Glenn Greenberg Holdings Activity

Brave Warrior Advisors Portfolio 13F

Brave Warrior Advisors has disclosed a total of 30 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 5, bought 6 totally new, decreased the number of shares of 16 and completely sold out 3 position(s).

What stocks is Glenn Greenberg buying now?

In the recent quarter Glenn Greenberg has bought 11 securities out of which top 5 purchases (by % change to portfolio) are (ICLR) ICON PLC (new buy), (PRI) PRIMERICA INC (added shares +12.72%), (SLM) SLM CORP (added shares +5.86%), (SUNB) SUNBELT RENTALS HOLDINGS INC (new buy) and (MSFT) MICROSOFT CORP (added shares +285.71%).

What does Glenn Greenberg invest in?

Glenn Greenberg's top 5 holdings (by % of portfolio) are (SNX) SYNNEX CORP (12.75%), (OMF) ONEMAIN HOLDINGS INC (10.2%), (ICLR) ICON PLC (8.21%), (ANTM) ANTHEM INC (8.13%) and (AN) AUTONATION INC (7.48%).

In the latest report(s) the following changes have been made to the top investments: (SNX) SYNNEX CORP (reduced shares -3.46%), (OMF) ONEMAIN HOLDINGS INC (reduced shares -0.46%), (ICLR) ICON PLC (new buy), (ANTM) ANTHEM INC (reduced shares -10.34%) and (AN) AUTONATION INC (reduced shares -0.32%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2022 Q1 (21 results)

DHI

DR HORTON INC

buy

+1,532,698

+3.37%

$74.51

93.64% $144.28

3.37%

URI

UNITED RENTALS INC

buy

+246,418

+2.58%

$355.21

205.19% $1,084.05

2.58%

LEN

LENNAR CORP-A

buy

+715,804

+1.71%

$81.17

11.79% $90.74

1.71%

LAD

LITHIA MOTORS INC

buy

+885,107

+7.84%

$300.12

2.72% $291.95

7.84%

APO

APOLLO GLOBAL MANAGEMENT INC

buy

+5,852,507

+10.70%

$61.99

10.70%

PRI

PRIMERICA INC

+9.25%

+178,478

+0.72%

$136.82

92.23% $263.01

8.51%

JPM

JPMORGAN CHASE & CO

+6.62%

+98,961

+0.40%

$136.32

128.22% $311.11

6.41%

VVV

VALVOLINE INC

+6.48%

+485,509

+0.45%

$31.56

14.64% $36.18

7.43%

FNF

FIDELITY NATIONAL FINANCIAL

+5.87%

+507,216

+0.73%

$48.84

3.67% $47.05

13.18%

HCA

HCA HEALTHCARE INC

+2.37%

+14,441

+0.11%

$250.62

44.17% $361.32

4.60%

RJF

RAYMOND JAMES FINANCIAL INC

+0.96%

+21,432

+0.07%

$109.91

36.67% $150.21

7.31%

ANTM

ANTHEM INC

-0.92%

-12,536

-0.18%

$491.22

19.61%

ANTERO MIDSTREAM CORP

-1.06%

-25,576

-0.01%

$10.87

96.23% $21.33

0.76%

PGR

PROGRESSIVE CORP

-23.55%

-528,182

-1.78%

$113.99

75.68% $200.26

5.76%

GOOGL

ALPHABET INC-CL A

-41.06%

-4,640

-0.02%

$139.04

161.30% $363.31

0.03%

MAR

MARRIOTT INTERNATIONAL -CL A

-63.47%

-2,059

-0.01%

$175.53

123.00% $391.42

0.00%

UNH

UNITEDHEALTH GROUP INC

-98.40%

-218,105

-3.28%

$509.84

20.26% $406.57

0.05%

AON

AON PLC-CLASS A

-100.00%

-2,732

-0.02%

$300.51

8.43% $325.85

0.00%

APO

APOLLO GLOBAL MANAGEMENT INC

-100.00%

-3,346,129

-7.15%

$72.43

76.13% $127.57

0.00%

ATH

ATHENE HOLDING LTD-CLASS A

-100.00%

-546,330

-1.34%

$83.33

0.00%

BRK.B

BERKSHIRE HATHAWAY INC CL-B

-100.00%

-671,870

-5.93%

$299.00

0.00%

2021 Q4 (17 results)

MASTERCARD INC - A

buy

+569

+0.01%

$358.52

35.46% $485.67

0.01%

APO

APOLLO GLOBAL MANAGEMENT INC

+33.47%

+839,093

+1.94%

$72.43

76.13% $127.57

0.00%

ATH

ATHENE HOLDING LTD-CLASS A

+26.96%

+116,008

+0.31%

$83.33

0.00%

PRI

PRIMERICA INC

+1.45%

+27,591

+0.13%

$153.27

71.60% $263.01

9.42%

ANTM

ANTHEM INC

-0.40%

-5,477

-0.08%

$463.54

20.17%

ANTERO MIDSTREAM CORP

-1.22%

-29,675

-0.01%

$9.68

120.35% $21.33

0.74%

RJF

RAYMOND JAMES FINANCIAL INC

-1.59%

-36,002

-0.12%

$100.40

49.61% $150.21

7.14%

VVV

VALVOLINE INC

-1.61%

-122,352

-0.15%

$37.29

2.98% $36.18

8.91%

FNF

FIDELITY NATIONAL FINANCIAL

-1.73%

-152,439

-0.25%

$52.18

9.83% $47.05

14.37%

PGR

PROGRESSIVE CORP

-1.76%

-40,264

-0.13%

$102.65

95.09% $200.26

7.34%

HCA

HCA HEALTHCARE INC

-1.77%

-10,990

-0.09%

$256.92

40.64% $361.32

4.98%

UNH

UNITEDHEALTH GROUP INC

-1.97%

-4,460

-0.07%

$502.14

19.03% $406.57

3.55%

BRK.B

BERKSHIRE HATHAWAY INC CL-B

-1.98%

-13,586

-0.13%

$299.00

0.00%

JPM

JPMORGAN CHASE & CO

-10.59%

-177,133

-0.89%

$158.35

96.47% $311.11

7.54%

AON

AON PLC-CLASS A

-97.62%

-112,133

-1.07%

$300.51

8.43% $325.85

0.00%