What did Glenn Greenberg buy in Q4 2024?

Glenn Greenberg opened 2 new positions (ICLR, COF) and added to 2 existing holdings in the Q4 2024 13F.

What did Glenn Greenberg sell in Q4 2024?

Glenn Greenberg exited 4 positions (APO, DLTR, SPGI, TXN) and trimmed 4.

What Glenn Greenberg bought and sold in Q4 2024

In Q4 2024, Glenn Greenberg (Brave Warrior Advisors) opened 2 new positions — including ICLR (<0.1%), COF (<0.1%), added to 2, trimmed 4, exited 4 (APO, DLTR, SPGI). The book stood at $4.02B across 30 positions, filed Feb 14, 2025.

2New2Added4Trimmed4Exited

Share𝕏 in

New positions (2)

ICLRIcon Plc<0.1% · $629K
COFCapital One Financial Corp<0.1% · $267K

Added to (2)

ANAutonation Inc+50% shares · 6.2% · $248M
MSFTMicrosoft Corp+143% shares · <0.1% · $537K

Trimmed (4)

DFSEURDiscover Financial Services-27% shares · 10.9% · $437M
PRIPrimerica Inc-42% shares · 5.8% · $232M
LADLithia Motors Inc-28% shares · 5.4% · $219M
BACBank OF America Corp-36% shares · <0.1% · $639K

Exited (4)

APOApollo Global Management Incwas 5.9% of book
DLTRDollar Tree Incwas <0.1% of book
SPGIS&p Global Incwas <0.1% of book
TXNTexas Instruments Incwas <0.1% of book

Glenn Greenberg's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Glenn Greenberg's full portfolio →The whole cohort in Q4 2024 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.