What Glenn Greenberg Bought in Q4 2025
Brave Warrior Advisors · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$4.27B
Total Value
33
Holdings
2
New Buys
8
Reduced
In Q4 2025, Glenn Greenberg reported 33 long equity positions worth $4.27B in their Brave Warrior Advisors 13F filing, including 2 new positions (largest: APPLIED MATLS INC at $247K) and 9 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | OMF | ONEMAIN HLDGS INC | 7739293 | $522.8M | 12.25% | -0.7% |
| 2 | SNX | TD SYNNEX CORPORATION | 3163239 | $475.2M | 11.13% | -3.4% |
| 3 | ELV | ELEVANCE HEALTH INC FORMERLY | 1251803 | $438.8M | 10.28% | -31.7% |
| 4 | SLM | SLM CORP | 12831965 | $347.2M | 8.13% | +10.1% |
| 5 | AN | AUTONATION INC | 1552741 | $320.6M | 7.51% | +27.9% |
| 6 | MRP | MILLROSE PPTYS INC | 8600224 | $256.9M | 6.02% | +60.0% |
| 7 | LEN | LENNAR CORP | 2411414 | $247.9M | 5.81% | +20.2% |
| 8 | BLDR | BUILDERS FIRSTSOURCE INC | 2379145 | $244.8M | 5.73% | +31.8% |
| 9 | COF | Capital One Financial | 1008862 | $244.5M | 5.73% | 4.6% |
| 10 | MPLXP | MPLX LP | 4474115 | $238.8M | 5.59% | +0.1% |
| 11 | RYAOF | RYANAIR HOLDINGS PLC | 3056698 | $220.7M | 5.17% | -25.2% |
| 12 | PRI | PRIMERICA INC | 780125 | $201.6M | 4.72% | +3.6% |
| 13 | FNF | FIDELITY NATIONAL FINANCIAL | 3519089 | $192.1M | 4.50% | +0.9% |
| 14 | FG | F&G ANNUITIES & LIFE INC | 5377029 | $165.9M | 3.89% | +3.0% |
| 15 | DHI | D R HORTON INC | 701822 | $101.1M | 2.37% | -1.0% |
| 16 | AM | ANTERO MIDSTREAM CORP | 1847972 | $32.9M | 0.77% | -0.9% |
| 17 | GOOGL | ALPHABET INC | 20258 | $6.3M | 0.15% | -7.3% |
| 18 | HCA | HCA HEALTHCARE INC | 3923 | $1.8M | 0.04% | — |
| 19 | JPM | JPMORGAN CHASE & CO. | 5643 | $1.8M | 0.04% | — |
| 20 | BAC | BANK AMERICA CORP | 26532 | $1.5M | 0.03% | — |
| 21 | GOOG | ALPHABET INC | 3790 | $1.2M | 0.03% | — |
| 22 | CMCSA | Comcast Corporation | 31094 | $929K | 0.02% | — |
| 23 | USB | US BANCORP DEL | 15000 | $800K | 0.02% | — |
| 24 | PGR | PROGRESSIVE CORP | 1746 | $398K | 0.01% | — |
| 25 | MAR | MARRIOTT INTL INC NEW | 1194 | $370K | 0.01% | — |
| 26 | AMZN | AMAZON COM INC | 1400 | $323K | 0.01% | — |
| 27 | MSFT | MICROSOFT CORP | 525 | $254K | 0.01% | — |
| 28 | AMAT | APPLIED MATLS INC | 961 | $247K | 0.01% | NEW |
| 29 | MA | MASTERCARD INCORPORATED | 422 | $241K | 0.01% | — |
| 30 | MCO | MOODYS CORP | 471 | $241K | 0.01% | — |
| 31 | META | META PLATFORMS INC | 338 | $223K | 0.01% | — |
| 32 | V | VISA INC | 618 | $217K | 0.01% | — |
| 33 | SPGI | S&P GLOBAL INC | 401 | $210K | 0.00% | NEW |