Glenn Greenberg - Brave Warrior Advisors
History | Stock | Activity ▼ | Share change | % change to portfolio |
Q1  2023 | ≡ | UNH - United Health Group Inc. | Reduce 8.29% | 100 | 0.00 | ≡ | HCA - HCA Healthcare Inc. | Reduce 90.69% | 376,362 | 3.12 | ≡ | META - Meta Platforms Inc. | Sell 100.00% | 1,838 | 0.01 |
Q4  2022 | ≡ | GOOGL - Alphabet Inc. | Add 134.95% | 7,557 | 0.02 | ≡ | ABG - Asbury Automotive Group Inc. | Add 38.61% | 77,389 | 0.44 | ≡ | FAF - First Amer'n Corp. | Add 36.36% | 2,000 | 0.00 | ≡ | GOOG - Alphabet Inc. CL C | Add 18.12% | 1,250 | 0.00 | ≡ | APO - Apollo Global Management | Add 1.10% | 86,419 | 0.17 | ≡ | MCO - Moody's Corp. | Add 0.67% | 21 | 0.00 | ≡ | FG - F&g Annuities & Life Inc | Buy | 6,032,140 | 3.80 | ≡ | AN - AutoNation Inc. | Buy | 230,468 | 0.78 | ≡ | META - Meta Platforms Inc. | Buy | 1,838 | 0.01 | ≡ | MSFT - Microsoft Corp. | Buy | 1,700 | 0.01 | ≡ | OMF - OneMain Holdings | Reduce 1.27% | 68,547 | 0.07 | ≡ | HCA - HCA Healthcare Inc. | Reduce 1.39% | 5,857 | 0.04 | ≡ | JPM - JPMorgan Chase & Co. | Reduce 1.51% | 26,136 | 0.11 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 1.75% | 164,480 | 0.20 | ≡ | PRI - Primerica Inc. | Reduce 1.75% | 38,569 | 0.17 | ≡ | DHI - D.R. Horton | Reduce 1.95% | 31,602 | 0.09 | ≡ | URI - United Rentals | Reduce 1.97% | 8,889 | 0.10 | ≡ | LEN - Lennar Corp. | Reduce 2.17% | 19,454 | 0.06 | ≡ | RJF - Raymond James Financial Inc. | Reduce 2.28% | 50,974 | 0.17 | ≡ | AM - Antero Midstream Corp. | Reduce 2.34% | 55,012 | 0.02 | ≡ | LAD - Lithia Motors Inc. | Reduce 4.55% | 51,747 | 0.33 | ≡ | ELV - Elevance Health Inc. | Reduce 26.68% | 317,456 | 5.13 | ≡ | UNH - United Health Group Inc. | Reduce 51.09% | 1,260 | 0.02 | ≡ | VVV - Valvoline Inc. | Sell 100.00% | 5,451,901 | 4.78 | ≡ | AMZN - Amazon.com Inc. | Sell 100.00% | 1,900 | 0.01 | ≡ | PHM - PulteGroup Inc. | Sell 100.00% | 6,200 | 0.01 |
Q3  2022 | ≡ | OMF - OneMain Holdings | Add 86.24% | 2,491,819 | 2.54 | ≡ | FAF - First Amer'n Corp. | Add 37.50% | 1,500 | 0.00 | ≡ | LAD - Lithia Motors Inc. | Add 14.62% | 144,907 | 1.08 | ≡ | LEN - Lennar Corp. | Add 10.52% | 85,455 | 0.22 | ≡ | APO - Apollo Global Management | Add 5.67% | 421,509 | 0.68 | ≡ | FNF - Fidelity National Financial Inc. | Add 2.96% | 269,768 | 0.34 | ≡ | HCA - HCA Healthcare Inc. | Add 0.17% | 695 | 0.00 | ≡ | URI - United Rentals | Add 0.02% | 90 | 0.00 | ≡ | ABG - Asbury Automotive Group Inc. | Buy | 200,447 | 1.05 | ≡ | PHM - PulteGroup Inc. | Buy | 6,200 | 0.01 | ≡ | PRI - Primerica Inc. | Reduce 0.08% | 1,783 | 0.01 | ≡ | JPM - JPMorgan Chase & Co. | Reduce 0.14% | 2,489 | 0.01 | ≡ | DHI - D.R. Horton | Reduce 0.33% | 5,441 | 0.01 | ≡ | RJF - Raymond James Financial Inc. | Reduce 0.34% | 7,526 | 0.03 | ≡ | AM - Antero Midstream Corp. | Reduce 1.38% | 32,948 | 0.01 | ≡ | ELV - Elevance Health Inc. | Reduce 1.77% | 21,405 | 0.34 | ≡ | VVV - Valvoline Inc. | Reduce 27.99% | 2,118,695 | 1.86 |
Q2  2022 | ≡ | URI - United Rentals | Add 83.25% | 205,131 | 1.71 | ≡ | AMZN - Amazon.com Inc. | Add 35.71% | 500 | 0.00 | ≡ | APO - Apollo Global Management | Add 26.92% | 1,575,499 | 2.62 | ≡ | LEN - Lennar Corp. | Add 13.50% | 96,660 | 0.23 | ≡ | LAD - Lithia Motors Inc. | Add 12.00% | 106,194 | 1.00 | ≡ | JPM - JPMorgan Chase & Co. | Add 9.02% | 143,837 | 0.56 | ≡ | DHI - D.R. Horton | Add 6.12% | 93,805 | 0.21 | ≡ | PRI - Primerica Inc. | Add 4.43% | 93,414 | 0.38 | ≡ | AM - Antero Midstream Corp. | Add 0.23% | 5,534 | 0.00 | ≡ | OMF - OneMain Holdings | Buy | 2,889,274 | 3.71 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 0.30% | 27,700 | 0.04 | ≡ | RJF - Raymond James Financial Inc. | Reduce 0.35% | 7,996 | 0.02 | ≡ | MCO - Moody's Corp. | Reduce 4.57% | 150 | 0.00 | ≡ | VVV - Valvoline Inc. | Reduce 5.14% | 410,574 | 0.41 | ≡ | ELV - Elevance Health Inc. | Reduce 10.49% | 141,973 | 2.35 | ≡ | GOOGL - Alphabet Inc. | Reduce 15.92% | 1,060 | 0.00 | ≡ | UNH - United Health Group Inc. | Reduce 30.65% | 1,090 | 0.02 | ≡ | HCA - HCA Healthcare Inc. | Reduce 32.54% | 202,662 | 1.17 | ≡ | PGR - Progressive Corp. | Reduce 99.90% | 1,712,528 | 9.81 | ≡ | MA - Mastercard Inc. | Sell 100.00% | 569 | 0.01 | ≡ | MAR - Marriott Int'l. | Sell 100.00% | 1,185 | 0.01 |
Q1  2022 | ≡ | APO - Apollo Global Management | Add 74.90% | 2,506,378 | 4.58 | ≡ | PRI - Primerica Inc. | Add 9.25% | 178,478 | 0.72 | ≡ | JPM - JPMorgan Chase & Co. | Add 6.62% | 98,961 | 0.40 | ≡ | VVV - Valvoline Inc. | Add 6.48% | 485,509 | 0.45 | ≡ | FNF - Fidelity National Financial Inc. | Add 5.87% | 507,216 | 0.73 | ≡ | HCA - HCA Healthcare Inc. | Add 2.37% | 14,441 | 0.11 | ≡ | RJF - Raymond James Financial Inc. | Add 0.96% | 21,432 | 0.07 | ≡ | LAD - Lithia Motors Inc. | Buy | 885,107 | 7.84 | ≡ | DHI - D.R. Horton | Buy | 1,532,698 | 3.37 | ≡ | URI - United Rentals | Buy | 246,418 | 2.58 | ≡ | LEN - Lennar Corp. | Buy | 715,804 | 1.71 | ≡ | ELV - Elevance Health Inc. | Reduce 0.92% | 12,536 | 0.18 | ≡ | AM - Antero Midstream Corp. | Reduce 1.06% | 25,576 | 0.01 | ≡ | PGR - Progressive Corp. | Reduce 23.55% | 528,182 | 1.77 | ≡ | GOOGL - Alphabet Inc. | Reduce 41.06% | 4,640 | 0.02 | ≡ | MAR - Marriott Int'l. | Reduce 63.47% | 2,059 | 0.02 | ≡ | UNH - United Health Group Inc. | Reduce 98.40% | 218,105 | 3.07 | ≡ | BRK.B - Berkshire Hathaway CL B | Sell 100.00% | 671,870 | 6.40 | ≡ | ATH - Athene Holding Ltd. | Sell 100.00% | 546,330 | 1.45 | ≡ | AON - Aon Plc | Sell 100.00% | 2,732 | 0.03 |
Q4  2021 | ≡ | APO - Apollo Global Management | Add 33.47% | 839,093 | 1.94 | ≡ | ATH - Athene Holding Ltd. | Add 26.96% | 116,008 | 0.31 | ≡ | PRI - Primerica Inc. | Add 1.45% | 27,591 | 0.13 | ≡ | MA - Mastercard Inc. | Buy | 569 | 0.01 | ≡ | ELV - Elevance Health Inc. | Reduce 0.40% | 5,477 | 0.08 | ≡ | AM - Antero Midstream Corp. | Reduce 1.22% | 29,675 | 0.01 | ≡ | RJF - Raymond James Financial Inc. | Reduce 1.59% | 36,002 | 0.12 | ≡ | VVV - Valvoline Inc. | Reduce 1.61% | 122,352 | 0.15 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 1.73% | 152,439 | 0.25 | ≡ | PGR - Progressive Corp. | Reduce 1.76% | 40,264 | 0.13 | ≡ | HCA - HCA Healthcare Inc. | Reduce 1.77% | 10,990 | 0.09 | ≡ | UNH - United Health Group Inc. | Reduce 1.97% | 4,460 | 0.07 | ≡ | BRK.B - Berkshire Hathaway CL B | Reduce 1.98% | 13,586 | 0.13 |