add 0.17% 695 0.00
≡ URI - United Rentals Add 0.02% 90 0.00
≡ ABG - Asbury Automotive Group Inc. Buy 200,447 1.05
≡ PHM - PulteGroup Inc. Buy 6,200 0.01
Q2  2022
≡ URI - United Rentals Add 83.25% 205,131 1.71
≡ AMZN - Amazon.com Inc. Add 35.71% 500 0.00
≡ APO - Apollo Global Management Add 26.92% 1,575,499 2.62
≡ LEN - Lennar Corp. Add 13.50% 96,660 0.23
≡ LAD - Lithia Motors Inc. Add 12.00% 106,194 1.00
≡ JPM - JPMorgan Chase & Co. Add 9.02% 143,837 0.56
≡ DHI - D.R. Horton Add 6.12% 93,805 0.21
≡ PRI - Primerica Inc. Add 4.43% 93,414 0.38
≡ AM - Antero Midstream Corp. Add 0.23% 5,534 0.00
≡ OMF - OneMain Holdings Buy 2,889,274 3.71
Q1  2022
≡ APO - Apollo Global Management Add 74.90% 2,506,378 4.58
≡ PRI - Primerica Inc. Add 9.25% 178,478 0.72
≡ JPM - JPMorgan Chase & Co. Add 6.62% 98,961 0.40
≡ VVV - Valvoline Inc. Add 6.48% 485,509 0.45
≡ FNF - Fidelity National Financial Inc. Add 5.87% 507,216 0.73