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← Glenn Greenberg

Glenn Greenberg's 2024Q3 portfolio

Glenn Greenberg (Brave Warrior Advisors) held 14 positions as of Sep 30, 2024, with the largest position at 17.7% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q3but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Sep 30, 2024 (14)

  1. 1ELVElevance Health Inc
    % port
    17.7%
    -1.9pp vs prior Qnow 8.1%
  2. 2SNXTD Synnex Corp
    % port
    9.2%
    +0.7pp vs prior Qnow 12.8%
  3. 3PRIPrimerica Inc
    % port
    8.0%
    -1.9pp vs prior Qnow 5.5%
  4. 4FNFFidelity National Financial
    % port
    7.7%
    -0.3pp vs prior Qnow 4.0%
  5. 5OMFOnemain Holdings Inc
    % port
    7.2%
    -0.6pp vs prior Qnow 10.2%
  6. 6LENLennar Corp-a
    % port
    6.9%
    +1.7pp vs prior Qnow 5.2%
  7. 7APOApollo Global Management Inc
    % port
    5.9%
    -4.0pp vs prior Qnow 0.0%
  8. 8FGF&g Annuities & Life Inc
    % port
    5.1%
    now 3.4%
  9. 9RYAAYRyanair Holdings Plc-sp Adr
    % port
    4.8%
    +4.7pp vs prior Qnow 4.3%
  10. 10MPLXMplx LP
    % port
    4.1%
    now 4.6%
  11. 11ANAutonation Inc
    % port
    3.6%
    +0.1pp vs prior Qnow 7.5%
  12. 12DHIDR Horton Inc
    % port
    3.2%
    +0.7pp vs prior Qnow 2.4%
  13. 13AMAntero Midstream Corp
    % port
    0.6%
    now 1.0%
  14. 14GOOGLAlphabet Inc-cl A
    % port
    0.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.