Glenn Greenberg Portfolio Holdings by Sector
Brave Warrior Advisors, LLC
- $3.97 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Credit Services | Financial Services
OMF COF SLM MA V 5 stocks |
$1.18 Million
29.83% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
SNX 1 stocks |
$511,392
12.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV UNH 2 stocks |
$432,077
10.88% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN DHI 2 stocks |
$387,665
9.76% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
RYAAY 1 stocks |
$310,212
7.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
MPLX AM 2 stocks |
$256,168
6.45% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
AN 1 stocks |
$241,262
6.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRI 1 stocks |
$225,501
5.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
BLDR 1 stocks |
$213,223
5.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FNF 1 stocks |
$195,490
4.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$4,773
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$2,890
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$1,502
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$1,109
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
ICLR 1 stocks |
$727
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$678
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$465
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO SPGI 2 stocks |
$447
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$326
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$307
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$261
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TXN 1 stocks |
$196
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|