Brave Warrior Advisors Glenn Greenberg
Top positions activity
Value History
Quarterly report: Q4 2023
Total portfolio value: $4.2B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ANTM
|
Anthem Inc | 828.4M 19.76% | 1.8M | +129.1K ↑7.93% | |
|
FNF
|
Fidelity National Financial Inc | 482.2M 11.5% | 9.5M | -45.8K ↓0.48% | |
|
PRI
|
Primerica Inc | 434.9M 10.37% | 2.1M | -2.3K ↓0.11% | |
|
APO
|
Apollo Global Management Inc - Class A (New) | 419.7M 10.01% | 4.5M | -2.3M ↓33.68% | |
|
OMF
|
OneMain Holdings Inc | 315.7M 7.53% | 6.4M | +1.1M ↑21.10% | |
|
DFS
|
Discover Financial Services | 296.0M 7.06% | 2.6M | +251.9K ↑10.58% | |
|
JPM
|
JPMorgan Chase & Co. | 281.7M 6.72% | 1.7M | -7.4K ↓0.44% | |
|
LAD
|
Lithia Motors, Inc. - Class A | 271.3M 6.47% | 824.0K | -58.9K ↓6.67% | |
|
RJF
|
Raymond James Financial, Inc. | 238.3M 5.68% | 2.1M | -3.5K ↓0.16% | |
|
DHI
|
D.R. Horton Inc. | 116.6M 2.78% | 767.4K | -442.4K ↓36.57% | |
|
LEN
|
Lennar Corp. - Class A | 85.2M 2.03% | 571.6K | -442.4K ↓43.63% | |
|
ABG
|
Asbury Automotive Group Inc | 62.6M 1.49% | 278.4K | +3.1K ↑1.13% | |
|
AM
|
Antero Midstream Corp | 27.9M 0.66% | 2.2M | -7.9K ↓0.35% |
Sold Out Positions
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