What Glenn Greenberg Bought in Q3 2024
Brave Warrior Advisors · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$4.82B
Total Value
32
Holdings
6
New Buys
12
Reduced
In Q3 2024, Glenn Greenberg reported 32 long equity positions worth $4.82B in their Brave Warrior Advisors 13F filing, including 6 new positions (largest: DOLLAR TREE INC at $501K) and 6 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ELV | ELEVANCE HEALTH INC | 1641413 | $853.5M | 17.71% | +0.5% |
| 2 | DFSEUR | DISCOVER FINL SVCS | 3454706 | $484.7M | 10.06% | -0.2% |
| 3 | SNX | TD SYNNEX CORPORATION | 3695615 | $443.8M | 9.21% | +11.2% |
| 4 | PRI | PRIMERICA INC | 1460171 | $387.2M | 8.03% | -22.7% |
| 5 | FNF | FIDELITY NATIONAL FINANCIAL | 6010352 | $373.0M | 7.74% | -18.4% |
| 6 | OMF | ONEMAIN HLDGS INC | 7402222 | $348.4M | 7.23% | +1.8% |
| 7 | LEN | LENNAR CORP | 1780852 | $333.9M | 6.93% | +12.3% |
| 8 | APO | APOLLO GLOBAL MGMT INC | 2277466 | $284.5M | 5.90% | -39.7% |
| 9 | LAD | LITHIA MTRS INC | 854551 | $271.4M | 5.63% | -0.1% |
| 10 | FG | F&G ANNUITIES & LIFE INC | 5456170 | $244.0M | 5.06% | -9.8% |
| 11 | RYAOF | RYANAIR HOLDINGS PLC | 5104019 | $230.6M | 4.78% | +10182.1% |
| 12 | MPLXP | MPLX LP | 4432966 | $197.1M | 4.09% | +4.7% |
| 13 | AN | AUTONATION INC | 972309 | $174.0M | 3.61% | -0.7% |
| 14 | DHI | D R HORTON INC | 803061 | $153.2M | 3.18% | -0.4% |
| 15 | AM | ANTERO MIDSTREAM CORP | 1898932 | $28.6M | 0.59% | -9.2% |
| 16 | GOOGL | ALPHABET INC | 21858 | $3.6M | 0.08% | — |
| 17 | HCA | HCA HEALTHCARE INC | 3373 | $1.4M | 0.03% | -12.9% |
| 18 | CMCSA | Comcast Corporation | 31094 | $1.3M | 0.03% | — |
| 19 | JPM | JPMORGAN CHASE & CO. | 5643 | $1.2M | 0.02% | — |
| 20 | BAC | BANK AMERICA CORP | 22532 | $894K | 0.02% | — |
| 21 | GOOG | ALPHABET INC | 3790 | $634K | 0.01% | — |
| 22 | DLTR | DOLLAR TREE INC | 7126 | $501K | 0.01% | NEW |
| 23 | PGR | PROGRESSIVE CORP | 1746 | $443K | 0.01% | — |
| 24 | ALLY | ALLY FINL INC | 10000 | $356K | 0.01% | NEW |
| 25 | MAR | MARRIOTT INTL INC NEW | 1194 | $297K | 0.01% | — |
| 26 | UNH | UNITEDHEALTH GROUP INC | 499 | $292K | 0.01% | -18.2% |
| 27 | AMZN | AMAZON COM INC | 1400 | $261K | 0.01% | -36.4% |
| 28 | MSFT | MICROSOFT CORP | 525 | $226K | 0.00% | — |
| 29 | MCO | MOODYS CORP | 471 | $224K | 0.00% | NEW |
| 30 | TXN | TEXAS INSTRS INC | 1010 | $209K | 0.00% | NEW |
| 31 | MA | MASTERCARD INCORPORATED | 422 | $208K | 0.00% | NEW |
| 32 | SPGI | S&P GLOBAL INC | 401 | $207K | 0.00% | NEW |