What Glenn Greenberg Bought in Q1 2025
Brave Warrior Advisors · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$4.37B
Total Value
35
Holdings
5
New Buys
14
Reduced
In Q1 2025, Glenn Greenberg reported 35 long equity positions worth $4.37B in their Brave Warrior Advisors 13F filing, including 5 new positions (largest: SLM CORP at $277.7M) and 3 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ELV | ELEVANCE HEALTH INC | 1577570 | $686.2M | 15.72% | -3.2% |
| 2 | SNX | TD SYNNEX CORPORATION | 4076466 | $423.8M | 9.71% | -1.7% |
| 3 | OMF | ONEMAIN HLDGS INC | 7343636 | $359.0M | 8.22% | -1.3% |
| 4 | SLM | SLM CORP | 9455374 | $277.7M | 6.36% | NEW |
| 5 | DFSEUR | DISCOVER FINL SVCS | 1608880 | $274.6M | 6.29% | -36.3% |
| 6 | LEN | LENNAR CORP | 2189608 | $251.3M | 5.76% | +23.4% |
| 7 | PRI | PRIMERICA INC | 834654 | $237.5M | 5.44% | -2.2% |
| 8 | MPLXP | MPLX LP | 4364086 | $233.6M | 5.35% | -1.2% |
| 9 | RYAOF | RYANAIR HOLDINGS PLC | 5476889 | $232.1M | 5.31% | -2.3% |
| 10 | FNF | FIDELITY NATIONAL FINANCIAL | 3533961 | $230.0M | 5.27% | -40.8% |
| 11 | MRP | MILLROSE PPTYS INC | 7958813 | $211.0M | 4.83% | NEW |
| 12 | FG | F&G ANNUITIES & LIFE INC | 5289163 | $190.7M | 4.37% | -2.1% |
| 13 | AN | AUTONATION INC | 1130055 | $183.0M | 4.19% | -22.7% |
| 14 | BLDR | BUILDERS FIRSTSOURCE INC | 1241578 | $155.1M | 3.55% | NEW |
| 15 | DHI | D R HORTON INC | 1174997 | $149.4M | 3.42% | 50.3% |
| 16 | COF | Capital One Financial | 631553 | $113.2M | 2.59% | +42003.5% |
| 17 | LAD | LITHIA MTRS INC | 381889 | $112.1M | 2.57% | -37.7% |
| 18 | AM | ANTERO MIDSTREAM CORP | 1918528 | $34.5M | 0.79% | -0.7% |
| 19 | GOOGL | ALPHABET INC | 21858 | $3.4M | 0.08% | — |
| 20 | JPM | JPMORGAN CHASE & CO. | 5643 | $1.4M | 0.03% | — |
| 21 | CMCSA | Comcast Corporation | 31094 | $1.1M | 0.03% | — |
| 22 | ICLR | ICON PLC | 5000 | $875K | 0.02% | +66.7% |
| 23 | HCA | HCA HEALTHCARE INC | 1923 | $664K | 0.02% | -43.0% |
| 24 | BAC | BANK AMERICA CORP | 14532 | $606K | 0.01% | — |
| 25 | GOOG | ALPHABET INC | 3790 | $592K | 0.01% | — |
| 26 | PGR | PROGRESSIVE CORP | 1746 | $494K | 0.01% | — |
| 27 | MSFT | MICROSOFT CORP | 1275 | $479K | 0.01% | — |
| 28 | ALLY | ALLY FINL INC | 10000 | $365K | 0.01% | — |
| 29 | MAR | MARRIOTT INTL INC NEW | 1194 | $284K | 0.01% | — |
| 30 | AMZN | AMAZON COM INC | 1400 | $266K | 0.01% | — |
| 31 | UNH | UNITEDHEALTH GROUP INC | 499 | $261K | 0.01% | — |
| 32 | MA | MASTERCARD INCORPORATED | 422 | $231K | 0.01% | — |
| 33 | MCO | MOODYS CORP | 471 | $219K | 0.01% | — |
| 34 | V | VISA INC | 618 | $217K | 0.00% | NEW |
| 35 | SPGI | S&P GLOBAL INC | 401 | $204K | 0.00% | NEW |