Glenn Greenberg Holdings Activity

Brave Warrior Advisors Portfolio 13F

Brave Warrior Advisors has disclosed a total of 30 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 5, bought 6 totally new, decreased the number of shares of 16 and completely sold out 3 position(s).

What stocks is Glenn Greenberg buying now?

In the recent quarter Glenn Greenberg has bought 11 securities out of which top 5 purchases (by % change to portfolio) are (ICLR) ICON PLC (new buy), (PRI) PRIMERICA INC (added shares +12.72%), (SLM) SLM CORP (added shares +5.86%), (SUNB) SUNBELT RENTALS HOLDINGS INC (new buy) and (MSFT) MICROSOFT CORP (added shares +285.71%).

What does Glenn Greenberg invest in?

Glenn Greenberg's top 5 holdings (by % of portfolio) are (SNX) SYNNEX CORP (12.75%), (OMF) ONEMAIN HOLDINGS INC (10.2%), (ICLR) ICON PLC (8.21%), (ANTM) ANTHEM INC (8.13%) and (AN) AUTONATION INC (7.48%).

In the latest report(s) the following changes have been made to the top investments: (SNX) SYNNEX CORP (reduced shares -3.46%), (OMF) ONEMAIN HOLDINGS INC (reduced shares -0.46%), (ICLR) ICON PLC (new buy), (ANTM) ANTHEM INC (reduced shares -10.34%) and (AN) AUTONATION INC (reduced shares -0.32%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q4 (21 results)
SPGI
S&P GLOBAL INC
buy
+401
+0.00%
$522.59
18.78% $424.44
0.00%
AMAT
APPLIED MATERIALS INC
buy
+961
+0.01%
$256.99
76.28% $453.01
0.01%
MRP
MILLROSE PROPERTIES
+59.99%
+3,224,632
+2.26%
$29.87
3.15% $28.93
6.02%
BLDR
BUILDERS FIRSTSOURCE INC
+31.78%
+573,764
+1.38%
$102.89
28.43% $73.64
5.73%
AN
AUTONATION INC
+27.90%
+338,698
+1.64%
$206.48
9.09% $187.72
7.51%
LEN
LENNAR CORP-A
+20.24%
+405,908
+0.98%
$102.80
11.97% $90.49
5.81%
SLM
SLM CORP
+10.06%
+1,172,547
+0.74%
$27.06
17.26% $22.39
8.13%
COF
CAPITAL ONE FINANCIAL CORP
+4.57%
+44,132
+0.25%
$242.36
25.45% $180.67
5.73%
PRI
PRIMERICA INC
+3.60%
+27,136
+0.16%
$258.36
2.90% $265.84
4.72%
FG
F&G ANNUITIES & LIFE INC
+3.03%
+158,052
+0.11%
$30.85
9.85% $27.81
3.89%
FNF
FIDELITY NATIONAL FINANCIAL
+0.85%
+29,775
+0.04%
$54.59
13.17% $47.40
4.50%
MPLX
MPLX LP
+0.15%
+6,641
+0.01%
$53.37
-
5.59%
OMF
ONEMAIN HOLDINGS INC
-0.71%
-54,977
-0.09%
$67.55
18.05% $55.36
12.25%
AM
ANTERO MIDSTREAM CORP
-0.93%
-17,358
-0.01%
$17.79
20.97% $21.52
0.77%
DHI
DR HORTON INC
-0.97%
-6,859
-0.02%
$144.03
1.09% $145.60
2.37%
SNX
SYNNEX CORP
-3.42%
-112,054
-0.39%
$150.23
78.93% $268.80
11.13%
GOOGL
ALPHABET INC-CL A
-7.32%
-1,600
-0.01%
$313.00
17.74% $368.53
0.15%
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
-25.16%
-1,027,548
-1.74%
$72.19
-
5.17%
ANTM
ANTHEM INC
-31.74%
-582,199
-4.78%
$350.55
-
10.28%
KNTK
KINETIK HOLDINGS INC
-100.00%
-1,608,928
-1.61%
$42.74
5.73% $45.19
0.00%
ICLR
ICON PLC
-100.00%
-3,000
-0.01%
$175.00
14.60% $149.45
0.00%
2025 Q3 (21 results)
KNTK
KINETIK HOLDINGS INC
buy
+1,608,928
+1.60%
$42.74
5.73% $45.19
0.00%
ANTM
ANTHEM INC
+65.28%
+724,349
+5.43%
$323.12
-
13.76%
SLM
SLM CORP
+10.61%
+1,118,513
+0.72%
$27.68
19.11% $22.39
7.49%
MPLX
MPLX LP
+4.50%
+192,441
+0.22%
$49.95
-
5.18%
FNF
FIDELITY NATIONAL FINANCIAL
+0.06%
+2,156
+0.00%
$60.49
21.64% $47.40
4.90%
AN
AUTONATION INC
-0.04%
-467
-0.00%
$218.77
14.19% $187.72
6.17%
FG
F&G ANNUITIES & LIFE INC
-0.07%
-3,788
-0.00%
$31.27
11.06% $27.81
3.79%
OMF
ONEMAIN HOLDINGS INC
-0.96%
-75,815
-0.10%
$56.46
1.95% $55.36
10.22%
BLDR
BUILDERS FIRSTSOURCE INC
-1.20%
-21,880
-0.06%
$121.25
39.27% $73.64
5.08%
AM
ANTERO MIDSTREAM CORP
-1.71%
-32,446
-0.01%
$19.44
10.70% $21.52
0.84%
LEN
LENNAR CORP-A
-7.03%
-151,621
-0.44%
$126.04
28.21% $90.49
5.87%
PRI
PRIMERICA INC
-8.62%
-71,003
-0.46%
$277.59
4.23% $265.84
4.85%
SNX
SYNNEX CORP
-13.09%
-493,258
-1.87%
$163.75
64.15% $268.80
12.45%
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
-24.07%
-1,294,843
-1.81%
$60.22
-
5.71%
MRP
MILLROSE PROPERTIES
-31.62%
-2,486,098
-1.94%
$33.61
13.92% $28.93
4.19%
DHI
DR HORTON INC
-38.71%
-447,591
-1.76%
$169.47
14.09% $145.60
2.79%
ICLR
ICON PLC
-40.00%
-2,000
-0.01%
$175.00
14.60% $149.45
0.00%
COF
CAPITAL ONE FINANCIAL CORP
-47.37%
-868,261
-4.28%
$212.58
15.01% $180.67
4.76%
SPGI
S&P GLOBAL INC
-100.00%
-401
-0.00%
$527.29
19.51% $424.44
0.00%
TXN
TEXAS INSTRUMENTS INC
-100.00%
-1,010
-0.00%
$207.62
37.30% $285.06
0.00%
UNH
UNITEDHEALTH GROUP INC
-100.00%
-1,499
-0.01%
$311.97
28.05% $399.47
0.00%
42 of 943

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.