What Glenn Greenberg Bought in Q2 2025
Brave Warrior Advisors · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$4.36B
Total Value
35
Holdings
3
New Buys
14
Reduced
In Q2 2025, Glenn Greenberg reported 35 long equity positions worth $4.36B in their Brave Warrior Advisors 13F filing, including 3 new positions (largest: US BANCORP DEL at $679K) and 6 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | SNX | TD SYNNEX CORPORATION | 3768551 | $511.4M | 11.72% | -7.6% |
| 2 | OMF | ONEMAIN HLDGS INC | 7870085 | $448.6M | 10.28% | +7.2% |
| 3 | ELV | ELEVANCE HEALTH INC | 1109653 | $431.6M | 9.89% | -29.7% |
| 4 | COF | Capital One Financial | 1832991 | $390.0M | 8.94% | 190.2% |
| 5 | SLM | SLM CORP | 10540905 | $345.6M | 7.92% | 11.5% |
| 6 | RYAOF | RYANAIR HOLDINGS PLC | 5379089 | $310.2M | 7.11% | -1.8% |
| 7 | AN | AUTONATION INC | 1214510 | $241.3M | 5.53% | +7.5% |
| 8 | LEN | LENNAR CORP | 2157127 | $238.6M | 5.47% | -1.5% |
| 9 | PRI | PRIMERICA INC | 823992 | $225.5M | 5.17% | -1.3% |
| 10 | MRP | MILLROSE PPTYS INC | 7861690 | $224.1M | 5.14% | -1.2% |
| 11 | MPLXP | MPLX LP | 4275033 | $220.2M | 5.05% | -2.0% |
| 12 | BLDR | BUILDERS FIRSTSOURCE INC | 1827261 | $213.2M | 4.89% | +47.2% |
| 13 | FNF | FIDELITY NATIONAL FINANCIAL | 3487158 | $195.5M | 4.48% | -1.3% |
| 14 | FG | F&G ANNUITIES & LIFE INC | 5222765 | $167.0M | 3.83% | -1.3% |
| 15 | DHI | D R HORTON INC | 1156272 | $149.1M | 3.42% | -1.6% |
| 16 | AM | ANTERO MIDSTREAM CORP | 1897776 | $36.0M | 0.82% | -1.1% |
| 17 | GOOGL | ALPHABET INC | 21858 | $3.9M | 0.09% | — |
| 18 | JPM | JPMORGAN CHASE & CO. | 5643 | $1.6M | 0.04% | — |
| 19 | HCA | HCA HEALTHCARE INC | 3923 | $1.5M | 0.03% | +104.0% |
| 20 | BAC | BANK AMERICA CORP | 26532 | $1.3M | 0.03% | +82.6% |
| 21 | CMCSA | Comcast Corporation | 31094 | $1.1M | 0.03% | — |
| 22 | ICLR | ICON PLC | 5000 | $727K | 0.02% | — |
| 23 | USB | US BANCORP DEL | 15000 | $679K | 0.02% | NEW |
| 24 | GOOG | ALPHABET INC | 3790 | $672K | 0.02% | — |
| 25 | UNH | UNITEDHEALTH GROUP INC | 1499 | $468K | 0.01% | 200.4% |
| 26 | PGR | PROGRESSIVE CORP | 1746 | $466K | 0.01% | — |
| 27 | MAR | MARRIOTT INTL INC NEW | 1194 | $326K | 0.01% | — |
| 28 | AMZN | AMAZON COM INC | 1400 | $307K | 0.01% | — |
| 29 | MSFT | MICROSOFT CORP | 525 | $261K | 0.01% | +-58.8% |
| 30 | META | META PLATFORMS INC | 338 | $249K | 0.01% | NEW |
| 31 | MA | MASTERCARD INCORPORATED | 422 | $237K | 0.01% | — |
| 32 | MCO | MOODYS CORP | 471 | $236K | 0.01% | — |
| 33 | V | VISA INC | 618 | $219K | 0.01% | — |
| 34 | SPGI | S&P GLOBAL INC | 401 | $211K | 0.00% | — |
| 35 | TXN | TEXAS INSTRS INC | 1010 | $210K | 0.00% | NEW |