Glenn Greenberg Holdings Activity

Brave Warrior Advisors Portfolio 13F

Brave Warrior Advisors has disclosed a total of 30 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 5, bought 6 totally new, decreased the number of shares of 16 and completely sold out 3 position(s).

What stocks is Glenn Greenberg buying now?

In the recent quarter Glenn Greenberg has bought 11 securities out of which top 5 purchases (by % change to portfolio) are (ICLR) ICON PLC (new buy), (PRI) PRIMERICA INC (added shares +12.72%), (SLM) SLM CORP (added shares +5.86%), (SUNB) SUNBELT RENTALS HOLDINGS INC (new buy) and (MSFT) MICROSOFT CORP (added shares +285.71%).

What does Glenn Greenberg invest in?

Glenn Greenberg's top 5 holdings (by % of portfolio) are (SNX) SYNNEX CORP (12.75%), (OMF) ONEMAIN HOLDINGS INC (10.2%), (ICLR) ICON PLC (8.21%), (ANTM) ANTHEM INC (8.13%) and (AN) AUTONATION INC (7.48%).

In the latest report(s) the following changes have been made to the top investments: (SNX) SYNNEX CORP (reduced shares -3.46%), (OMF) ONEMAIN HOLDINGS INC (reduced shares -0.46%), (ICLR) ICON PLC (new buy), (ANTM) ANTHEM INC (reduced shares -10.34%) and (AN) AUTONATION INC (reduced shares -0.32%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q2 (26 results)
USB
US BANCORP
buy
+15,000
+0.02%
$45.25
23.07% $55.69
0.02%
TXN
TEXAS INSTRUMENTS INC
buy
+1,010
+0.00%
$207.62
37.30% $285.06
0.00%
META
META PLATFORMS INC-CLASS A
buy
+338
+0.01%
$738.09
19.66% $593.00
0.01%
UNH
UNITEDHEALTH GROUP INC
+200.40%
+1,000
+0.01%
$311.97
28.05% $399.47
0.00%
COF
CAPITAL ONE FINANCIAL CORP
+190.24%
+1,201,438
+5.86%
$212.76
15.08% $180.67
8.94%
HCA
HCA HEALTHCARE INC
+104.00%
+2,000
+0.02%
$383.10
2.86% $372.13
0.03%
BAC
BANK OF AMERICA CORP
+82.58%
+12,000
+0.01%
$47.32
13.76% $53.83
0.03%
BLDR
BUILDERS FIRSTSOURCE INC
+47.17%
+585,683
+1.57%
$116.69
36.89% $73.64
4.89%
SLM
SLM CORP
+11.48%
+1,085,531
+0.82%
$32.79
31.72% $22.39
7.92%
AN
AUTONATION INC
+7.47%
+84,455
+0.38%
$198.65
5.50% $187.72
5.53%
OMF
ONEMAIN HOLDINGS INC
+7.17%
+526,449
+0.69%
$57.00
2.88% $55.36
10.28%
AM
ANTERO MIDSTREAM CORP
-1.08%
-20,752
-0.01%
$18.95
13.56% $21.52
0.82%
MRP
MILLROSE PROPERTIES
-1.22%
-97,123
-0.06%
$28.51
1.47% $28.93
5.14%
FG
F&G ANNUITIES & LIFE INC
-1.26%
-66,398
-0.05%
$31.98
13.04% $27.81
3.83%
PRI
PRIMERICA INC
-1.28%
-10,662
-0.07%
$273.67
2.86% $265.84
5.17%
FNF
FIDELITY NATIONAL FINANCIAL
-1.32%
-46,803
-0.06%
$56.06
15.45% $47.40
4.48%
LEN
LENNAR CORP-A
-1.48%
-32,481
-0.08%
$110.61
18.19% $90.49
5.47%
DHI
DR HORTON INC
-1.59%
-18,725
-0.06%
$128.92
12.94% $145.60
3.42%
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
-1.79%
-97,800
-0.13%
$57.67
-
7.11%
MPLX
MPLX LP
-2.04%
-89,053
-0.11%
$51.51
-
5.05%
SNX
SYNNEX CORP
-7.55%
-307,915
-0.96%
$135.70
98.08% $268.80
11.72%
ANTM
ANTHEM INC
-29.66%
-467,917
-4.17%
$388.96
-
9.89%
MSFT
MICROSOFT CORP
-58.82%
-750
-0.01%
$497.41
16.23% $416.67
0.01%
LAD
LITHIA MOTORS INC
-100.00%
-381,889
-2.57%
$293.54
1.60% $288.84
0.00%
ALLY
ALLY FINANCIAL INC
-100.00%
-10,000
-0.01%
$36.47
17.27% $42.77
0.00%
DFS
DISCOVER FINANCIAL SERVICES
-100.00%
-1,608,880
-6.30%
$170.70
-
0.00%
2025 Q1 (22 results)
SLM
SLM CORP
buy
+9,455,374
+6.36%
$29.37
23.77% $22.39
6.36%
MRP
MILLROSE PROPERTIES
buy
+7,958,813
+4.83%
$26.51
9.13% $28.93
4.83%
V
VISA INC-CLASS A SHARES
buy
+618
+0.00%
$350.46
7.67% $323.57
0.00%
BLDR
BUILDERS FIRSTSOURCE INC
buy
+1,241,578
+3.55%
$124.94
41.06% $73.64
3.55%
SPGI
S&P GLOBAL INC
buy
+401
+0.00%
$508.10
16.47% $424.44
0.00%
COF
CAPITAL ONE FINANCIAL CORP
+42,003.53%
+630,053
+2.59%
$179.30
0.76% $180.67
2.59%
ICLR
ICON PLC
+66.67%
+2,000
+0.01%
$174.99
14.60% $149.45
0.02%
DHI
DR HORTON INC
+50.35%
+393,470
+1.15%
$127.13
14.53% $145.60
3.42%
LEN
LENNAR CORP-A
+23.40%
+415,218
+1.09%
$114.78
21.16% $90.49
5.76%
AM
ANTERO MIDSTREAM CORP
-0.74%
-14,312
-0.01%
$18.00
19.56% $21.52
0.79%
MPLX
MPLX LP
-1.22%
-54,068
-0.07%
$53.52
-
5.35%
OMF
ONEMAIN HOLDINGS INC
-1.26%
-94,034
-0.11%
$48.88
13.26% $55.36
8.22%
SNX
SYNNEX CORP
-1.70%
-70,706
-0.17%
$103.96
158.56% $268.80
9.71%
FG
F&G ANNUITIES & LIFE INC
-2.06%
-111,278
-0.09%
$36.05
22.86% $27.81
4.37%
PRI
PRIMERICA INC
-2.25%
-19,210
-0.13%
$284.53
6.57% $265.84
5.44%
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
-2.27%
-127,369
-0.12%
$42.37
-
5.31%
ANTM
ANTHEM INC
-3.22%
-52,407
-0.52%
$434.96
-
15.72%
AN
AUTONATION INC
-22.66%
-331,158
-1.23%
$161.92
15.93% $187.72
4.19%
DFS
DISCOVER FINANCIAL SERVICES
-36.26%
-915,085
-3.58%
$170.70
-
0.00%
LAD
LITHIA MOTORS INC
-37.66%
-230,677
-1.55%
$293.54
1.60% $288.84
0.00%
FNF
FIDELITY NATIONAL FINANCIAL
-40.84%
-2,439,170
-3.64%
$65.08
27.17% $47.40
5.27%
HCA
HCA HEALTHCARE INC
-42.99%
-1,450
-0.01%
$345.55
7.69% $372.13
0.02%
48 of 943

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.