What Glenn Greenberg bought and sold in Q4 2025

In Q4 2025, Glenn Greenberg (Brave Warrior Advisors) opened 2 new positions — including AMAT (<0.1%), SPGI (<0.1%), added to 4, trimmed 2, exited 2 (KNTK, ICLR). The book stood at $4.27B across 33 positions, filed Feb 17, 2026.

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.