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
StockActivityShare Change% Change to protfolio
Q3 2024

AMZN - Amazon.com inc

Reduced 36.36%140036.364

AM - Antero midstream corp

Reduced 9.15%18989329.155

APO - Apollo global management inc

Reduced 39.74%227746639.745

AN - Autonation inc

Reduced 0.71%9723090.707

DHI - Dr horton inc

Reduced 0.36%8030610.355

DFS - Discover financial services

Reduced 0.18%34547060.181

ELV - Elevance health inc

Add 0.51%1641413-0.651

FG - F&g annuities & life inc

Reduced 9.81%54561709.806

FNF - Fidelity national financial, inc.

Reduced 18.42%601035218.421

HCA - Hca healthcare inc

Reduced 12.91%337312.910

LEN - Lennar corp

Add 12.33%17808521.998

LAD - Lithia motors inc

Reduced 0.07%8545510.073

MPLX - Mplx lp

Add 4.66%44329660.346

OMF - Onemain holdings inc

Add 1.82%7402222-0.085

PRI - Primerica inc

Reduced 22.74%146017122.743

RYAAY - Ryanair holdings plc

Add 10182.07%51040194.664

SNX - Td synnex corp

Add 11.25%36956151.253

UNH - Unitedhealth group inc

Reduced 18.20%49918.197
Q2 2024

AMZN - Amazon.com inc

Reduced 18.52%220018.519

AM - Antero midstream corp

Reduced 2.74%20902892.738

APO - Apollo global management inc

Reduced 0.65%37797010.649

AN - Autonation inc

Add 4.42%9792350.018

DHI - Dr horton inc

Reduced 0.52%8059230.520

ELV - Elevance health inc

Reduced 0.77%16331270.772

FG - F&g annuities & life inc

Reduced 0.63%60493640.633

FNF - Fidelity national financial, inc.

Reduced 18.83%736753318.831

JPM - Jpmorgan chase & co

Reduced 99.57%564399.565

LEN - Lennar corp

Add 56.27%15853121.399

LAD - Lithia motors inc

Add 11.42%855172-0.333

MPLX - Mplx lp

Add 39.99%42354781.211

OMF - Onemain holdings inc

Add 8.96%72701770.258

PRI - Primerica inc

Reduced 6.21%18900136.205

RYAAY - Ryanair holdings plc

Add 660.65%496400.107

SNX - Td synnex corp

Add 8.53%33220460.823

LPX - Louisiana-pacific corp

Sold 100%2245980.394

MA - Mastercard inc

Sold 100%4220.004

WFC - Wells fargo & co

Sold 100%52500.006
Q1 2024

AM - Antero midstream corp

Reduced 3.42%21491293.421

APO - Apollo global management inc

Reduced 15.52%380438415.520

AN - Autonation inc

Add 665.93%9377632.864

DHI - Dr horton inc

Add 5.57%8101360.349

DFS - Discover financial services

Add 25.71%33100772.886

ELV - Elevance health inc

Reduced 6.31%16458376.308

FG - F&g annuities & life inc

Reduced 2.08%60878832.078

JPM - Jpmorgan chase & co

Reduced 21.59%129862821.588

LEN - Lennar corp

Add 77.48%10144411.868

LAD - Lithia motors inc

Reduced 6.85%7675016.855

LPX - Louisiana-pacific corp

Reduced 2.24%2245982.238

MSFT - Microsoft corp

Reduced 48.78%52548.780

MPLX - Mplx lp

Add 17697.70%30256092.617

OMF - Onemain holdings inc

Add 3.98%66722640.527

PRI - Primerica inc

Reduced 4.67%20150524.668

SNX - Td synnex corp

Buy30610837.243

KEY - Keycorp

Sold 100%100000.003
Q4 2023

GOOG - Alphabet inc

Reduced 45.07%379045.072

GOOGL - Alphabet inc

Add 0.09%218580.005

AM - Antero midstream corp

Reduced 0.35%22252600.354

APO - Apollo global management inc

Reduced 33.68%450332133.680

AN - Autonation inc

Add 2.28%1224350.006

BAC - Bank of america corp

Add 55.05%225320.009

DHI - Dr horton inc

Reduced 36.57%76735836.571

DFS - Discover financial services

Add 10.58%26331672.140

ELV - Elevance health inc

Add 7.93%17566532.855

FG - F&g annuities & life inc

Reduced 7.07%62170947.068

HCA - Hca healthcare inc

Add 182.08%38730.017

JPM - Jpmorgan chase & co

Reduced 0.44%16561580.444

KEY - Keycorp

Buy100000.003

LEN - Lennar corp

Reduced 43.63%57156743.629

LAD - Lithia motors inc

Reduced 6.67%8239826.674

LPX - Louisiana-pacific corp

Reduced 0.58%2297390.576

MSFT - Microsoft corp

Reduced 16.33%102516.327

MPLX - Mplx lp

Add 41.67%170000.005

OMF - Onemain holdings inc

Add 21.10%64168002.464

PRI - Primerica inc

Reduced 0.11%21137260.108

RJF - Raymond james financial inc

Reduced 0.16%21371860.164

UNH - Unitedhealth group inc

Reduced 14.08%61014.085

BC - Brunswick corp

Sold 100%68280.013

ICLR - Icon plc

Sold 100%9500.006

MCO - Moody's corp

Sold 100%31500.025

URI - United rentals inc

Sold 100%4186154.646
Q3 2023

AM - Antero midstream corp

Reduced 0.85%22331550.855

APO - Apollo global management inc

Reduced 13.77%679029613.767

ABG - Asbury automotive group inc

Reduced 0.47%2752660.470

AN - Autonation inc

Reduced 1.21%1197071.214

DHI - Dr horton inc

Reduced 15.03%120978715.027

ELV - Elevance health inc

Add 23.18%16275983.037

FG - F&g annuities & life inc

Reduced 1.53%66899161.534

JPM - Jpmorgan chase & co

Reduced 1.43%16635401.433

LEN - Lennar corp

Add 40.22%10139380.579

LAD - Lithia motors inc

Reduced 23.04%88290823.042

OMF - Onemain holdings inc

Reduced 0.99%52986340.990

PRI - Primerica inc

Reduced 1.31%21160061.306

RJF - Raymond james financial inc

Reduced 1.09%21407071.090

URI - United rentals inc

Reduced 20.09%41861520.085

UNH - Unitedhealth group inc

Reduced 35.80%71035.805

CMA - Comerica inc

Sold 100%75000.008