Brave Warrior Advisors Glenn Greenberg
Top positions activity
Value History
Quarterly report: Q3 2024
Total portfolio value: $4.8B
TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
---|---|---|---|---|---|
ANTM
|
Anthem Inc | 853.5M 17.7% | 1.6M | +8.3K ↑0.51% | |
DFS
|
Discover Financial Services | 484.7M 10.05% | 3.5M | -6.3K ↓0.18% | |
SNX
|
TD Synnex Corp | 443.8M 9.2% | 3.7M | +373.6K ↑11.25% | |
PRI
|
Primerica Inc | 387.2M 8.03% | 1.5M | -429.8K ↓22.74% | |
FNF
|
Fidelity National Financial Inc | 373.0M 7.73% | 6.0M | -1.4M ↓18.42% | |
OMF
|
OneMain Holdings Inc | 348.4M 7.22% | 7.4M | +132.0K ↑1.82% | |
LEN
|
Lennar Corp. - Class A | 333.9M 6.92% | 1.8M | +195.5K ↑12.33% | |
APO
|
Apollo Global Management Inc - Class A (New) | 284.5M 5.9% | 2.3M | -1.5M ↓39.74% | |
LAD
|
Lithia Motors, Inc. - Class A | 271.4M 5.63% | 854.6K | -621 ↓0.07% | |
RYAAY
|
Ryanair Holdings Plc - ADR | 230.6M 4.78% | 5.1M | +5.1M ↑10182.07% | |
MPLX
|
MPLX LP - Unit | 197.1M 4.08% | 4.4M | +197.5K ↑4.66% | |
AN
|
Autonation Inc. | 174.0M 3.6% | 972.3K | -6.9K ↓0.71% | |
DHI
|
D.R. Horton Inc. | 153.2M 3.17% | 803.1K | -2.9K ↓0.36% | |
AM
|
Antero Midstream Corp | 28.6M 0.59% | 1.9M | -191.4K ↓9.15% |