Glenn Greenberg Portfolio Holdings by Sector

Brave Warrior Advisors, LLC

$3.8 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Credit Services \| Financial Services DFS OMF ALLY COF MA 5 stocks	$825,800 21.75% of portfolio	2	1	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV UNH 2 stocks	$602,414 15.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology SNX 1 stocks	$486,380 12.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical AN LAD 2 stocks	$467,121 12.3% of portfolio	1	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN DHI 2 stocks	$351,246 9.25% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF 1 stocks	$335,331 8.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Airlines \| Industrials RYAAY 1 stocks	$244,289 6.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy MPLX AM 2 stocks	$240,618 6.34% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRI 1 stocks	$231,755 6.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$4,858 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$1,990 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA 1 stocks	$1,166 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$1,012 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ICLR 1 stocks	$629 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$537 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$418 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$333 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$307 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$222 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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