Brave Warrior Advisors Glenn Greenberg
Top positions activity
Value History
Quarterly report: Q1 2024
Total portfolio value: $4.8B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ANTM
|
Anthem Inc | 853.4M 17.85% | 1.6M | -110.8K ↓6.31% | |
|
PRI
|
Primerica Inc | 509.7M 10.66% | 2.0M | -98.7K ↓4.67% | |
|
FNF
|
Fidelity National Financial Inc | 482.0M 10.08% | 9.1M | -373.6K ↓3.95% | |
|
DFS
|
Discover Financial Services | 433.9M 9.07% | 3.3M | +676.9K ↑25.71% | |
|
APO
|
Apollo Global Management Inc - Class A (New) | 427.8M 8.94% | 3.8M | -698.9K ↓15.52% | |
|
SNX
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TD Synnex Corp | 346.2M 7.24% | 3.1M | +3.1M Newly Added | |
|
OMF
|
OneMain Holdings Inc | 340.9M 7.13% | 6.7M | +255.5K ↑3.98% | |
|
JPM
|
JPMorgan Chase & Co. | 260.1M 5.44% | 1.3M | -357.5K ↓21.59% | |
|
LAD
|
Lithia Motors, Inc. - Class A | 230.9M 4.83% | 767.5K | -56.5K ↓6.85% | |
|
LEN
|
Lennar Corp. - Class A | 174.5M 3.64% | 1.0M | +442.9K ↑77.48% | |
|
AN
|
Autonation Inc. | 155.3M 3.24% | 937.8K | +815.3K ↑665.93% | |
|
DHI
|
D.R. Horton Inc. | 133.3M 2.78% | 810.1K | +42.8K ↑5.57% | |
|
MPLX
|
MPLX LP - Unit | 125.7M 2.63% | 3.0M | +3.0M ↑17697.70% | |
|
AM
|
Antero Midstream Corp | 30.2M 0.63% | 2.1M | -76.1K ↓3.42% |
Sold Out Positions
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