Glenn Greenberg Portfolio Holdings by Sector
Brave Warrior Advisors, LLC
- $3.96 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Credit Services | Financial Services
OMF SLM COF MA V 5 stocks |
$968,328
24.43% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV 1 stocks |
$592,602
14.95% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
SNX 1 stocks |
$536,329
13.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN DHI 2 stocks |
$372,873
9.41% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
MPLX KNTK AM 3 stocks |
$328,177
8.28% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
AN 1 stocks |
$265,596
6.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
RYAAY 1 stocks |
$245,953
6.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
BLDR 1 stocks |
$218,902
5.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FNF 1 stocks |
$211,068
5.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRI 1 stocks |
$209,022
5.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$6,484
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$3,147
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$1,671
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$976
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$724
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
ICLR 1 stocks |
$525
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$431
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$310
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 |
$271
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$224
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|