Brave Warrior Advisors Glenn Greenberg

Top positions activity

Value History

Quarterly report: Q3 2023

Total portfolio value: $4.0T
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
ANTM
Anthem Inc 708.7B 17.69% 1.6M +306.3K ↑23.18%
APO
Apollo Global Management Inc - Class A (New) 609.5B 15.21% 6.8M -1.1M ↓13.77%
PRI
Primerica Inc 410.5B 10.24% 2.1M -28.0K ↓1.31%
FNF
Fidelity National Financial Inc 392.2B 9.79% 9.5M +408.1K ↑4.49%
LAD
Lithia Motors, Inc. - Class A 260.7B 6.5% 882.9K -264.4K ↓23.04%
JPM
JPMorgan Chase & Co. 241.2B 6.02% 1.7M -24.2K ↓1.43%
RJF
Raymond James Financial, Inc. 215.0B 5.36% 2.1M -23.6K ↓1.09%
OMF
OneMain Holdings Inc 212.4B 5.3% 5.3M -53.0K ↓0.99%
DFS
Discover Financial Services 206.3B 5.14% 2.4M +2.4M Newly Added
URI
United Rentals, Inc. 186.1B 4.64% 418.6K -105.2K ↓20.09%
DHI
D.R. Horton Inc. 130.0B 3.24% 1.2M -213.9K ↓15.03%
LEN
Lennar Corp. - Class A 113.8B 2.84% 1.0M +290.8K ↑40.22%
ABG
Asbury Automotive Group Inc 63.3B 1.58% 275.3K -1.3K ↓0.47%
AM
Antero Midstream Corp 26.8B 0.66% 2.2M -19.2K ↓0.85%
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
AN
Autonation Inc. 19.9B 0.52% 121.2K Sold Out