Glenn Greenberg

Brave Warrior Advisors, LLC

Period: Q4, 2024

Filed Date: Feb 14, 2025

Reported Date: Dec 31, 2024

No. of Stocks: 30

Portfolio Value: 4.02B

Stock% of portfoliioActivitySharesValueRecent Price

ELV - Elevance health inc

14.960%Reduced 0.70%1.63M601.30M$368.900

SNX - Td synnex corp

12.101%Add 12.22%4.15M486.38M$117.280

DFS - Discover financial services

10.878%Reduced 26.94%2.52M437.23M$173.230

OMF - Onemain holdings inc

9.646%Add 0.48%7.44M387.73M$52.130

FNF - Fidelity national financial, inc.

8.343%Reduced 0.62%5.97M335.33M$56.140

AN - Autonation inc

6.174%Add 50.28%1.46M248.17M$169.840

RYAAY - Ryanair holdings plc

6.078%Add 9.80%5.60M244.29M$43.590

LEN - Lennar corp

6.020%Reduced 0.36%1.77M241.97M$136.370

PRI - Primerica inc

5.766%Reduced 41.52%853.864K231.76M$271.420

FG - F&g annuities & life inc

5.568%Reduced 1.02%5.40M223.79M$41.440

LAD - Lithia motors inc

5.447%Reduced 28.32%612.566K218.95M$357.430

MPLX - Mplx lp

5.261%Reduced 0.33%4.42M211.45M$47.860

DHI - Dr horton inc

2.719%Reduced 2.68%781.527K109.27M$139.820

AM - Antero midstream corp

0.726%Add 1.79%1.93M29.17M$15.090

GOOGL - Alphabet inc

0.103%21.858K4.14M$189.300

JPM - Jpmorgan chase & co

0.034%56431.35M$239.710

CMCSA - Comcast corp

0.029%31.094K1.17M$37.530

HCA - Hca healthcare inc

0.025%33731.01M$300.150

GOOG - Alphabet inc

0.018%3790721.768K$190.440

BAC - Bank of america corp

0.016%Reduced 35.51%14.532K638.681K$43.950

ICLR - Icon plc

0.016%Buy3000629.13K$209.710

MSFT - Microsoft corp

0.013%Add 142.86%1275537.412K$421.500

PGR - Progressive corp

0.010%1746418.359K$239.610

ALLY - Ally financial inc

0.009%10K360.1K$36.010

MAR - Marriott international inc

0.008%1194333.054K$278.940

AMZN - Amazon.com inc

0.008%1400307.146K$219.390

COF - Capital one financial corp

0.007%Buy1500267.48K$178.320

UNH - Unitedhealth group inc

0.006%499252.424K$505.860

MCO - Moody's corp

0.006%471222.957K$473.369

MA - Mastercard inc

0.006%422222.213K$526.571