Brave Warrior Advisors Glenn Greenberg
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $4.4B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
SNX
|
TD Synnex Corp | 511.4M 11.72% | 3.8M | -307.9K ↓7.55% | |
|
OMF
|
OneMain Holdings Inc | 448.6M 10.28% | 7.9M | +526.4K ↑7.17% | |
|
ANTM
|
Anthem Inc | 431.6M 9.89% | 1.1M | -467.9K ↓29.66% | |
|
COF
|
Capital One Financial Corp. | 390.0M 8.93% | 1.8M | +1.2M ↑190.24% | |
|
SLM
|
SLM Corp. | 345.6M 7.92% | 10.5M | +1.1M ↑11.48% | |
|
RYAAY
|
Ryanair Holdings Plc - ADR | 310.2M 7.11% | 5.4M | -97.8K ↓1.79% | |
|
AN
|
Autonation Inc. | 241.3M 5.53% | 1.2M | +84.5K ↑7.47% | |
|
LEN
|
Lennar Corp. - Class A | 238.6M 5.46% | 2.2M | -32.5K ↓1.48% | |
|
PRI
|
Primerica Inc | 225.5M 5.16% | 824.0K | -10.7K ↓1.28% | |
|
MPLX
|
MPLX LP - Unit | 220.2M 5.04% | 4.3M | -89.1K ↓2.04% | |
|
BLDR
|
Builders Firstsource Inc | 213.2M 4.88% | 1.8M | +585.7K ↑47.17% | |
|
FNF
|
Fidelity National Financial Inc | 195.5M 4.48% | 3.5M | -46.8K ↓1.32% | |
|
DHI
|
D.R. Horton Inc. | 149.1M 3.41% | 1.2M | -18.7K ↓1.59% | |
|
AM
|
Antero Midstream Corp | 36.0M 0.82% | 1.9M | -20.8K ↓1.08% |
Sold Out Positions
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