What Glenn Greenberg Bought in Q1 2024
Brave Warrior Advisors · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$4.78B
Total Value
29
Holdings
0
New Buys
0
Reduced
In Q1 2024, Glenn Greenberg reported 29 long equity positions worth $4.78B in their Brave Warrior Advisors 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ELV | ELEVANCE HEALTH INC | 1645837 | $853.4M | 17.85% | — |
| 2 | PRI | PRIMERICA INC | 2015052 | $509.7M | 10.66% | — |
| 3 | FNF | FIDELITY NATIONAL FINANCIAL | 9076731 | $482.0M | 10.08% | — |
| 4 | DFSEUR | DISCOVER FINL SVCS | 3310077 | $433.9M | 9.08% | — |
| 5 | APO | APOLLO GLOBAL MGMT INC | 3804384 | $427.8M | 8.95% | — |
| 6 | SNX | TD SYNNEX CORPORATION | 3061083 | $346.2M | 7.24% | — |
| 7 | OMF | ONEMAIN HLDGS INC | 6672264 | $340.9M | 7.13% | — |
| 8 | JPM | JPMORGAN CHASE & CO | 1298628 | $260.1M | 5.44% | — |
| 9 | FG | F&G ANNUITIES & LIFE INC | 6087883 | $246.9M | 5.16% | — |
| 10 | LAD | LITHIA MTRS INC | 767501 | $230.9M | 4.83% | — |
| 11 | LEN | LENNAR CORP | 1014441 | $174.5M | 3.65% | — |
| 12 | AN | AUTONATION INC | 937763 | $155.3M | 3.25% | — |
| 13 | DHI | D R HORTON INC | 810136 | $133.3M | 2.79% | — |
| 14 | MPLXP | MPLX LP | 3025609 | $125.7M | 2.63% | — |
| 15 | AM | ANTERO MIDSTREAM CORP | 2149129 | $30.2M | 0.63% | — |
| 16 | LPX | LOUISIANA PAC CORP | 224598 | $18.8M | 0.39% | — |
| 17 | GOOGL | ALPHABET INC | 21858 | $3.3M | 0.07% | — |
| 18 | CMCSA | Comcast Corporation | 31094 | $1.3M | 0.03% | — |
| 19 | HCA | HCA HEALTHCARE INC | 3873 | $1.3M | 0.03% | — |
| 20 | RYAOF | RYANAIR HOLDINGS PLC | 6526 | $950K | 0.02% | — |
| 21 | BAC | BANK AMERICA CORP | 22532 | $854K | 0.02% | — |
| 22 | GOOG | ALPHABET INC | 3790 | $577K | 0.01% | — |
| 23 | AMZN | AMAZON COM INC | 2700 | $487K | 0.01% | — |
| 24 | PGR | PROGRESSIVE CORP | 1746 | $361K | 0.01% | — |
| 25 | WFC | WELLS FARGO CO NEW | 5250 | $304K | 0.01% | — |
| 26 | UNH | UNITEDHEALTH GROUP INC | 610 | $302K | 0.01% | — |
| 27 | MAR | MARRIOTT INTL INC NEW | 1194 | $301K | 0.01% | — |
| 28 | MSFT | MICROSOFT CORP | 525 | $221K | 0.00% | — |
| 29 | MA | MASTERCARD INCORPORATED | 422 | $203K | 0.00% | — |