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← Glenn Greenberg

Glenn Greenberg's 2025Q3 portfolio

Glenn Greenberg (Brave Warrior Advisors) held 17 positions as of Sep 30, 2025, with the largest position at 13.8% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q3but 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, 2025 (17)

  1. 1ELVElevance Health Inc
    % port
    13.8%
    +3.9pp vs prior Qnow 8.1%
  2. 2SNXTD Synnex Corp
    % port
    12.4%
    +0.7pp vs prior Qnow 12.8%
  3. 3OMFOnemain Holdings Inc
    % port
    10.2%
  4. 4SLMSlm Corp
    % port
    7.5%
    -0.4pp vs prior Qnow 7.2%
  5. 5ANAutonation Inc
    % port
    6.2%
    +0.6pp vs prior Qnow 7.5%
  6. 6LENLennar Corp-a
    % port
    5.9%
    +0.4pp vs prior Qnow 5.2%
  7. 7RYAAYRyanair Holdings Plc-sp Adr
    % port
    5.7%
    -1.4pp vs prior Qnow 4.3%
  8. 8MPLXMplx LP
    % port
    5.2%
    +0.1pp vs prior Qnow 4.6%
  9. 9BLDRBuilders Firstsource Inc
    % port
    5.1%
    +0.2pp vs prior Qnow 4.8%
  10. 10FNFFidelity National Financial
    % port
    4.9%
    +0.4pp vs prior Qnow 4.0%
  11. 11PRIPrimerica Inc
    % port
    4.9%
    -0.3pp vs prior Qnow 5.5%
  12. 12COFCapital One Financial Corp
    % port
    4.8%
    -4.2pp vs prior Qnow 4.5%
  13. 13MRPMillrose Properties
    % port
    4.2%
    -0.9pp vs prior Qnow 5.9%
  14. 14FGF&g Annuities & Life Inc
    % port
    3.8%
    now 3.4%
  15. 15DHIDR Horton Inc
    % port
    2.8%
    -0.6pp vs prior Qnow 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.