Glenn Greenberg Holdings Activity

Brave Warrior Advisors Portfolio 13F

Brave Warrior Advisors has disclosed a total of 30 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 5, bought 6 totally new, decreased the number of shares of 16 and completely sold out 3 position(s).

What stocks is Glenn Greenberg buying now?

In the recent quarter Glenn Greenberg has bought 11 securities out of which top 5 purchases (by % change to portfolio) are (ICLR) ICON PLC (new buy), (PRI) PRIMERICA INC (added shares +12.72%), (SLM) SLM CORP (added shares +5.86%), (SUNB) SUNBELT RENTALS HOLDINGS INC (new buy) and (MSFT) MICROSOFT CORP (added shares +285.71%).

What does Glenn Greenberg invest in?

Glenn Greenberg's top 5 holdings (by % of portfolio) are (SNX) SYNNEX CORP (12.75%), (OMF) ONEMAIN HOLDINGS INC (10.2%), (ICLR) ICON PLC (8.21%), (ANTM) ANTHEM INC (8.13%) and (AN) AUTONATION INC (7.48%).

In the latest report(s) the following changes have been made to the top investments: (SNX) SYNNEX CORP (reduced shares -3.46%), (OMF) ONEMAIN HOLDINGS INC (reduced shares -0.46%), (ICLR) ICON PLC (new buy), (ANTM) ANTHEM INC (reduced shares -10.34%) and (AN) AUTONATION INC (reduced shares -0.32%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2024 Q4 (22 results)

COF

CAPITAL ONE FINANCIAL CORP

buy

+1,500

+0.01%

$178.32

3.59% $184.73

0.01%

ICLR

ICON PLC

buy

+3,000

+0.02%

$209.71

30.29% $146.18

0.02%

MSFT

MICROSOFT CORP

+142.86%

+750

+0.01%

$421.50

7.30% $390.74

0.01%

AUTONATION INC

+50.28%

+488,904

+2.07%

$169.84

12.77% $191.53

6.17%

SNX

SYNNEX CORP

+12.22%

+451,557

+1.32%

$117.28

139.23% $280.57

12.10%

RYAAY

RYANAIR HOLDINGS PLC-SP ADR

+9.80%

+500,239

+0.54%

$43.59

6.08%

ANTERO MIDSTREAM CORP

+1.79%

+33,908

+0.01%

$15.09

43.61% $21.67

0.73%

OMF

ONEMAIN HOLDINGS INC

+0.48%

+35,448

+0.05%

$52.13

8.79% $56.71

9.65%

MPLX

MPLX LP

-0.33%

-14,812

-0.02%

$47.86

5.26%

LEN

LENNAR CORP-A

-0.36%

-6,462

-0.02%

$136.37

33.78% $90.30

6.02%

FNF

FIDELITY NATIONAL FINANCIAL

-0.62%

-37,221

-0.05%

$56.14

14.64% $47.92

8.34%

ANTM

ANTHEM INC

-0.70%

-11,436

-0.10%

$368.90

14.96%

F&G ANNUITIES & LIFE INC

-1.02%

-55,729

-0.06%

$41.44

30.24% $28.91

5.57%

DHI

DR HORTON INC

-2.68%

-21,534

-0.07%

$139.82

10.21% $154.09

2.72%

DFS

DISCOVER FINANCIAL SERVICES

-26.94%

-930,741

-4.01%

$173.23

10.88%

LAD

LITHIA MOTORS INC

-28.32%

-241,985

-2.15%

$357.43

12.32% $313.38

5.45%

BAC

BANK OF AMERICA CORP

-35.51%

-8,000

-0.01%

$43.95

27.46% $56.02

0.02%

PRI

PRIMERICA INC

-41.52%

-606,307

-4.09%

$271.42

3.90% $282.01

5.77%

DLTR

DOLLAR TREE INC

-100.00%

-7,126

-0.01%

$70.32

62.12% $114.00

0.00%

SPGI

S&P GLOBAL INC

-100.00%

-401

-0.01%

$516.62

18.91% $418.91

0.00%

TXN

TEXAS INSTRUMENTS INC

-100.00%

-1,010

-0.01%

$206.57

45.77% $301.12

0.00%

APO

APOLLO GLOBAL MANAGEMENT INC

-100.00%

-2,277,466

-7.08%

$124.91

0.00%

2024 Q3 (25 results)

MCO

MOODY'S CORP

buy

+471

+0.00%

$474.59

5.63% $447.85

0.00%

TXN

TEXAS INSTRUMENTS INC

buy

+1,010

+0.00%

$206.57

45.77% $301.12

0.00%

ALLY

ALLY FINANCIAL INC

buy

+10,000

+0.01%

$35.59

24.67% $44.37

0.01%

DLTR

DOLLAR TREE INC

buy

+7,126

+0.01%

$70.32

62.12% $114.00

0.00%

SPGI

S&P GLOBAL INC

buy

+401

+0.00%

$516.62

18.91% $418.91

0.00%

MASTERCARD INC - A

buy

+422

+0.00%

$493.80

0.77% $489.98

0.00%

RYAAY

RYANAIR HOLDINGS PLC-SP ADR

+10,182.07%

+5,054,379

+4.74%

$45.18

4.78%

LEN

LENNAR CORP-A

+12.33%

+195,540

+0.76%

$187.48

51.83% $90.30

6.93%

SNX

SYNNEX CORP

+11.25%

+373,569

+0.93%

$120.08

133.65% $280.57

9.21%

MPLX

MPLX LP

+4.66%

+197,488

+0.18%

$44.46

4.09%

OMF

ONEMAIN HOLDINGS INC

+1.82%

+132,045

+0.13%

$47.07

20.48% $56.71

7.23%

ANTM

ANTHEM INC

+0.51%

+8,286

+0.09%

$520.00

17.71%

LAD

LITHIA MOTORS INC

-0.07%

-621

-0.00%

$317.64

1.34% $313.38

5.63%

DFS

DISCOVER FINANCIAL SERVICES

-0.18%

-6,266

-0.02%

$140.29

10.06%

DHI

DR HORTON INC

-0.36%

-2,862

-0.01%

$190.77

19.23% $154.09

3.18%

AUTONATION INC

-0.71%

-6,926

-0.03%

$178.92

7.05% $191.53

3.61%

ANTERO MIDSTREAM CORP

-9.15%

-191,357

-0.06%

$15.05

43.99% $21.67

0.59%

F&G ANNUITIES & LIFE INC

-9.81%

-593,194

-0.55%

$44.72

35.35% $28.91

5.06%

HCA

HCA HEALTHCARE INC

-12.91%

-500

-0.00%

$406.43

4.74% $387.18

0.03%

UNH

UNITEDHEALTH GROUP INC

-18.20%

-111

-0.00%

$584.68

30.13% $408.52

0.01%

FNF

FIDELITY NATIONAL FINANCIAL

-18.42%

-1,357,181

-1.75%

$62.06

22.78% $47.92

7.74%

PRI

PRIMERICA INC

-22.74%

-429,842

-2.36%

$265.15

6.36% $282.01

8.03%

AMZN

AMAZONCOM INC

-36.36%

-800

-0.00%

$186.33

28.03% $238.55

0.01%

APO

APOLLO GLOBAL MANAGEMENT INC

-39.74%

-1,502,235

-3.89%

$124.91

0.00%

AMAT

APPLIED MATERIALS INC

-100.00%

-961

-0.00%

$235.99

140.37% $567.25

0.00%

47 of 943

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Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.