Glenn Greenberg

Brave Warrior Advisors, LLC

Period:  Q3, 2024
Filed Date:  Nov 14, 2024
Reported Date:  Sep 30, 2024
No. of Stocks:  32
Portfolio Value:  4.82B
Stock% of portfoliioActivitySharesValueRecent Price

ELV - Elevance health inc

17.708%Add 0.51%1.64M853.53M$520.000

DFS - Discover financial services

10.055%Reduced 0.18%3.45M484.66M$140.290

SNX - Td synnex corp

9.207%Add 11.25%3.70M443.77M$120.080

PRI - Primerica inc

8.032%Reduced 22.74%1.46M387.16M$265.150

FNF - Fidelity national financial, inc.

7.739%Reduced 18.42%6.01M373.00M$62.060

OMF - Onemain holdings inc

7.229%Add 1.82%7.40M348.42M$47.070

LEN - Lennar corp

6.927%Add 12.33%1.78M333.87M$187.480

APO - Apollo global management inc

5.902%Reduced 39.74%2.28M284.48M$124.910

LAD - Lithia motors inc

5.632%Reduced 0.07%854.551K271.44M$317.640

FG - F&g annuities & life inc

5.062%Reduced 9.81%5.46M244.00M$44.720

RYAAY - Ryanair holdings plc

4.784%Add 10182.07%5.10M230.60M$45.180

MPLX - Mplx lp

4.089%Add 4.66%4.43M197.09M$44.460

AN - Autonation inc

3.609%Reduced 0.71%972.309K173.97M$178.920

DHI - Dr horton inc

3.178%Reduced 0.36%803.061K153.20M$190.770

AM - Antero midstream corp

0.593%Reduced 9.15%1.90M28.58M$15.050

GOOGL - Alphabet inc

0.075%21.858K3.63M$165.850

HCA - Hca healthcare inc

0.028%Reduced 12.91%33731.37M$406.430

CMCSA - Comcast corp

0.027%31.094K1.30M$41.770

JPM - Jpmorgan chase & co

0.025%56431.19M$210.860

BAC - Bank of america corp

0.019%22.532K894.07K$39.680

GOOG - Alphabet inc

0.013%3790633.65K$167.190

DLTR - Dollar tree, inc.

0.010%Buy7126501.1K$70.320

PGR - Progressive corp

0.009%1746443.065K$253.760

ALLY - Ally financial inc

0.007%Buy10K355.9K$35.590

MAR - Marriott international inc

0.006%1194296.828K$248.600

UNH - Unitedhealth group inc

0.006%Reduced 18.20%499291.755K$584.679

AMZN - Amazon.com inc

0.005%Reduced 36.36%1400260.862K$186.330

MSFT - Microsoft corp

0.005%525225.907K$430.299

MCO - Moody's corp

0.005%Buy471223.532K$474.590

TXN - Texas instruments inc

0.004%Buy1010208.636K$206.570

MA - Mastercard inc

0.004%Buy422208.384K$493.801

SPGI - S&p global inc

0.004%Buy401207.165K$516.621