Brave Warrior Advisors Glenn Greenberg
Top positions activity
Value History
Quarterly report: Q1 2025
Total portfolio value: $4.4B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ANTM
|
Anthem Inc | 686.2M 15.71% | 1.6M | -52.4K ↓3.22% | |
|
SNX
|
TD Synnex Corp | 423.8M 9.7% | 4.1M | -70.7K ↓1.70% | |
|
OMF
|
OneMain Holdings Inc | 359.0M 8.22% | 7.3M | -94.0K ↓1.26% | |
|
SLM
|
SLM Corp. | 277.7M 6.36% | 9.5M | +9.5M Newly Added | |
|
DFS
|
Discover Financial Services | 274.6M 6.28% | 1.6M | -915.1K ↓36.26% | |
|
LEN
|
Lennar Corp. - Class A | 251.3M 5.75% | 2.2M | +415.2K ↑23.40% | |
|
PRI
|
Primerica Inc | 237.5M 5.43% | 834.7K | -19.2K ↓2.25% | |
|
MPLX
|
MPLX LP - Unit | 233.6M 5.34% | 4.4M | -54.1K ↓1.22% | |
|
RYAAY
|
Ryanair Holdings Plc - ADR | 232.1M 5.31% | 5.5M | -127.4K ↓2.27% | |
|
FNF
|
Fidelity National Financial Inc | 230.0M 5.26% | 3.5M | -2.4M ↓40.84% | |
|
AN
|
Autonation Inc. | 183.0M 4.19% | 1.1M | -331.2K ↓22.66% | |
|
BLDR
|
Builders Firstsource Inc | 155.1M 3.55% | 1.2M | +1.2M Newly Added | |
|
DHI
|
D.R. Horton Inc. | 149.4M 3.42% | 1.2M | +393.5K ↑50.35% | |
|
COF
|
Capital One Financial Corp. | 113.2M 2.59% | 631.6K | +630.1K ↑42003.53% | |
|
LAD
|
Lithia Motors, Inc. - Class A | 112.1M 2.56% | 381.9K | -230.7K ↓37.66% | |
|
AM
|
Antero Midstream Corp | 34.5M 0.79% | 1.9M | -14.3K ↓0.74% |