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← Glenn Greenberg

Glenn Greenberg's 2025Q4 portfolio

Glenn Greenberg (Brave Warrior Advisors) held 17 positions as of Dec 31, 2025, with the largest position at 12.2% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q4but 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, 2025 (17)

  1. 1OMFOnemain Holdings Inc
    % port
    12.2%
    +2.0pp vs prior Qnow 10.2%
  2. 2SNXTD Synnex Corp
    % port
    11.1%
    -1.3pp vs prior Qnow 12.8%
  3. 3ELVElevance Health Inc
    % port
    10.3%
    -3.5pp vs prior Qnow 8.1%
  4. 4SLMSlm Corp
    % port
    8.1%
    +0.6pp vs prior Qnow 7.2%
  5. 5ANAutonation Inc
    % port
    7.5%
    +1.3pp vs prior Q
  6. 6MRPMillrose Properties
    % port
    6.0%
    +1.8pp vs prior Qnow 5.9%
  7. 7LENLennar Corp-a
    % port
    5.8%
    now 5.2%
  8. 8BLDRBuilders Firstsource Inc
    % port
    5.7%
    +0.7pp vs prior Qnow 4.8%
  9. 9COFCapital One Financial Corp
    % port
    5.7%
    +1.0pp vs prior Qnow 4.5%
  10. 10MPLXMplx LP
    % port
    5.6%
    +0.4pp vs prior Qnow 4.6%
  11. 11RYAAYRyanair Holdings Plc-sp Adr
    % port
    5.2%
    -0.5pp vs prior Qnow 4.3%
  12. 12PRIPrimerica Inc
    % port
    4.7%
    -0.1pp vs prior Qnow 5.5%
  13. 13FNFFidelity National Financial
    % port
    4.5%
    -0.4pp vs prior Qnow 4.0%
  14. 14FGF&g Annuities & Life Inc
    % port
    3.9%
    now 3.4%
  15. 15DHIDR Horton Inc
    % port
    2.4%
    -0.4pp vs prior Q
  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.