Brave Warrior Advisors Glenn Greenberg
Top positions activity
Value History
Quarterly report: Q2 2024
Total portfolio value: $4.5B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ANTM
|
Anthem Inc | 884.9M 19.61% | 1.6M | -12.7K ↓0.77% | |
|
DFS
|
Discover Financial Services | 452.7M 10.03% | 3.5M | +150.9K ↑4.56% | |
|
PRI
|
Primerica Inc | 447.1M 9.9% | 1.9M | -125.0K ↓6.21% | |
|
APO
|
Apollo Global Management Inc - Class A (New) | 446.3M 9.88% | 3.8M | -24.7K ↓0.65% | |
|
SNX
|
TD Synnex Corp | 383.4M 8.49% | 3.3M | +261.0K ↑8.53% | |
|
FNF
|
Fidelity National Financial Inc | 364.1M 8.06% | 7.4M | -1.7M ↓18.83% | |
|
OMF
|
OneMain Holdings Inc | 352.5M 7.81% | 7.3M | +597.9K ↑8.96% | |
|
LEN
|
Lennar Corp. - Class A | 237.6M 5.26% | 1.6M | +570.9K ↑56.27% | |
|
LAD
|
Lithia Motors, Inc. - Class A | 215.9M 4.78% | 855.2K | +87.7K ↑11.42% | |
|
MPLX
|
MPLX LP - Unit | 180.4M 3.99% | 4.2M | +1.2M ↑39.99% | |
|
AN
|
Autonation Inc. | 156.1M 3.45% | 979.2K | +41.5K ↑4.42% | |
|
DHI
|
D.R. Horton Inc. | 113.6M 2.51% | 805.9K | -4.2K ↓0.52% | |
|
AM
|
Antero Midstream Corp | 30.8M 0.68% | 2.1M | -58.8K ↓2.74% |
Sold Out Positions
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES |
|---|---|---|---|---|
|
|
|
|
|
|