Brave Warrior Advisors Glenn Greenberg
Top positions activity
Value History
Quarterly report: Q4 2024
Total portfolio value: $4.0B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ANTM
|
Anthem Inc | 601.3M 14.96% | 1.6M | -11.4K ↓0.70% | |
|
SNX
|
TD Synnex Corp | 486.4M 12.1% | 4.1M | +451.6K ↑12.22% | |
|
DFS
|
Discover Financial Services | 437.2M 10.87% | 2.5M | -930.7K ↓26.94% | |
|
OMF
|
OneMain Holdings Inc | 387.7M 9.64% | 7.4M | +35.4K ↑0.48% | |
|
FNF
|
Fidelity National Financial Inc | 335.3M 8.34% | 6.0M | -37.2K ↓0.62% | |
|
AN
|
Autonation Inc. | 248.2M 6.17% | 1.5M | +488.9K ↑50.28% | |
|
RYAAY
|
Ryanair Holdings Plc - ADR | 244.3M 6.07% | 5.6M | +500.2K ↑9.80% | |
|
LEN
|
Lennar Corp. - Class A | 242.0M 6.02% | 1.8M | -6.5K ↓0.36% | |
|
PRI
|
Primerica Inc | 231.8M 5.76% | 853.9K | -606.3K ↓41.52% | |
|
LAD
|
Lithia Motors, Inc. - Class A | 218.9M 5.44% | 612.6K | -242.0K ↓28.32% | |
|
MPLX
|
MPLX LP - Unit | 211.5M 5.26% | 4.4M | -14.8K ↓0.33% | |
|
DHI
|
D.R. Horton Inc. | 109.3M 2.71% | 781.5K | -21.5K ↓2.68% | |
|
AM
|
Antero Midstream Corp | 29.2M 0.72% | 1.9M | +33.9K ↑1.79% |
Sold Out Positions
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