What Glenn Greenberg Bought in Q2 2024
Brave Warrior Advisors · Quarterly 13F recap as filed with the SEC.
Period: 2024-06-30 · Filed · Historical
$4.51B
Total Value
27
Holdings
1
New Buys
9
Reduced
In Q2 2024, Glenn Greenberg reported 27 long equity positions worth $4.51B in their Brave Warrior Advisors 13F filing, including 1 new positions (largest: APPLIED MATLS INC at $227K) and 8 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ELV | ELEVANCE HEALTH INC | 1633127 | $884.9M | 19.61% | -0.8% |
| 2 | DFSEUR | DISCOVER FINL SVCS | 3460972 | $452.7M | 10.03% | +4.6% |
| 3 | PRI | PRIMERICA INC | 1890013 | $447.1M | 9.91% | -6.2% |
| 4 | APO | APOLLO GLOBAL MGMT INC | 3779701 | $446.3M | 9.89% | -0.6% |
| 5 | SNX | TD SYNNEX CORPORATION | 3322046 | $383.4M | 8.50% | +8.5% |
| 6 | FNF | FIDELITY NATIONAL FINANCIAL | 7367533 | $364.1M | 8.07% | -18.8% |
| 7 | OMF | ONEMAIN HLDGS INC | 7270177 | $352.5M | 7.81% | +9.0% |
| 8 | LEN | LENNAR CORP | 1585312 | $237.6M | 5.27% | +56.3% |
| 9 | FG | F&G ANNUITIES & LIFE INC | 6049364 | $230.2M | 5.10% | -0.6% |
| 10 | LAD | LITHIA MTRS INC | 855172 | $215.9M | 4.78% | +11.4% |
| 11 | MPLXP | MPLX LP | 4235478 | $180.4M | 4.00% | +40.0% |
| 12 | AN | AUTONATION INC | 979235 | $156.1M | 3.46% | +4.4% |
| 13 | DHI | D R HORTON INC | 805923 | $113.6M | 2.52% | -0.5% |
| 14 | AM | ANTERO MIDSTREAM CORP | 2090289 | $30.8M | 0.68% | -2.7% |
| 15 | RYAOF | RYANAIR HOLDINGS PLC | 49640 | $5.8M | 0.13% | 660.6% |
| 16 | GOOGL | ALPHABET INC | 21858 | $4.0M | 0.09% | — |
| 17 | HCA | HCA HEALTHCARE INC | 3873 | $1.2M | 0.03% | — |
| 18 | CMCSA | Comcast Corporation | 31094 | $1.2M | 0.03% | — |
| 19 | JPM | JPMORGAN CHASE & CO. | 5643 | $1.1M | 0.03% | +-99.6% |
| 20 | BAC | BANK AMERICA CORP | 22532 | $896K | 0.02% | — |
| 21 | GOOG | ALPHABET INC | 3790 | $695K | 0.02% | — |
| 22 | AMZN | AMAZON COM INC | 2200 | $425K | 0.01% | -18.5% |
| 23 | PGR | PROGRESSIVE CORP | 1746 | $363K | 0.01% | — |
| 24 | UNH | UNITEDHEALTH GROUP INC | 610 | $311K | 0.01% | — |
| 25 | MAR | MARRIOTT INTL INC NEW | 1194 | $289K | 0.01% | — |
| 26 | MSFT | MICROSOFT CORP | 525 | $235K | 0.01% | — |
| 27 | AMAT | APPLIED MATLS INC | 961 | $227K | 0.01% | NEW |