Glenn Greenberg - Brave Warrior Advisors

History Stock Activity Share change % change to portfolio
Q3  2024
LAD - Lithia Motors Inc. Reduce 0.07% 621 0.00
DFS - Discover Financial Services Reduce 0.18% 6,266 0.02
DHI - D.R. Horton Reduce 0.36% 2,862 0.01
AN - AutoNation Inc. Reduce 0.71% 6,926 0.03
AM - Antero Midstream Corp. Reduce 9.15% 191,357 0.06
FG - F&g Annuities & Life Inc Reduce 9.81% 593,194 0.55
HCA - HCA Healthcare Inc. Reduce 12.91% 500 0.00
UNH - United Health Group Inc. Reduce 18.20% 111 0.00
FNF - Fidelity National Financial Inc. Reduce 18.42% 1,357,181 1.75
PRI - Primerica Inc. Reduce 22.74% 429,842 2.36
AMZN - Amazon.com Inc. Reduce 36.36% 800 0.01
APO - Apollo Global Management Reduce 39.74% 1,502,235 3.89
AMAT - Applied Materials Sell 100.00% 961 0.01
Q2  2024
DHI - D.R. Horton Reduce 0.52% 4,213 0.01
FG - F&g Annuities & Life Inc Reduce 0.63% 38,519 0.03
APO - Apollo Global Management Reduce 0.65% 24,683 0.06
ELV - Elevance Health Inc. Reduce 0.77% 12,710 0.15
AM - Antero Midstream Corp. Reduce 2.74% 58,840 0.02
PRI - Primerica Inc. Reduce 6.21% 125,039 0.66
AMZN - Amazon.com Inc. Reduce 18.52% 500 0.00
FNF - Fidelity National Financial Inc. Reduce 18.83% 1,709,198 1.87
JPM - JPMorgan Chase & Co. Reduce 99.57% 1,292,985 6.87
LPX - Louisiana-Pacific Corp. Sell 100.00% 224,598 0.39
WFC - Wells Fargo Sell 100.00% 5,250 0.01
MA - Mastercard Inc. Sell 100.00% 422 0.00
Q1  2024
FG - F&g Annuities & Life Inc Reduce 2.08% 129,211 0.11
LPX - Louisiana-Pacific Corp. Reduce 2.24% 5,141 0.01
AM - Antero Midstream Corp. Reduce 3.42% 76,131 0.02
FNF - Fidelity National Financial Inc. Reduce 3.95% 373,593 0.41
PRI - Primerica Inc. Reduce 4.67% 98,674 0.52
ELV - Elevance Health Inc. Reduce 6.31% 110,816 1.20
LAD - Lithia Motors Inc. Reduce 6.85% 56,481 0.36
APO - Apollo Global Management Reduce 15.52% 698,937 1.64
JPM - JPMorgan Chase & Co. Reduce 21.59% 357,530 1.50
MSFT - Microsoft Corp. Reduce 48.78% 500 0.00
RJF - Raymond James Financial Inc. Sell 100.00% 2,137,186 5.69
ABG - Asbury Automotive Group Inc. Sell 100.00% 278,367 1.49
KEY - KeyCorp Sell 100.00% 10,000 0.00
Q4  2023
PRI - Primerica Inc. Reduce 0.11% 2,280 0.01
RJF - Raymond James Financial Inc. Reduce 0.16% 3,521 0.01
AM - Antero Midstream Corp. Reduce 0.35% 7,895 0.00
JPM - JPMorgan Chase & Co. Reduce 0.44% 7,382 0.03
FNF - Fidelity National Financial Inc. Reduce 0.48% 45,848 0.06
LPX - Louisiana-Pacific Corp. Reduce 0.58% 1,331 0.00
LAD - Lithia Motors Inc. Reduce 6.67% 58,926 0.46
FG - F&g Annuities & Life Inc Reduce 7.07% 472,822 0.52
UNH - United Health Group Inc. Reduce 14.08% 100 0.00
MSFT - Microsoft Corp. Reduce 16.33% 200 0.00
APO - Apollo Global Management Reduce 33.68% 2,286,975 5.08
DHI - D.R. Horton Reduce 36.57% 442,429 1.60
LEN - Lennar Corp. Reduce 43.63% 442,371 1.57
GOOG - Alphabet Inc. CL C Reduce 45.07% 3,110 0.01
URI - United Rentals Sell 100.00% 418,615 4.65
MCO - Moody's Corp. Sell 100.00% 3,150 0.02
BC - Brunswick Corp. Sell 100.00% 6,828 0.01
EPD - Enterprise Products Partners LP Sell 100.00% 10,000 0.01
FAF - First Amer'n Corp. Sell 100.00% 6,000 0.01
ICLR - ICON plc Sell 100.00% 950 0.01
Q3  2023
ABG - Asbury Automotive Group Inc. Reduce 0.47% 1,300 0.01
AM - Antero Midstream Corp. Reduce 0.85% 19,247 0.01
OMF - OneMain Holdings Reduce 0.99% 52,999 0.05
RJF - Raymond James Financial Inc. Reduce 1.09% 23,600 0.06
AN - AutoNation Inc. Reduce 1.21% 1,471 0.01
PRI - Primerica Inc. Reduce 1.31% 28,008 0.14
JPM - JPMorgan Chase & Co. Reduce 1.43% 24,178 0.09
FG - F&g Annuities & Life Inc Reduce 1.53% 104,242 0.07
FAF - First Amer'n Corp. Reduce 6.25% 400 0.00
APO - Apollo Global Management Reduce 13.77% 1,084,087 2.43
DHI - D.R. Horton Reduce 15.03% 213,937 0.57
URI - United Rentals Reduce 20.09% 105,212 1.17
LAD - Lithia Motors Inc. Reduce 23.04% 264,351 1.95
UNH - United Health Group Inc. Reduce 35.80% 396 0.01
CMA - Comerica Inc. Sell 100.00% 7,500 0.01
Q2  2023
ABG - Asbury Automotive Group Inc. Reduce 0.13% 369 0.00
PRI - Primerica Inc. Reduce 0.33% 7,135 0.04
APO - Apollo Global Management Reduce 0.45% 35,755 0.07
RJF - Raymond James Financial Inc. Reduce 0.56% 12,203 0.03
FG - F&g Annuities & Life Inc Reduce 0.58% 39,800 0.03
JPM - JPMorgan Chase & Co. Reduce 0.59% 10,029 0.04
GOOGL - Alphabet Inc. Reduce 5.41% 1,250 0.00
DHI - D.R. Horton Reduce 9.92% 156,843 0.50
GOOG - Alphabet Inc. CL C Reduce 15.34% 1,250 0.00
AMZN - Amazon.com Inc. Reduce 15.63% 500 0.00
LEN - Lennar Corp. Reduce 17.35% 151,774 0.50
MSFT - Microsoft Corp. Reduce 27.94% 475 0.00
BC - Brunswick Corp. Reduce 44.61% 5,500 0.02
AN - AutoNation Inc. Reduce 51.58% 129,102 0.56
FAF - First Amer'n Corp. Reduce 86.64% 41,500 0.06
HCA - HCA Healthcare Inc. Reduce 96.45% 37,279 0.27
SCHW - Charles Schwab Corp. Sell 100.00% 5,250 0.01
Q1  2023
ABG - Asbury Automotive Group Inc. Reduce 0.32% 901 0.01
APO - Apollo Global Management Reduce 0.33% 25,796 0.05
OMF - OneMain Holdings Reduce 0.36% 18,954 0.02
LEN - Lennar Corp. Reduce 0.41% 3,575 0.01
PRI - Primerica Inc. Reduce 0.44% 9,511 0.05
URI - United Rentals Reduce 0.45% 1,979 0.02
RJF - Raymond James Financial Inc. Reduce 0.50% 10,941 0.03
DHI - D.R. Horton Reduce 0.56% 8,893 0.03
JPM - JPMorgan Chase & Co. Reduce 0.67% 11,418 0.05
LAD - Lithia Motors Inc. Reduce 1.35% 14,639 0.10