What Glenn Greenberg bought and sold in Q2 2025
In Q2 2025, Glenn Greenberg (Brave Warrior Advisors) opened 3 new positions — including USB (<0.1%), META (<0.1%), TXN (<0.1%), added to 5, trimmed 2, exited 3 (DFSEUR, LAD, ALLY). The book stood at $4.36B across 35 positions, filed Aug 14, 2025.
3New5Added2Trimmed3Exited
New positions (3)
- USBUS Bancorp<0.1% · $679K
- METAMeta Platforms Inc-class A<0.1% · $249K
- TXNTexas Instruments Inc<0.1% · $210K
Added to (5)
Trimmed (2)
Exited (3)
- DFSEURDiscover Financial Serviceswas 6.3% of book
- LADLithia Motors Incwas 2.6% of book
- ALLYAlly Financial Incwas <0.1% of book
Glenn Greenberg's other filings
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.