What Glenn Greenberg Bought in Q3 2025
Brave Warrior Advisors · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$4.31B
Total Value
33
Holdings
1
New Buys
11
Reduced
In Q3 2025, Glenn Greenberg reported 33 long equity positions worth $4.31B in their Brave Warrior Advisors 13F filing, including 1 new positions (largest: KINETIK HOLDINGS INC at $68.8M) and 6 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ELV | ELEVANCE HEALTH INC FORMERLY | 1834002 | $592.6M | 13.76% | +65.3% |
| 2 | SNX | TD SYNNEX CORPORATION | 3275293 | $536.3M | 12.45% | -13.1% |
| 3 | OMF | ONEMAIN HLDGS INC | 7794270 | $440.1M | 10.22% | -1.0% |
| 4 | SLM | SLM CORP | 11659418 | $322.7M | 7.49% | +10.6% |
| 5 | AN | AUTONATION INC | 1214043 | $265.6M | 6.17% | -0.0% |
| 6 | LEN | LENNAR CORP | 2005506 | $252.8M | 5.87% | -7.0% |
| 7 | RYAOF | RYANAIR HOLDINGS PLC | 4084246 | $246.0M | 5.71% | -24.1% |
| 8 | MPLXP | MPLX LP | 4467474 | $223.2M | 5.18% | +4.5% |
| 9 | BLDR | BUILDERS FIRSTSOURCE INC | 1805381 | $218.9M | 5.08% | -1.2% |
| 10 | FNF | FIDELITY NATIONAL FINANCIAL | 3489314 | $211.1M | 4.90% | +0.1% |
| 11 | PRI | PRIMERICA INC | 752989 | $209.0M | 4.85% | -8.6% |
| 12 | COF | Capital One Financial | 964730 | $205.1M | 4.76% | +-47.4% |
| 13 | MRP | MILLROSE PPTYS INC | 5375592 | $180.7M | 4.19% | -31.6% |
| 14 | FG | F&G ANNUITIES & LIFE INC | 5218977 | $163.2M | 3.79% | -0.1% |
| 15 | DHI | D R HORTON INC | 708681 | $120.1M | 2.79% | +-38.7% |
| 16 | KNTK | KINETIK HOLDINGS INC | 1608928 | $68.8M | 1.60% | NEW |
| 17 | AM | ANTERO MIDSTREAM CORP | 1865330 | $36.3M | 0.84% | -1.7% |
| 18 | GOOGL | ALPHABET INC | 21858 | $5.3M | 0.12% | — |
| 19 | JPM | JPMORGAN CHASE & CO. | 5643 | $1.8M | 0.04% | — |
| 20 | HCA | HCA HEALTHCARE INC | 3923 | $1.7M | 0.04% | — |
| 21 | BAC | BANK AMERICA CORP | 26532 | $1.4M | 0.03% | — |
| 22 | CMCSA | Comcast Corporation | 31094 | $977K | 0.02% | — |
| 23 | GOOG | ALPHABET INC | 3790 | $923K | 0.02% | — |
| 24 | USB | US BANCORP DEL | 15000 | $725K | 0.02% | — |
| 25 | ICLR | ICON PLC | 3000 | $525K | 0.01% | -40.0% |
| 26 | PGR | PROGRESSIVE CORP | 1746 | $431K | 0.01% | — |
| 27 | MAR | MARRIOTT INTL INC NEW | 1194 | $311K | 0.01% | — |
| 28 | AMZN | AMAZON COM INC | 1400 | $307K | 0.01% | — |
| 29 | MSFT | MICROSOFT CORP | 525 | $272K | 0.01% | — |
| 30 | META | META PLATFORMS INC | 338 | $248K | 0.01% | — |
| 31 | MA | MASTERCARD INCORPORATED | 422 | $240K | 0.01% | — |
| 32 | MCO | MOODYS CORP | 471 | $224K | 0.01% | — |
| 33 | V | VISA INC | 618 | $211K | 0.00% | — |