Brave Warrior Advisors Glenn Greenberg
Top positions activity
Value History
Quarterly report: Q4 2025
Total portfolio value: $4.3B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
OMF
|
OneMain Holdings Inc | 522.8M 12.24% | 7.7M | -55.0K ↓0.71% | |
|
SNX
|
TD Synnex Corp | 475.2M 11.13% | 3.2M | -112.1K ↓3.42% | |
|
ANTM
|
Anthem Inc | 438.8M 10.27% | 1.3M | -582.2K ↓31.74% | |
|
SLM
|
SLM Corp. | 347.2M 8.13% | 12.8M | +1.2M ↑10.06% | |
|
AN
|
Autonation Inc. | 320.6M 7.51% | 1.6M | +338.7K ↑27.90% | |
|
LEN
|
Lennar Corp. - Class A | 247.9M 5.8% | 2.4M | +405.9K ↑20.24% | |
|
BLDR
|
Builders Firstsource Inc | 244.8M 5.73% | 2.4M | +573.8K ↑31.78% | |
|
COF
|
Capital One Financial Corp. | 244.5M 5.72% | 1.0M | +44.1K ↑4.57% | |
|
MPLX
|
MPLX LP - Unit | 238.8M 5.59% | 4.5M | +6.6K ↑0.15% | |
|
RYAAY
|
Ryanair Holdings Plc - ADR | 220.7M 5.16% | 3.1M | -1.0M ↓25.16% | |
|
PRI
|
Primerica Inc | 201.6M 4.72% | 780.1K | +27.1K ↑3.60% | |
|
FNF
|
Fidelity National Financial Inc | 192.1M 4.5% | 3.5M | +29.8K ↑0.85% | |
|
DHI
|
D.R. Horton Inc. | 101.1M 2.36% | 701.8K | -6.9K ↓0.97% | |
|
AM
|
Antero Midstream Corp | 32.9M 0.77% | 1.8M | -17.4K ↓0.93% |
Sold Out Positions
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