What Glenn Greenberg Bought in Q4 2024
Brave Warrior Advisors · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$4.02B
Total Value
30
Holdings
2
New Buys
11
Reduced
In Q4 2024, Glenn Greenberg reported 30 long equity positions worth $4.02B in their Brave Warrior Advisors 13F filing, including 2 new positions (largest: ICON PLC at $629K) and 5 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ELV | ELEVANCE HEALTH INC | 1629977 | $601.3M | 14.96% | -0.7% |
| 2 | SNX | TD SYNNEX CORPORATION | 4147172 | $486.4M | 12.10% | +12.2% |
| 3 | DFSEUR | DISCOVER FINL SVCS | 2523965 | $437.2M | 10.88% | -26.9% |
| 4 | OMF | ONEMAIN HLDGS INC | 7437670 | $387.7M | 9.65% | +0.5% |
| 5 | FNF | FIDELITY NATIONAL FINANCIAL | 5973131 | $335.3M | 8.34% | -0.6% |
| 6 | AN | AUTONATION INC | 1461213 | $248.2M | 6.17% | 50.3% |
| 7 | RYAOF | RYANAIR HOLDINGS PLC | 5604258 | $244.3M | 6.08% | +9.8% |
| 8 | LEN | LENNAR CORP | 1774390 | $242.0M | 6.02% | -0.4% |
| 9 | PRI | PRIMERICA INC | 853864 | $231.8M | 5.77% | +-41.5% |
| 10 | FG | F&G ANNUITIES & LIFE INC | 5400441 | $223.8M | 5.57% | -1.0% |
| 11 | LAD | LITHIA MTRS INC | 612566 | $218.9M | 5.45% | -28.3% |
| 12 | MPLXP | MPLX LP | 4418154 | $211.5M | 5.26% | -0.3% |
| 13 | DHI | D R HORTON INC | 781527 | $109.3M | 2.72% | -2.7% |
| 14 | AM | ANTERO MIDSTREAM CORP | 1932840 | $29.2M | 0.73% | +1.8% |
| 15 | GOOGL | ALPHABET INC | 21858 | $4.1M | 0.10% | — |
| 16 | JPM | JPMORGAN CHASE & CO. | 5643 | $1.4M | 0.03% | — |
| 17 | CMCSA | Comcast Corporation | 31094 | $1.2M | 0.03% | — |
| 18 | HCA | HCA HEALTHCARE INC | 3373 | $1.0M | 0.03% | — |
| 19 | GOOG | ALPHABET INC | 3790 | $722K | 0.02% | — |
| 20 | BAC | BANK AMERICA CORP | 14532 | $639K | 0.02% | -35.5% |
| 21 | ICLR | ICON PLC | 3000 | $629K | 0.02% | NEW |
| 22 | MSFT | MICROSOFT CORP | 1275 | $537K | 0.01% | 142.9% |
| 23 | PGR | PROGRESSIVE CORP | 1746 | $418K | 0.01% | — |
| 24 | ALLY | ALLY FINL INC | 10000 | $360K | 0.01% | — |
| 25 | MAR | MARRIOTT INTL INC NEW | 1194 | $333K | 0.01% | — |
| 26 | AMZN | AMAZON COM INC | 1400 | $307K | 0.01% | — |
| 27 | COF | Capital One Financial | 1500 | $267K | 0.01% | NEW |
| 28 | UNH | UNITEDHEALTH GROUP INC | 499 | $252K | 0.01% | — |
| 29 | MCO | MOODYS CORP | 471 | $223K | 0.01% | — |
| 30 | MA | MASTERCARD INCORPORATED | 422 | $222K | 0.01% | — |