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← Glenn Greenberg

Glenn Greenberg's 2025Q2 portfolio

Glenn Greenberg (Brave Warrior Advisors) held 17 positions as of Jun 30, 2025, with the largest position at 11.7% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q2but 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 Jun 30, 2025 (17)

  1. 1SNXTD Synnex Corp
    % port
    11.7%
    +2.0pp vs prior Qnow 12.8%
  2. 2OMFOnemain Holdings Inc
    % port
    10.3%
    +2.1pp vs prior Q
  3. 3ELVElevance Health Inc
    % port
    9.9%
    -5.8pp vs prior Qnow 8.1%
  4. 4COFCapital One Financial Corp
    % port
    8.9%
    +6.3pp vs prior Qnow 4.5%
  5. 5SLMSlm Corp
    % port
    7.9%
    +1.6pp vs prior Qnow 7.2%
  6. 6RYAAYRyanair Holdings Plc-sp Adr
    % port
    7.1%
    +1.8pp vs prior Qnow 4.3%
  7. 7ANAutonation Inc
    % port
    5.5%
    +1.3pp vs prior Qnow 7.5%
  8. 8LENLennar Corp-a
    % port
    5.5%
    -0.3pp vs prior Qnow 5.2%
  9. 9PRIPrimerica Inc
    % port
    5.2%
    -0.3pp vs prior Qnow 5.5%
  10. 10MRPMillrose Properties
    % port
    5.1%
    +0.3pp vs prior Qnow 5.9%
  11. 11MPLXMplx LP
    % port
    5.0%
    -0.3pp vs prior Qnow 4.6%
  12. 12BLDRBuilders Firstsource Inc
    % port
    4.9%
    +1.3pp vs prior Q
  13. 13FNFFidelity National Financial
    % port
    4.5%
    -0.8pp vs prior Qnow 4.0%
  14. 14FGF&g Annuities & Life Inc
    % port
    3.8%
    -0.5pp vs prior Qnow 3.4%
  15. 15DHIDR Horton Inc
    % port
    3.4%
    now 2.4%
  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.