Glenn Greenberg Holdings Activity

Brave Warrior Advisors Portfolio 13F

Brave Warrior Advisors has disclosed a total of 30 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 5, bought 6 totally new, decreased the number of shares of 16 and completely sold out 3 position(s).

What stocks is Glenn Greenberg buying now?

In the recent quarter Glenn Greenberg has bought 11 securities out of which top 5 purchases (by % change to portfolio) are (ICLR) ICON PLC (new buy), (PRI) PRIMERICA INC (added shares +12.72%), (SLM) SLM CORP (added shares +5.86%), (SUNB) SUNBELT RENTALS HOLDINGS INC (new buy) and (MSFT) MICROSOFT CORP (added shares +285.71%).

What does Glenn Greenberg invest in?

Glenn Greenberg's top 5 holdings (by % of portfolio) are (SNX) SYNNEX CORP (12.75%), (OMF) ONEMAIN HOLDINGS INC (10.2%), (ICLR) ICON PLC (8.21%), (ANTM) ANTHEM INC (8.13%) and (AN) AUTONATION INC (7.48%).

In the latest report(s) the following changes have been made to the top investments: (SNX) SYNNEX CORP (reduced shares -3.46%), (OMF) ONEMAIN HOLDINGS INC (reduced shares -0.46%), (ICLR) ICON PLC (new buy), (ANTM) ANTHEM INC (reduced shares -10.34%) and (AN) AUTONATION INC (reduced shares -0.32%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2023 Q3 (21 results)
DFS
DISCOVER FINANCIAL SERVICES
buy
+2,381,258
+5.15%
$86.63
-
5.15%
EPD
ENTERPRISE PRODUCTS PARTNERS
buy
+10,000
+0.01%
$27.37
-
0.00%
LPX
LOUISIANA-PACIFIC CORP
buy
+231,070
+0.32%
$55.27
27.74% $70.60
0.32%
LEN
LENNAR CORP-A
+40.22%
+290,822
+0.81%
$112.23
19.37% $90.49
2.84%
ANTM
ANTHEM INC
+23.18%
+306,326
+3.33%
$435.42
-
17.69%
FNF
FIDELITY NATIONAL FINANCIAL
+4.49%
+408,109
+0.42%
$41.30
14.77% $47.40
9.79%
ABG
ASBURY AUTOMOTIVE GROUP
-0.47%
-1,300
-0.01%
$230.07
16.99% $190.98
1.58%
AM
ANTERO MIDSTREAM CORP
-0.85%
-19,247
-0.01%
$11.98
79.63% $21.52
0.67%
OMF
ONEMAIN HOLDINGS INC
-0.99%
-52,999
-0.05%
$40.09
38.09% $55.36
5.30%
RJF
RAYMOND JAMES FINANCIAL INC
-1.09%
-23,600
-0.06%
$100.43
50.80% $151.45
5.37%
AN
AUTONATION INC
-1.21%
-1,471
-0.01%
$151.40
23.99% $187.72
0.45%
PRI
PRIMERICA INC
-1.31%
-28,008
-0.14%
$194.01
37.02% $265.84
10.25%
JPM
JPMORGAN CHASE & CO
-1.43%
-24,178
-0.09%
$145.02
115.40% $312.37
6.02%
FG
F&G ANNUITIES & LIFE INC
-1.53%
-104,242
-0.07%
$28.06
0.89% $27.81
4.69%
FAF
FIRST AMERICAN FINANCIAL
-6.25%
-400
-0.00%
$56.49
18.64% $67.02
0.00%
APO
APOLLO GLOBAL MANAGEMENT INC
-13.77%
-1,084,087
-2.43%
$89.76
-
15.22%
DHI
DR HORTON INC
-15.03%
-213,937
-0.57%
$107.47
35.48% $145.60
3.25%
URI
UNITED RENTALS INC
-20.09%
-105,212
-1.17%
$444.57
140.18% $1,067.77
0.00%
LAD
LITHIA MOTORS INC
-23.04%
-264,351
-1.95%
$295.33
2.20% $288.84
6.51%
UNH
UNITEDHEALTH GROUP INC
-35.80%
-396
-0.00%
$504.19
20.77% $399.47
0.01%
CMA
COMERICA INC
-100.00%
-7,500
-0.01%
$42.36
-
0.00%
2023 Q2 (28 results)
CMA
COMERICA INC
buy
+7,500
+0.01%
$42.36
-
0.00%
MPLX
MPLX LP
buy
+12,000
+0.01%
$33.94
-
0.01%
ICLR
ICON PLC
buy
+950
+0.01%
$250.20
40.27% $149.45
0.01%
MAR
MARRIOTT INTERNATIONAL -CL A
buy
+1,194
+0.01%
$183.69
113.68% $392.51
0.01%
WFC
WELLS FARGO & CO
buy
+5,250
+0.01%
$42.68
91.99% $81.94
0.01%
ANTM
ANTHEM INC
+21.80%
+236,504
+2.78%
$444.29
-
15.51%
URI
UNITED RENTALS INC
+18.84%
+83,056
+0.98%
$445.37
139.75% $1,067.77
6.16%
LAD
LITHIA MOTORS INC
+7.24%
+77,437
+0.62%
$304.11
5.02% $288.84
9.22%
OMF
ONEMAIN HOLDINGS INC
+1.10%
+58,041
+0.07%
$43.69
26.71% $55.36
6.18%
FNF
FIDELITY NATIONAL FINANCIAL
+0.03%
+2,379
+0.00%
$36.00
31.67% $47.40
8.65%
AM
ANTERO MIDSTREAM CORP
+0.02%
+536
+0.00%
$11.60
85.52% $21.52
0.69%
ABG
ASBURY AUTOMOTIVE GROUP
-0.13%
-369
-0.00%
$240.42
20.56% $190.98
1.76%
PRI
PRIMERICA INC
-0.33%
-7,135
-0.04%
$197.76
34.43% $265.84
11.20%
APO
APOLLO GLOBAL MANAGEMENT INC
-0.45%
-35,755
-0.07%
$76.81
-
15.98%
RJF
RAYMOND JAMES FINANCIAL INC
-0.56%
-12,203
-0.03%
$103.77
45.95% $151.45
5.93%
FG
F&G ANNUITIES & LIFE INC
-0.58%
-39,800
-0.03%
$24.78
12.23% $27.81
4.45%
JPM
JPMORGAN CHASE & CO
-0.59%
-10,029
-0.04%
$145.44
114.78% $312.37
6.49%
GOOGL
ALPHABET INC-CL A
-5.41%
-1,250
-0.00%
$119.70
207.88% $368.53
0.07%
DHI
DR HORTON INC
-9.92%
-156,843
-0.50%
$121.69
19.65% $145.60
4.58%
GOOG
ALPHABET INC-CL C
-15.34%
-1,250
-0.00%
$120.97
202.36% $365.76
0.02%
AMZN
AMAZONCOM INC
-15.63%
-500
-0.00%
$130.36
88.73% $246.03
0.01%
LEN
LENNAR CORP-A
-17.35%
-151,774
-0.50%
$125.31
27.79% $90.49
2.39%
MSFT
MICROSOFT CORP
-27.94%
-475
-0.00%
$340.54
22.36% $416.67
0.01%
BC
BRUNSWICK CORP
-44.61%
-5,500
-0.01%
$86.64
7.20% $80.40
0.02%
AN
AUTONATION INC
-51.58%
-129,102
-0.56%
$164.61
14.04% $187.72
0.53%
FAF
FIRST AMERICAN FINANCIAL
-86.64%
-41,500
-0.06%
$57.02
17.54% $67.02
0.01%
HCA
HCA HEALTHCARE INC
-96.45%
-37,279
-0.30%
$303.48
22.62% $372.13
0.01%
SCHW
SCHWAB (CHARLES) CORP
-100.00%
-5,250
-0.01%
$52.38
69.61% $88.84
0.00%
49 of 943

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.