Brave Warrior Advisors Glenn Greenberg

Top positions activity

Value History

Quarterly report: Q3 2025

Total portfolio value: $4.3B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
ANTM
Anthem Inc 592.6M 13.75% 1.8M +724.3K ↑65.28%
SNX
TD Synnex Corp 536.3M 12.45% 3.3M -493.3K ↓13.09%
OMF
OneMain Holdings Inc 440.1M 10.21% 7.8M -75.8K ↓0.96%
SLM
SLM Corp. 322.7M 7.49% 11.7M +1.1M ↑10.61%
AN
Autonation Inc. 265.6M 6.16% 1.2M -467 ↓0.04%
LEN
Lennar Corp. - Class A 252.8M 5.86% 2.0M -151.6K ↓7.03%
RYAAY
Ryanair Holdings Plc - ADR 246.0M 5.7% 4.1M -1.3M ↓24.07%
MPLX
MPLX LP - Unit 223.2M 5.18% 4.5M +192.4K ↑4.50%
BLDR
Builders Firstsource Inc 218.9M 5.08% 1.8M -21.9K ↓1.20%
FNF
Fidelity National Financial Inc 211.1M 4.89% 3.5M +2.2K ↑0.06%
PRI
Primerica Inc 209.0M 4.85% 753.0K -71.0K ↓8.62%
COF
Capital One Financial Corp. 205.1M 4.76% 964.7K -868.3K ↓47.37%
DHI
D.R. Horton Inc. 120.1M 2.78% 708.7K -447.6K ↓38.71%
ALTM
Altus Midstream Co - Class A 68.8M 1.59% 1.6M +1.6M Newly Added
AM
Antero Midstream Corp 36.3M 0.84% 1.9M -32.4K ↓1.71%