Glenn Greenberg - Brave Warrior Advisors

History Stock Activity ▼ Share change % change to portfolio
Q1  2024
≡ MPLX - MPLX LP Add 17697.70% 3,008,609 2.62
≡ AN - AutoNation Inc. Add 665.93% 815,328 2.83
≡ LEN - Lennar Corp. Add 77.48% 442,874 1.59
≡ DFS - Discover Financial Services Add 25.71% 676,910 1.86
≡ DHI - D.R. Horton Add 5.57% 42,778 0.15
≡ OMF - OneMain Holdings Add 3.98% 255,464 0.27
≡ SNX - SYNNEX Corp. Buy 3,061,083 7.24
≡ MA - Mastercard Inc. Buy 422 0.00
≡ FG - F&g Annuities & Life Inc Reduce 2.08% 129,211 0.11
≡ LPX - Louisiana-Pacific Corp. Reduce 2.24% 5,141 0.01
≡ AM - Antero Midstream Corp. Reduce 3.42% 76,131 0.02
≡ FNF - Fidelity National Financial Inc. Reduce 3.95% 373,593 0.41
≡ PRI - Primerica Inc. Reduce 4.67% 98,674 0.52
≡ ELV - Elevance Health Inc. Reduce 6.31% 110,816 1.20
≡ LAD - Lithia Motors Inc. Reduce 6.85% 56,481 0.36
≡ APO - Apollo Global Management Reduce 15.52% 698,937 1.64
≡ JPM - JPMorgan Chase & Co. Reduce 21.59% 357,530 1.50
≡ MSFT - Microsoft Corp. Reduce 48.78% 500 0.00
≡ RJF - Raymond James Financial Inc. Sell 100.00% 2,137,186 5.69
≡ ABG - Asbury Automotive Group Inc. Sell 100.00% 278,367 1.49
≡ KEY - KeyCorp Sell 100.00% 10,000 0.00
Q4  2023
≡ HCA - HCA Healthcare Inc. Add 182.08% 2,500 0.02
≡ BAC - Bank of America Corp. Add 55.05% 8,000 0.01
≡ MPLX - MPLX LP Add 41.67% 5,000 0.00
≡ OMF - OneMain Holdings Add 21.10% 1,118,166 1.31
≡ DFS - Discover Financial Services Add 10.58% 251,909 0.68
≡ ELV - Elevance Health Inc. Add 7.93% 129,055 1.45
≡ AN - AutoNation Inc. Add 2.28% 2,728 0.01
≡ ABG - Asbury Automotive Group Inc. Add 1.13% 3,101 0.02
≡ GOOGL - Alphabet Inc. Add 0.09% 20 0.00
≡ RYAAY - Ryanair Holdings PLC Buy 6,526 0.02
≡ KEY - KeyCorp Buy 10,000 0.00
≡ PRI - Primerica Inc. Reduce 0.11% 2,280 0.01
≡ RJF - Raymond James Financial Inc. Reduce 0.16% 3,521 0.01
≡ AM - Antero Midstream Corp. Reduce 0.35% 7,895 0.00
≡ JPM - JPMorgan Chase & Co. Reduce 0.44% 7,382 0.03
≡ FNF - Fidelity National Financial Inc. Reduce 0.48% 45,848 0.06
≡ LPX - Louisiana-Pacific Corp. Reduce 0.58% 1,331 0.00
≡ LAD - Lithia Motors Inc. Reduce 6.67% 58,926 0.46
≡ FG - F&g Annuities & Life Inc Reduce 7.07% 472,822 0.52
≡ UNH - United Health Group Inc. Reduce 14.08% 100 0.00
≡ MSFT - Microsoft Corp. Reduce 16.33% 200 0.00
≡ APO - Apollo Global Management Reduce 33.68% 2,286,975 5.08
≡ DHI - D.R. Horton Reduce 36.57% 442,429 1.60
≡ LEN - Lennar Corp. Reduce 43.63% 442,371 1.57
≡ GOOG - Alphabet Inc. CL C Reduce 45.07% 3,110 0.01
≡ URI - United Rentals Sell 100.00% 418,615 4.65
≡ MCO - Moody's Corp. Sell 100.00% 3,150 0.02
≡ BC - Brunswick Corp. Sell 100.00% 6,828 0.01
≡ EPD - Enterprise Products Partners LP Sell 100.00% 10,000 0.01
≡ FAF - First Amer'n Corp. Sell 100.00% 6,000 0.01
≡ ICLR - ICON plc Sell 100.00% 950 0.01
Q3  2023
≡ LEN - Lennar Corp. Add 40.22% 290,822 0.81
≡ ELV - Elevance Health Inc. Add 23.18% 306,326 3.33
≡ FNF - Fidelity National Financial Inc. Add 4.49% 408,109 0.42
≡ DFS - Discover Financial Services Buy 2,381,258 5.15
≡ LPX - Louisiana-Pacific Corp. Buy 231,070 0.32
≡ EPD - Enterprise Products Partners LP Buy 10,000 0.01
≡ ABG - Asbury Automotive Group Inc. Reduce 0.47% 1,300 0.01
≡ AM - Antero Midstream Corp. Reduce 0.85% 19,247 0.01
≡ OMF - OneMain Holdings Reduce 0.99% 52,999 0.05
≡ RJF - Raymond James Financial Inc. Reduce 1.09% 23,600 0.06
≡ AN - AutoNation Inc. Reduce 1.21% 1,471 0.01
≡ PRI - Primerica Inc. Reduce 1.31% 28,008 0.14
≡ JPM - JPMorgan Chase & Co. Reduce 1.43% 24,178 0.09
≡ FG - F&g Annuities & Life Inc Reduce 1.53% 104,242 0.07
≡ FAF - First Amer'n Corp. Reduce 6.25% 400 0.00
≡ APO - Apollo Global Management Reduce 13.77% 1,084,087 2.43
≡ DHI - D.R. Horton Reduce 15.03% 213,937 0.57
≡ URI - United Rentals Reduce 20.09% 105,212 1.17
≡ LAD - Lithia Motors Inc. Reduce 23.04% 264,351 1.95
≡ UNH - United Health Group Inc. Reduce 35.80% 396 0.01
≡ CMA - Comerica Inc. Sell 100.00% 7,500 0.01
Q2  2023
≡ ELV - Elevance Health Inc. Add 21.80% 236,504 2.78
≡ URI - United Rentals Add 18.84% 83,056 0.98
≡ LAD - Lithia Motors Inc. Add 7.24% 77,437 0.62
≡ OMF - OneMain Holdings Add 1.10% 58,041 0.07
≡ FNF - Fidelity National Financial Inc. Add 0.03% 2,379 0.00
≡ AM - Antero Midstream Corp. Add 0.02% 536 0.00
≡ CMA - Comerica Inc. Buy 7,500 0.01
≡ ICLR - ICON plc Buy 950 0.01
≡ MAR - Marriott Int'l. Buy 1,194 0.01
≡ MPLX - MPLX LP Buy 12,000 0.01
≡ WFC - Wells Fargo Buy 5,250 0.01
≡ ABG - Asbury Automotive Group Inc. Reduce 0.13% 369 0.00
≡ PRI - Primerica Inc. Reduce 0.33% 7,135 0.04
≡ APO - Apollo Global Management Reduce 0.45% 35,755 0.07
≡ RJF - Raymond James Financial Inc. Reduce 0.56% 12,203 0.03
≡ FG - F&g Annuities & Life Inc Reduce 0.58% 39,800 0.03
≡ JPM - JPMorgan Chase & Co. Reduce 0.59% 10,029 0.04
≡ GOOGL - Alphabet Inc. Reduce 5.41% 1,250 0.00
≡ DHI - D.R. Horton Reduce 9.92% 156,843 0.50
≡ GOOG - Alphabet Inc. CL C Reduce 15.34% 1,250 0.00
≡ AMZN - Amazon.com Inc. Reduce 15.63% 500 0.00
≡ LEN - Lennar Corp. Reduce 17.35% 151,774 0.50
≡ MSFT - Microsoft Corp. Reduce 27.94% 475 0.00
≡ BC - Brunswick Corp. Reduce 44.61% 5,500 0.02
≡ AN - AutoNation Inc. Reduce 51.58% 129,102 0.56
≡ FAF - First Amer'n Corp. Reduce 86.64% 41,500 0.06
≡ HCA - HCA Healthcare Inc. Reduce 96.45% 37,279 0.27