What did Glenn Greenberg buy in Q3 2025?

Glenn Greenberg opened 1 new position (KNTK) and added to 1 existing holding in the Q3 2025 13F.

What did Glenn Greenberg sell in Q3 2025?

Glenn Greenberg exited 3 positions (UNH, TXN, SPGI) and trimmed 5.

What Glenn Greenberg bought and sold in Q3 2025

In Q3 2025, Glenn Greenberg (Brave Warrior Advisors) opened 1 new position — including KNTK (1.6%), added to 1, trimmed 5, exited 3 (UNH, TXN, SPGI). The book stood at $4.31B across 33 positions, filed Nov 14, 2025.

1New1Added5Trimmed3Exited

Share𝕏 in

New positions (1)

KNTKKinetik Holdings Inc1.6% · $69M

Added to (1)

ELVElevance Health Inc+65% shares · 13.8% · $593M

Trimmed (5)

RYAAYRyanair Holdings Plc-sp Adr-24% shares · 5.7% · $246M
COFCapital One Financial Corp-47% shares · 4.8% · $205M
MRPMillrose Properties-32% shares · 4.2% · $181M
DHIDR Horton Inc-39% shares · 2.8% · $120M
ICLRIcon Plc-40% shares · <0.1% · $525K

Exited (3)

UNHUnitedhealth Group Incwas <0.1% of book
TXNTexas Instruments Incwas <0.1% of book
SPGIS&p Global Incwas <0.1% of book

Glenn Greenberg's other filings

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

Glenn Greenberg's full portfolio →

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.