Glenn Greenberg - Brave Warrior Advisors

History Stock Activity Share change % change to portfolio ▼
Q3  2020
≡ ELV - Elevance Health Inc. Reduce 0.98% 7,541 0.09
≡ UNH - United Health Group Inc. Reduce 3.38% 5,590 0.08
≡ RYAAY - Ryanair Holdings PLC Reduce 8.85% 22,000 0.08
≡ GOOG - Alphabet Inc. CL C Reduce 44.02% 8,240 0.02
≡ CDK-OLD - CDK Global Inc. Buy 7,847 0.02
≡ AMZN - Amazon.com Inc. Buy 1,380 0.01
Q2  2020
≡ BRK.B - Berkshire Hathaway CL B Add 18.31% 319,463 2.84
≡ LEN - Lennar Corp. Reduce 27.97% 469,166 1.44
≡ UNH - United Health Group Inc. Reduce 37.10% 97,609 1.43
≡ HCA - HCA Healthcare Inc. Add 20.47% 282,852 1.36
≡ ELV - Elevance Health Inc. Reduce 11.88% 103,999 1.36
≡ AM - Antero Midstream Corp. Add 139.10% 4,119,589 1.05
≡ DHI - D.R. Horton Reduce 19.00% 310,740 0.86
≡ GOOGL - Alphabet Inc. Reduce 6.56% 231,420 0.82
≡ RYAAY - Ryanair Holdings PLC Buy 248,506 0.82
≡ SCHW - Charles Schwab Corp. Reduce 23.59% 443,937 0.74
≡ PRI - Primerica Inc. Add 6.10% 89,581 0.52
≡ JPM - JPMorgan Chase & Co. Add 4.29% 81,880 0.38
≡ AR - Antero Resources Sell 100.00% 8,518,664 0.35
≡ META - Meta Platforms Inc. Add 6.42% 21,237 0.24
≡ PGR - Progressive Corp. Add 2.98% 51,276 0.20
≡ RJF - Raymond James Financial Inc. Reduce 1.42% 47,414 0.11
≡ LEN.B - Lennar Corp. CL B Sell 100.00% 9,708 0.02
Q1  2020
≡ HCA - HCA Healthcare Inc. Buy 1,381,943 7.15
≡ PRI - Primerica Inc. Add 105.51% 753,467 3.84
≡ GOOGL - Alphabet Inc. Reduce 24.43% 1,140,220 3.81
≡ ELV - Elevance Health Inc. Add 39.48% 247,815 3.24
≡ META - Meta Platforms Inc. Buy 330,862 3.18
≡ BRK.B - Berkshire Hathaway CL B Add 18.39% 271,028 2.85
≡ LEN - Lennar Corp. Reduce 29.21% 692,176 1.52
≡ UNH - United Health Group Inc. Add 65.38% 104,011 1.49
≡ DHI - D.R. Horton Add 42.97% 491,536 0.96
≡ RJF - Raymond James Financial Inc. Reduce 6.90% 248,118 0.60
≡ JPM - JPMorgan Chase & Co. Add 3.76% 69,237 0.36
≡ AM - Antero Midstream Corp. Add 72.86% 1,248,247 0.15
≡ AR - Antero Resources Add 19.70% 1,402,121 0.06
≡ SCHW - Charles Schwab Corp. Add 1.25% 23,292 0.05
≡ MCO - Moody's Corp. Reduce 41.48% 2,218 0.03
≡ DLTR - Dollar Tree Inc. Add 44.24% 3,450 0.02
≡ PGR - Progressive Corp. Reduce 0.31% 5,387 0.02
≡ GOOG - Alphabet Inc. CL C Reduce 14.91% 3,280 0.01
≡ LEN.B - Lennar Corp. CL B Reduce 27.05% 3,600 0.01
≡ MAR - Marriott Int'l. Buy 2,897 0.01
Q4  2019
≡ PGR - Progressive Corp. Buy 1,724,376 6.60
≡ C - Citigroup Inc. Sell 100.00% 1,372,732 5.06
≡ GOOGL - Alphabet Inc. Reduce 20.52% 1,205,260 4.27
≡ SCHW - Charles Schwab Corp. Reduce 45.01% 1,521,243 3.82
≡ UNH - United Health Group Inc. Buy 159,089 2.47
≡ JPM - JPMorgan Chase & Co. Reduce 9.21% 186,696 1.38
≡ PRI - Primerica Inc. Reduce 18.69% 164,185 1.13
≡ RJF - Raymond James Financial Inc. Reduce 6.95% 268,331 0.85
≡ AR - Antero Resources Reduce 37.89% 4,341,641 0.65
≡ AM - Antero Midstream Corp. Add 267.30% 1,246,855 0.50
≡ LEN - Lennar Corp. Reduce 5.77% 145,117 0.43
≡ BRK.B - Berkshire Hathaway CL B Reduce 2.01% 30,175 0.36
≡ DHI - D.R. Horton Reduce 9.37% 118,204 0.33
≡ ELV - Elevance Health Inc. Reduce 1.68% 10,745 0.17
≡ DLTR - Dollar Tree Inc. Buy 7,799 0.04
≡ MCO - Moody's Corp. Reduce 22.23% 1,528 0.02
≡ LEN.B - Lennar Corp. CL B Reduce 28.14% 5,212 0.01
≡ BAC - Bank of America Corp. Reduce 0.10% 14 0.00
Q3  2019
≡ ELV - Elevance Health Inc. Buy 638,397 8.18
≡ LBTYK - Liberty Global Ltd CL C Sell 100.00% 4,665,619 6.58
≡ META - Meta Platforms Inc. Sell 100.00% 577,756 5.93
≡ BRK.B - Berkshire Hathaway CL B Add 19.41% 244,438 2.71
≡ LEN - Lennar Corp. Reduce 25.48% 859,753 2.56
≡ PRI - Primerica Inc. Add 15.81% 119,917 0.81
≡ RJF - Raymond James Financial Inc. Add 5.86% 213,733 0.63
≡ GOOGL - Alphabet Inc. Reduce 0.72% 42,560 0.14
≡ FTDR - frontdoor Inc. Sell 100.00% 41,368 0.10
≡ JPM - JPMorgan Chase & Co. Reduce 0.60% 12,141 0.08
≡ AM - Antero Midstream Corp. Reduce 30.15% 201,300 0.08
≡ SCHW - Charles Schwab Corp. Reduce 0.73% 24,929 0.06
≡ C - Citigroup Inc. Reduce 1.12% 15,586 0.06
≡ AR - Antero Resources Reduce 2.50% 293,974 0.05
≡ DHI - D.R. Horton Reduce 0.39% 4,977 0.01
≡ BAC - Bank of America Corp. Add 0.10% 14 0.00
≡ LEN.B - Lennar Corp. CL B Reduce 2.11% 400 0.00
Q2  2019
≡ BRK.B - Berkshire Hathaway CL B Buy 1,259,424 14.28
≡ BFH - Bread Financial Holdings Inc. Sell 100.00% 1,126,962 9.91
≡ PRI - Primerica Inc. Reduce 39.75% 500,423 3.19
≡ META - Meta Platforms Inc. Reduce 31.07% 260,418 2.67
≡ GOOGL - Alphabet Inc. Reduce 6.01% 378,180 1.09
≡ LBTYK - Liberty Global Ltd CL C Reduce 11.80% 624,149 0.88
≡ LEN - Lennar Corp. Reduce 7.22% 262,670 0.68
≡ LBTYA - Liberty Global Ltd CL A Sell 100.00% 232,019 0.29
≡ JPM - JPMorgan Chase & Co. Reduce 1.44% 29,719 0.18
≡ RJF - Raymond James Financial Inc. Reduce 1.09% 40,058 0.12
≡ SCHW - Charles Schwab Corp. Reduce 1.54% 53,087 0.11
≡ C - Citigroup Inc. Reduce 2.01% 28,435 0.11
≡ AR - Antero Resources Reduce 1.58% 188,116 0.06
≡ DHI - D.R. Horton Reduce 1.23% 15,813 0.04
≡ AM - Antero Midstream Corp. Add 6.64% 41,550 0.03
≡ LEN.B - Lennar Corp. CL B Add 2.25% 416 0.00
≡ GOOG - Alphabet Inc. CL C Reduce 2.31% 520 0.00
Q1  2019
≡ SCHW - Charles Schwab Corp. Reduce 42.25% 2,529,765 5.44
≡ BFH - Bread Financial Holdings Inc. Reduce 35.33% 615,691 5.41
≡ NLSN-OLD - Nielsen Holdings plc Sell 100.00% 2,579,186 3.06
≡ RJF - Raymond James Financial Inc. Add 8.33% 283,545 0.76
≡ LBTYK - Liberty Global Ltd CL C Reduce 10.26% 604,481 0.74