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← Glenn Greenberg

Glenn Greenberg's 2025Q1 portfolio

Glenn Greenberg (Brave Warrior Advisors) held 17 positions as of Mar 31, 2025, with the largest position at 15.7% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but 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 Mar 31, 2025 (17)

  1. 1ELVElevance Health Inc
    % port
    15.7%
    +0.8pp vs prior Qnow 8.1%
  2. 2SNXTD Synnex Corp
    % port
    9.7%
    -2.4pp vs prior Qnow 12.8%
  3. 3OMFOnemain Holdings Inc
    % port
    8.2%
    -1.4pp vs prior Qnow 10.2%
  4. 4SLMSlm Corp
    % port
    6.4%
    now 7.2%
  5. 5LENLennar Corp-a
    % port
    5.8%
    -0.3pp vs prior Qnow 5.2%
  6. 6PRIPrimerica Inc
    % port
    5.4%
    -0.3pp vs prior Q
  7. 7MPLXMplx LP
    % port
    5.3%
    now 4.6%
  8. 8RYAAYRyanair Holdings Plc-sp Adr
    % port
    5.3%
    -0.8pp vs prior Qnow 4.3%
  9. 9FNFFidelity National Financial
    % port
    5.3%
    -3.1pp vs prior Qnow 4.0%
  10. 10MRPMillrose Properties
    % port
    4.8%
    now 5.9%
  11. 11FGF&g Annuities & Life Inc
    % port
    4.4%
    -1.2pp vs prior Qnow 3.4%
  12. 12ANAutonation Inc
    % port
    4.2%
    -2.0pp vs prior Qnow 7.5%
  13. 13BLDRBuilders Firstsource Inc
    % port
    3.6%
    now 4.8%
  14. 14DHIDR Horton Inc
    % port
    3.4%
    +0.7pp vs prior Qnow 2.4%
  15. 15COFCapital One Financial Corp
    % port
    2.6%
    +2.6pp vs prior Qnow 4.5%
  16. 16AMAntero Midstream Corp
    % port
    0.8%
    now 1.0%
  17. 17GOOGLAlphabet 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.