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%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q4 (21 results)
SPGI
S&P GLOBAL INC
buy
+401
+0.00%
$522.59
19.84% $418.91
0.00%
AMAT
APPLIED MATERIALS INC
buy
+961
+0.01%
$256.99
120.73% $567.25
0.01%
MRP
MILLROSE PROPERTIES
+59.99%
+3,224,632
+2.26%
$29.87
2.48% $29.13
6.02%
BLDR
BUILDERS FIRSTSOURCE INC
+31.78%
+573,764
+1.38%
$102.89
24.41% $77.77
5.73%
AN
AUTONATION INC
+27.90%
+338,698
+1.64%
$206.48
7.24% $191.53
7.51%
LEN
LENNAR CORP-A
+20.24%
+405,908
+0.98%
$102.80
12.16% $90.30
5.81%
SLM
SLM CORP
+10.06%
+1,172,547
+0.74%
$27.06
17.29% $22.38
8.13%
COF
CAPITAL ONE FINANCIAL CORP
+4.57%
+44,132
+0.25%
$242.36
23.78% $184.73
5.73%
PRI
PRIMERICA INC
+3.60%
+27,136
+0.16%
$258.36
9.15% $282.01
4.72%
FG
F&G ANNUITIES & LIFE INC
+3.03%
+158,052
+0.11%
$30.85
6.29% $28.91
3.89%
FNF
FIDELITY NATIONAL FINANCIAL
+0.85%
+29,775
+0.04%
$54.59
12.22% $47.92
4.50%
MPLX
MPLX LP
+0.15%
+6,641
+0.01%
$53.37
-
5.59%
OMF
ONEMAIN HOLDINGS INC
-0.71%
-54,977
-0.09%
$67.55
16.05% $56.71
12.25%
AM
ANTERO MIDSTREAM CORP
-0.93%
-17,358
-0.01%
$17.79
21.81% $21.67
0.77%
DHI
DR HORTON INC
-0.97%
-6,859
-0.02%
$144.03
6.98% $154.09
2.37%
SNX
SYNNEX CORP
-3.42%
-112,054
-0.39%
$150.23
86.76% $280.57
11.13%
GOOGL
ALPHABET INC-CL A
-7.32%
-1,600
-0.01%
$313.00
14.91% $359.68
0.15%
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
-25.16%
-1,027,548
-1.74%
$72.19
-
5.17%
ANTM
ANTHEM INC
-31.74%
-582,199
-4.78%
$350.55
-
10.28%
ICLR
ICON PLC
-100.00%
-3,000
-0.01%
$175.00
16.47% $146.18
0.00%
KNTK
KINETIK HOLDINGS INC
-100.00%
-1,608,928
-1.61%
$42.74
11.00% $47.44
0.00%
2025 Q3 (21 results)
KNTK
KINETIK HOLDINGS INC
buy
+1,608,928
+1.60%
$42.74
11.00% $47.44
0.00%
ANTM
ANTHEM INC
+65.28%
+724,349
+5.43%
$323.12
-
13.76%
SLM
SLM CORP
+10.61%
+1,118,513
+0.72%
$27.68
19.15% $22.38
7.49%
MPLX
MPLX LP
+4.50%
+192,441
+0.22%
$49.95
-
5.18%
FNF
FIDELITY NATIONAL FINANCIAL
+0.06%
+2,156
+0.00%
$60.49
20.78% $47.92
4.90%
AN
AUTONATION INC
-0.04%
-467
-0.00%
$218.77
12.45% $191.53
6.17%
FG
F&G ANNUITIES & LIFE INC
-0.07%
-3,788
-0.00%
$31.27
7.55% $28.91
3.79%
OMF
ONEMAIN HOLDINGS INC
-0.96%
-75,815
-0.10%
$56.46
0.44% $56.71
10.22%
BLDR
BUILDERS FIRSTSOURCE INC
-1.20%
-21,880
-0.06%
$121.25
35.86% $77.77
5.08%
AM
ANTERO MIDSTREAM CORP
-1.71%
-32,446
-0.01%
$19.44
11.47% $21.67
0.84%
LEN
LENNAR CORP-A
-7.03%
-151,621
-0.44%
$126.04
28.36% $90.30
5.87%
PRI
PRIMERICA INC
-8.62%
-71,003
-0.46%
$277.59
1.59% $282.01
4.85%
SNX
SYNNEX CORP
-13.09%
-493,258
-1.87%
$163.75
71.34% $280.57
12.45%
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
-24.07%
-1,294,843
-1.81%
$60.22
-
5.71%
MRP
MILLROSE PROPERTIES
-31.62%
-2,486,098
-1.94%
$33.61
13.33% $29.13
4.19%
DHI
DR HORTON INC
-38.71%
-447,591
-1.76%
$169.47
9.08% $154.09
2.79%
ICLR
ICON PLC
-40.00%
-2,000
-0.01%
$175.00
16.47% $146.18
0.00%
COF
CAPITAL ONE FINANCIAL CORP
-47.37%
-868,261
-4.28%
$212.58
13.10% $184.73
4.76%
SPGI
S&P GLOBAL INC
-100.00%
-401
-0.00%
$527.29
20.55% $418.91
0.00%
TXN
TEXAS INSTRUMENTS INC
-100.00%
-1,010
-0.00%
$207.62
45.03% $301.12
0.00%
UNH
UNITEDHEALTH GROUP INC
-100.00%
-1,499
-0.01%
$311.97
30.95% $408.52
0.00%
42 of 943

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.