Glenn Greenberg - Brave Warrior Advisors

History Stock Activity ▲ Share change % change to portfolio
Q1  2023
≡ APO - Apollo Global Management Reduce 0.33% 25,796 0.05
≡ ABG - Asbury Automotive Group Inc. Reduce 0.32% 901 0.01
≡ META - Meta Platforms Inc. Sell 100.00% 1,838 0.01
Q4  2022
≡ MCO - Moody's Corp. Add 0.67% 21 0.00
≡ APO - Apollo Global Management Add 1.10% 86,419 0.17
≡ GOOG - Alphabet Inc. CL C Add 18.12% 1,250 0.00
≡ FAF - First Amer'n Corp. Add 36.36% 2,000 0.00
≡ ABG - Asbury Automotive Group Inc. Add 38.61% 77,389 0.44
≡ GOOGL - Alphabet Inc. Add 134.95% 7,557 0.02
≡ META - Meta Platforms Inc. Buy 1,838 0.01
≡ MSFT - Microsoft Corp. Buy 1,700 0.01
≡ AN - AutoNation Inc. Buy 230,468 0.78
≡ FG - F&g Annuities & Life Inc Buy 6,032,140 3.80
≡ UNH - United Health Group Inc. Reduce 51.09% 1,260 0.02
≡ ELV - Elevance Health Inc. Reduce 26.68% 317,456 5.13
≡ LAD - Lithia Motors Inc. Reduce 4.55% 51,747 0.33
≡ AM - Antero Midstream Corp. Reduce 2.34% 55,012 0.02
≡ RJF - Raymond James Financial Inc. Reduce 2.28% 50,974 0.17
≡ LEN - Lennar Corp. Reduce 2.17% 19,454 0.06
≡ URI - United Rentals Reduce 1.97% 8,889 0.10
≡ DHI - D.R. Horton Reduce 1.95% 31,602 0.09
≡ PRI - Primerica Inc. Reduce 1.75% 38,569 0.17
≡ FNF - Fidelity National Financial Inc. Reduce 1.75% 164,480 0.20
≡ JPM - JPMorgan Chase & Co. Reduce 1.51% 26,136 0.11
≡ HCA - HCA Healthcare Inc. Reduce 1.39% 5,857 0.04
≡ OMF - OneMain Holdings Reduce 1.27% 68,547 0.07
≡ AMZN - Amazon.com Inc. Sell 100.00% 1,900 0.01
≡ PHM - PulteGroup Inc. Sell 100.00% 6,200 0.01
≡ VVV - Valvoline Inc. Sell 100.00% 5,451,901 4.78
Q3  2022
≡ URI - United Rentals Add 0.02% 90 0.00
≡ HCA - HCA Healthcare Inc. Add 0.17% 695 0.00
≡ FNF - Fidelity National Financial Inc. Add 2.96% 269,768 0.34
≡ APO - Apollo Global Management Add 5.67% 421,509 0.68
≡ LEN - Lennar Corp. Add 10.52% 85,455 0.22
≡ LAD - Lithia Motors Inc. Add 14.62% 144,907 1.08
≡ FAF - First Amer'n Corp. Add 37.50% 1,500 0.00
≡ OMF - OneMain Holdings Add 86.24% 2,491,819 2.54
≡ PHM - PulteGroup Inc. Buy 6,200 0.01
≡ ABG - Asbury Automotive Group Inc. Buy 200,447 1.05
≡ VVV - Valvoline Inc. Reduce 27.99% 2,118,695 1.86
≡ ELV - Elevance Health Inc. Reduce 1.77% 21,405 0.34
≡ AM - Antero Midstream Corp. Reduce 1.38% 32,948 0.01
≡ RJF - Raymond James Financial Inc. Reduce 0.34% 7,526 0.03
≡ DHI - D.R. Horton Reduce 0.33% 5,441 0.01
≡ JPM - JPMorgan Chase & Co. Reduce 0.14% 2,489 0.01
≡ PRI - Primerica Inc. Reduce 0.08% 1,783 0.01
Q2  2022
≡ AM - Antero Midstream Corp. Add 0.23% 5,534 0.00
≡ PRI - Primerica Inc. Add 4.43% 93,414 0.38
≡ DHI - D.R. Horton Add 6.12% 93,805 0.21
≡ JPM - JPMorgan Chase & Co. Add 9.02% 143,837 0.56
≡ LAD - Lithia Motors Inc. Add 12.00% 106,194 1.00
≡ LEN - Lennar Corp. Add 13.50% 96,660 0.23
≡ APO - Apollo Global Management Add 26.92% 1,575,499 2.62
≡ AMZN - Amazon.com Inc. Add 35.71% 500 0.00
≡ URI - United Rentals Add 83.25% 205,131 1.71
≡ OMF - OneMain Holdings Buy 2,889,274 3.71
≡ PGR - Progressive Corp. Reduce 99.90% 1,712,528 9.81
≡ HCA - HCA Healthcare Inc. Reduce 32.54% 202,662 1.17
≡ UNH - United Health Group Inc. Reduce 30.65% 1,090 0.02
≡ GOOGL - Alphabet Inc. Reduce 15.92% 1,060 0.00
≡ ELV - Elevance Health Inc. Reduce 10.49% 141,973 2.35
≡ VVV - Valvoline Inc. Reduce 5.14% 410,574 0.41
≡ MCO - Moody's Corp. Reduce 4.57% 150 0.00
≡ RJF - Raymond James Financial Inc. Reduce 0.35% 7,996 0.02
≡ FNF - Fidelity National Financial Inc. Reduce 0.30% 27,700 0.04
≡ MA - Mastercard Inc. Sell 100.00% 569 0.01
≡ MAR - Marriott Int'l. Sell 100.00% 1,185 0.01
Q1  2022
≡ RJF - Raymond James Financial Inc. Add 0.96% 21,432 0.07
≡ HCA - HCA Healthcare Inc. Add 2.37% 14,441 0.11
≡ FNF - Fidelity National Financial Inc. Add 5.87% 507,216 0.73
≡ VVV - Valvoline Inc. Add 6.48% 485,509 0.45
≡ JPM - JPMorgan Chase & Co. Add 6.62% 98,961 0.40
≡ PRI - Primerica Inc. Add 9.25% 178,478 0.72
≡ APO - Apollo Global Management Add 74.90% 2,506,378 4.58
≡ LEN - Lennar Corp. Buy 715,804 1.71
≡ URI - United Rentals Buy 246,418 2.58
≡ DHI - D.R. Horton Buy 1,532,698 3.37
≡ LAD - Lithia Motors Inc. Buy 885,107 7.84
≡ UNH - United Health Group Inc. Reduce 98.40% 218,105 3.07
≡ MAR - Marriott Int'l. Reduce 63.47% 2,059 0.02
≡ GOOGL - Alphabet Inc. Reduce 41.06% 4,640 0.02
≡ PGR - Progressive Corp. Reduce 23.55% 528,182 1.77
≡ AM - Antero Midstream Corp. Reduce 1.06% 25,576 0.01
≡ ELV - Elevance Health Inc. Reduce 0.92% 12,536 0.18
≡ AON - Aon Plc Sell 100.00% 2,732 0.03
≡ ATH - Athene Holding Ltd. Sell 100.00% 546,330 1.45
≡ BRK.B - Berkshire Hathaway CL B Sell 100.00% 671,870 6.40
Q4  2021
≡ PRI - Primerica Inc. Add 1.45% 27,591 0.13
≡ ATH - Athene Holding Ltd. Add 26.96% 116,008 0.31
≡ APO - Apollo Global Management Add 33.47% 839,093 1.94
≡ MA - Mastercard Inc. Buy 569 0.01
≡ AON - Aon Plc Reduce 97.62% 112,133 1.23
≡ JPM - JPMorgan Chase & Co. Reduce 10.59% 177,133 0.89
≡ BRK.B - Berkshire Hathaway CL B Reduce 1.98% 13,586 0.13
≡ UNH - United Health Group Inc. Reduce 1.97% 4,460 0.07
≡ HCA - HCA Healthcare Inc. Reduce 1.77% 10,990 0.09
≡ PGR - Progressive Corp. Reduce 1.76% 40,264 0.13
≡ FNF - Fidelity National Financial Inc. Reduce 1.73% 152,439 0.25
≡ VVV - Valvoline Inc. Reduce 1.61% 122,352 0.15
≡ RJF - Raymond James Financial Inc. Reduce 1.59% 36,002 0.12