Glenn Greenberg - Brave Warrior Advisors

History Stock Activity Share change % change to portfolio ▲
Q1  2022
≡ LEN - Lennar Corp. Buy 715,804 1.71
≡ PGR - Progressive Corp. Reduce 23.55% 528,182 1.77
≡ URI - United Rentals Buy 246,418 2.58
≡ UNH - United Health Group Inc. Reduce 98.40% 218,105 3.07
≡ DHI - D.R. Horton Buy 1,532,698 3.37
≡ APO - Apollo Global Management Add 74.90% 2,506,378 4.58
≡ BRK.B - Berkshire Hathaway CL B Sell 100.00% 671,870 6.40
≡ LAD - Lithia Motors Inc. Buy 885,107 7.84
Q4  2021
≡ MA - Mastercard Inc. Buy 569 0.01
≡ META - Meta Platforms Inc. Sell 100.00% 1,246 0.01
≡ AM - Antero Midstream Corp. Reduce 1.22% 29,675 0.01
≡ UNH - United Health Group Inc. Reduce 1.97% 4,460 0.07
≡ ELV - Elevance Health Inc. Reduce 0.40% 5,477 0.08
≡ HCA - HCA Healthcare Inc. Reduce 1.77% 10,990 0.09
≡ RJF - Raymond James Financial Inc. Reduce 1.59% 36,002 0.12
≡ BRK.B - Berkshire Hathaway CL B Reduce 1.98% 13,586 0.13
≡ PGR - Progressive Corp. Reduce 1.76% 40,264 0.13
≡ PRI - Primerica Inc. Add 1.45% 27,591 0.13
≡ VVV - Valvoline Inc. Reduce 1.61% 122,352 0.15
≡ FNF - Fidelity National Financial Inc. Reduce 1.73% 152,439 0.25
≡ ATH - Athene Holding Ltd. Add 26.96% 116,008 0.31
≡ JPM - JPMorgan Chase & Co. Reduce 10.59% 177,133 0.89
≡ AON - Aon Plc Reduce 97.62% 112,133 1.23
≡ SCHW - Charles Schwab Corp. Sell 100.00% 707,943 1.81
≡ APO - Apollo Global Management Add 33.47% 839,093 1.94
Q3  2021
≡ GOOGL - Alphabet Inc. Add 0.18% 20 0.00
≡ MAR - Marriott Int'l. Add 0.65% 21 0.00
≡ AMZN - Amazon.com Inc. Add 1.45% 20 0.00
≡ FAF - First Amer'n Corp. Buy 4,000 0.01
≡ MA - Mastercard Inc. Sell 100.00% 558 0.01
≡ SQSP - Squarespace Inc. Sell 100.00% 6,000 0.01
≡ SCHW - Charles Schwab Corp. Reduce 1.85% 13,350 0.03
≡ VVV - Valvoline Inc. Add 0.44% 33,116 0.04
≡ BRK.B - Berkshire Hathaway CL B Reduce 1.58% 10,984 0.10
≡ PRI - Primerica Inc. Add 1.52% 28,559 0.15
≡ PGR - Progressive Corp. Reduce 2.78% 65,211 0.21
≡ UNH - United Health Group Inc. Reduce 6.57% 15,898 0.22
≡ AM - Antero Midstream Corp. Reduce 27.32% 914,827 0.33
≡ RJF - Raymond James Financial Inc. Reduce 7.03% 171,651 0.55
≡ JPM - JPMorgan Chase & Co. Reduce 9.48% 175,212 1.00
≡ ATH - Athene Holding Ltd. Buy 430,322 1.04
≡ HCA - HCA Healthcare Inc. Reduce 20.82% 162,849 1.38
≡ ELV - Elevance Health Inc. Add 19.72% 225,846 2.95
≡ DLTR - Dollar Tree Inc. Sell 100.00% 949,378 3.24
≡ FNF - Fidelity National Financial Inc. Add 39.86% 2,505,759 3.98
≡ APO - Apollo Global Management Buy 2,507,036 5.41
≡ AON - Aon Plc Reduce 90.81% 1,135,564 11.37
Q2  2021
≡ MA - Mastercard Inc. Buy 558 0.01
≡ SQSP - Squarespace Inc. Buy 6,000 0.01
≡ GOOGL - Alphabet Inc. Reduce 18.38% 2,540 0.01
≡ GOOG - Alphabet Inc. CL C Reduce 34.16% 3,580 0.02
≡ META - Meta Platforms Inc. Reduce 75.35% 3,809 0.03
≡ SCHW - Charles Schwab Corp. Reduce 1.77% 12,995 0.03
≡ CACC - Credit Acceptance Corp. Sell 100.00% 3,548 0.04
≡ AM - Antero Midstream Corp. Reduce 3.82% 132,851 0.05
≡ UNH - United Health Group Inc. Reduce 1.79% 4,411 0.06
≡ VVV - Valvoline Inc. Reduce 0.82% 62,553 0.07
≡ PRI - Primerica Inc. Reduce 0.83% 15,621 0.08
≡ PGR - Progressive Corp. Reduce 1.78% 42,456 0.14
≡ ELV - Elevance Health Inc. Reduce 1.57% 18,313 0.24
≡ AR - Antero Resources Sell 100.00% 1,500,000 0.50
≡ RYAAY - Ryanair Holdings PLC Sell 100.00% 203,249 0.76
≡ JPM - JPMorgan Chase & Co. Reduce 15.35% 334,876 1.79
≡ RJF - Raymond James Financial Inc. Reduce 20.44% 626,867 1.86
≡ DLTR - Dollar Tree Inc. Reduce 37.17% 561,533 1.92
≡ AON - Aon Plc Reduce 18.23% 278,720 2.28
≡ HCA - HCA Healthcare Inc. Reduce 42.54% 579,119 4.11
≡ BRK.B - Berkshire Hathaway CL B Reduce 49.78% 690,386 6.58
≡ FNF - Fidelity National Financial Inc. Buy 6,286,646 9.38
Q1  2021
≡ MAR - Marriott Int'l. Add 11.25% 326 0.00
≡ RYAAY - Ryanair Holdings PLC Reduce 0.84% 1,726 0.01
≡ RJF - Raymond James Financial Inc. Reduce 0.73% 22,517 0.06
≡ BRK.B - Berkshire Hathaway CL B Reduce 0.62% 8,712 0.07
≡ JPM - JPMorgan Chase & Co. Reduce 2.08% 46,309 0.23
≡ AON - Aon Plc Add 2.10% 31,515 0.24
≡ AR - Antero Resources Buy 1,500,000 0.50
≡ AM - Antero Midstream Corp. Reduce 35.51% 1,917,231 0.57
≡ UNH - United Health Group Inc. Add 51.08% 83,316 1.01
≡ PRI - Primerica Inc. Add 13.09% 218,581 1.06
≡ HCA - HCA Healthcare Inc. Reduce 16.08% 260,821 1.60
≡ DLTR - Dollar Tree Inc. Add 54.96% 535,890 2.00
≡ PGR - Progressive Corp. Add 44.87% 740,387 2.31
≡ META - Meta Platforms Inc. Reduce 98.01% 248,570 2.46
≡ SCHW - Charles Schwab Corp. Reduce 68.34% 1,584,709 3.37
≡ ELV - Elevance Health Inc. Add 50.91% 392,594 4.60
≡ GOOGL - Alphabet Inc. Reduce 98.96% 1,317,100 4.77
≡ CACC - Credit Acceptance Corp. Reduce 99.22% 451,814 5.09
≡ VVV - Valvoline Inc. Buy 7,647,450 6.51
Q4  2020
≡ MCO - Moody's Corp. Add 4.79% 150 0.00
≡ PRI - Primerica Inc. Reduce 0.17% 2,910 0.01
≡ CDK-OLD - CDK Global Inc. Sell 100.00% 7,847 0.02
≡ PGR - Progressive Corp. Reduce 0.34% 5,588 0.02
≡ UNH - United Health Group Inc. Add 2.01% 3,213 0.04
≡ META - Meta Platforms Inc. Reduce 2.45% 6,360 0.06
≡ JPM - JPMorgan Chase & Co. Reduce 0.74% 16,620 0.08
≡ RYAAY - Ryanair Holdings PLC Reduce 9.51% 21,531 0.09
≡ HCA - HCA Healthcare Inc. Reduce 0.95% 15,596 0.09
≡ ELV - Elevance Health Inc. Add 0.94% 7,208 0.09
≡ DLTR - Dollar Tree Inc. Reduce 2.72% 27,254 0.11
≡ RJF - Raymond James Financial Inc. Reduce 1.85% 58,139 0.14