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← Glenn Greenberg

Glenn Greenberg's 2024Q4 portfolio

Glenn Greenberg (Brave Warrior Advisors) held 13 positions as of Dec 31, 2024, with the largest position at 15.0% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q4but 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 Dec 31, 2024 (13)

  1. 1ELVElevance Health Inc
    % port
    15.0%
    -2.7pp vs prior Qnow 8.1%
  2. 2SNXTD Synnex Corp
    % port
    12.1%
    +2.9pp vs prior Qnow 12.8%
  3. 3OMFOnemain Holdings Inc
    % port
    9.6%
    +2.4pp vs prior Qnow 10.2%
  4. 4FNFFidelity National Financial
    % port
    8.3%
    +0.6pp vs prior Qnow 4.0%
  5. 5ANAutonation Inc
    % port
    6.2%
    +2.6pp vs prior Qnow 7.5%
  6. 6RYAAYRyanair Holdings Plc-sp Adr
    % port
    6.1%
    +1.3pp vs prior Qnow 4.3%
  7. 7LENLennar Corp-a
    % port
    6.0%
    -0.9pp vs prior Qnow 5.2%
  8. 8PRIPrimerica Inc
    % port
    5.8%
    -2.3pp vs prior Qnow 5.5%
  9. 9FGF&g Annuities & Life Inc
    % port
    5.6%
    +0.5pp vs prior Qnow 3.4%
  10. 10MPLXMplx LP
    % port
    5.3%
    +1.2pp vs prior Qnow 4.6%
  11. 11DHIDR Horton Inc
    % port
    2.7%
    -0.5pp vs prior Qnow 2.4%
  12. 12AMAntero Midstream Corp
    % port
    0.7%
    +0.1pp vs prior Qnow 1.0%
  13. 13GOOGLAlphabet 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.