Glenn Greenberg - Brave Warrior Advisors

History Stock Activity ▼ Share change % change to portfolio
Q1  2021
≡ AON - Aon Plc Add 2.10% 31,515 0.24
≡ VVV - Valvoline Inc. Buy 7,647,450 6.51
≡ AR - Antero Resources Buy 1,500,000 0.50
Q4  2020
≡ CACC - Credit Acceptance Corp. Add 221.14% 313,568 3.99
≡ AON - Aon Plc Add 13.15% 174,099 1.35
≡ MCO - Moody's Corp. Add 4.79% 150 0.00
≡ UNH - United Health Group Inc. Add 2.01% 3,213 0.04
≡ ELV - Elevance Health Inc. Add 0.94% 7,208 0.09
Q3  2020
≡ DLTR - Dollar Tree Inc. Add 8809.90% 991,026 4.04
≡ SCHW - Charles Schwab Corp. Add 78.07% 1,122,638 1.82
≡ AM - Antero Midstream Corp. Add 19.54% 1,383,731 0.33
≡ JPM - JPMorgan Chase & Co. Add 12.76% 254,017 1.09
≡ PRI - Primerica Inc. Add 7.43% 115,754 0.58
≡ AON - Aon Plc Buy 1,323,535 12.19
≡ CACC - Credit Acceptance Corp. Buy 141,794 2.14
≡ CDK-OLD - CDK Global Inc. Buy 7,847 0.02
≡ AMZN - Amazon.com Inc. Buy 1,380 0.01
Q2  2020
≡ AM - Antero Midstream Corp. Add 139.10% 4,119,589 1.05
≡ HCA - HCA Healthcare Inc. Add 20.47% 282,852 1.36
≡ BRK.B - Berkshire Hathaway CL B Add 18.31% 319,463 2.84
≡ META - Meta Platforms Inc. Add 6.42% 21,237 0.24
≡ PRI - Primerica Inc. Add 6.10% 89,581 0.52
≡ JPM - JPMorgan Chase & Co. Add 4.29% 81,880 0.38
≡ PGR - Progressive Corp. Add 2.98% 51,276 0.20
≡ RYAAY - Ryanair Holdings PLC Buy 248,506 0.82
Q1  2020
≡ PRI - Primerica Inc. Add 105.51% 753,467 3.84
≡ AM - Antero Midstream Corp. Add 72.86% 1,248,247 0.15
≡ UNH - United Health Group Inc. Add 65.38% 104,011 1.49
≡ DLTR - Dollar Tree Inc. Add 44.24% 3,450 0.02
≡ DHI - D.R. Horton Add 42.97% 491,536 0.96
≡ ELV - Elevance Health Inc. Add 39.48% 247,815 3.24
≡ AR - Antero Resources Add 19.70% 1,402,121 0.06
≡ BRK.B - Berkshire Hathaway CL B Add 18.39% 271,028 2.85
≡ JPM - JPMorgan Chase & Co. Add 3.76% 69,237 0.36
≡ SCHW - Charles Schwab Corp. Add 1.25% 23,292 0.05
≡ HCA - HCA Healthcare Inc. Buy 1,381,943 7.15
≡ META - Meta Platforms Inc. Buy 330,862 3.18
≡ MAR - Marriott Int'l. Buy 2,897 0.01
Q4  2019
≡ AM - Antero Midstream Corp. Add 267.30% 1,246,855 0.50
≡ PGR - Progressive Corp. Buy 1,724,376 6.60
≡ UNH - United Health Group Inc. Buy 159,089 2.47
≡ DLTR - Dollar Tree Inc. Buy 7,799 0.04
Q3  2019
≡ BRK.B - Berkshire Hathaway CL B Add 19.41% 244,438 2.71
≡ PRI - Primerica Inc. Add 15.81% 119,917 0.81
≡ RJF - Raymond James Financial Inc. Add 5.86% 213,733 0.63
≡ BAC - Bank of America Corp. Add 0.10% 14 0.00
≡ ELV - Elevance Health Inc. Buy 638,397 8.18
Q2  2019
≡ AM - Antero Midstream Corp. Add 6.64% 41,550 0.03
≡ LEN.B - Lennar Corp. CL B Add 2.25% 416 0.00
≡ BRK.B - Berkshire Hathaway CL B Buy 1,259,424 14.28
Q1  2019
≡ AM - Antero Midstream Corp. Add 595.79% 536,209 0.37
≡ LEN.B - Lennar Corp. CL B Add 42.34% 5,504 0.01
≡ C - Citigroup Inc. Add 18.93% 225,467 0.71
≡ DHI - D.R. Horton Add 12.29% 140,439 0.29
≡ RJF - Raymond James Financial Inc. Add 8.33% 283,545 0.76
≡ AR - Antero Resources Add 7.51% 834,480 0.37
≡ JPM - JPMorgan Chase & Co. Add 6.91% 133,761 0.68
≡ LEN - Lennar Corp. Add 6.24% 213,785 0.53
≡ GOOGL - Alphabet Inc. Add 3.01% 183,840 0.54
≡ MCO - Moody's Corp. Add 0.23% 16 0.00
Q4  2018
≡ LEN - Lennar Corp. Add 54.53% 1,208,074 2.41
≡ DHI - D.R. Horton Add 43.45% 346,061 0.61
≡ MCO - Moody's Corp. Add 35.31% 1,790 0.01
≡ RJF - Raymond James Financial Inc. Add 9.44% 293,631 0.74
≡ JPM - JPMorgan Chase & Co. Add 8.10% 145,031 0.72
≡ GOOG - Alphabet Inc. CL C Add 6.63% 1,400 0.00
≡ SCHW - Charles Schwab Corp. Add 2.54% 148,449 0.31
≡ GOOGL - Alphabet Inc. Add 1.29% 77,680 0.21
≡ BFH - Bread Financial Holdings Inc. Add 0.58% 10,130 0.08
≡ META - Meta Platforms Inc. Buy 842,237 5.62
≡ RRC - Range Resources Corp. Buy 171,549 0.08
≡ FTDR - frontdoor Inc. Buy 41,368 0.06
≡ AM - Antero Midstream Corp. Buy 90,000 0.05
≡ LEN.B - Lennar Corp. CL B Buy 13,000 0.02
Q3  2018
≡ AR - Antero Resources Add 2.08% 226,539 0.17
≡ JPM - JPMorgan Chase & Co. Add 0.18% 3,272 0.02
≡ BFH - Bread Financial Holdings Inc. Add 0.09% 1,623 0.02
≡ SCHW - Charles Schwab Corp. Add 0.01% 711 0.00
≡ RJF - Raymond James Financial Inc. Buy 3,111,733 8.13
≡ LEN - Lennar Corp. Buy 2,215,308 4.41
≡ C - Citigroup Inc. Buy 1,387,683 4.24
≡ DHI - D.R. Horton Buy 796,400 1.43
≡ GOOG - Alphabet Inc. CL C Buy 21,120 0.05
≡ MCO - Moody's Corp. Buy 5,069 0.04
Q2  2018
≡ LBTYK - Liberty Global Ltd CL C Add 35.93% 2,306,696 2.51
≡ JPM - JPMorgan Chase & Co. Add 19.90% 296,464 1.26
≡ GOOGL - Alphabet Inc. Add 14.12% 760,680 1.76
≡ PRI - Primerica Inc. Add 12.78% 178,760 0.73
≡ BFH - Bread Financial Holdings Inc. Add 0.40% 6,950 0.07
≡ ESRX - Express Scripts Buy 1,249,627 3.95
Q1  2018
≡ GOOGL - Alphabet Inc. Add 11.64% 561,580 1.28
≡ BFH - Bread Financial Holdings Inc. Add 4.06% 67,226 0.63
≡ PRI - Primerica Inc. Add 0.11% 1,601 0.01
≡ NLSN-OLD - Nielsen Holdings plc Buy 7,442,501 10.40
Q4  2017
≡ BFH - Bread Financial Holdings Inc. Add 19.28% 267,732 2.89
≡ LBTYK - Liberty Global Ltd CL C Add 0.27% 18,732 0.03
≡ GOOGL - Alphabet Inc. Buy 4,826,180 10.84
≡ ESRX - Express Scripts Buy 7,080 0.02
Q3  2017
≡ BFH - Bread Financial Holdings Inc. Add 47.97% 450,294 4.83
≡ JPM - JPMorgan Chase & Co. Add 20.64% 346,151 1.60