
	Glenn Greenberg 13F
	Brave Warrior Advisors, LLC

	Last update 2025-05-15	35 Stocks (5 new)
	Value $4.37 Bil	Turnover 20 %
	Countries: Top Holdings: ELV(15.72%)SNX(9.71%)OMF(8.22%)SLM(6.36%)DFS(6.29%) SEC Filings Portfolio Report

Glenn Greenberg Profile

Glenn Greenberg and partner John Shapiro founded Chieftain Capital Management in 1984. By pursuing a disciplined investment strategy, Chieftain compounded its accounts at 22.5% (before management fees) during the period from 1984 through 2004 versus 12.9% for the S&P 500. Chieftain Capital later divided into two separate entities, with Shapiro leading the new Chieftain Capital Management and Greenberg leading Brave Warrior Advisors.

Glenn Greenberg Investing Philosophy

Greenberg maintains a highly concentrated portfolio that he describes as a "defense against ignorance." He believes that the more companies you own, the less you will know about each, and the less you know about a business, the more likely you are to make mistakes due to fear and greed. Greenberg invests in companies with little competition, and places a great deal of emphasis on return on invested capital.

Glenn Greenberg Portfolio and Latest Trades

Ticker
Ticker
SLM
MRP
DFS Unlock Delisted
BLDR
FNF
COF
LAD
AN
DHI
LEN
ELV
SNX
RYAAY
PRI
OMF
FG
MPLX
AM
HCA
ICLR
SPGI
V
APO
PRI
DFS Unlock Delisted
AN
LAD
SNX
RYAAY
ELV
DHI
FG
FNF
OMF
LEN
ICLR
AM
BAC
COF
MSFT
MPLX
DLTR
TXN
SPGI
RYAAY
APO
PRI
FNF
SNX
LEN
FG
MPLX
OMF
ELV
AM
AN
DFS Unlock Delisted
ALLY
DHI
DLTR
AMAT
AMZN
HCA
LAD
MA
MCO
SPGI
TXN
UNH
JPM
FNF
LEN
MPLX
SNX
PRI
OMF
LAD
DFS Unlock Delisted
LPX
AN
ELV
RYAAY
APO
FG
AM
DHI
WFC
AMAT
AMZN
MA
SNX
RJF
AN
MPLX
DFS Unlock Delisted
LEN
APO
ABG
JPM
ELV

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
SLM	SLM Corp	2025-03-31	New Buy New Buy	+6.36%	● 26.95 ($29.25) 32.54	$33.36	14.05%	New holding	9,455,374	9,455,374
MRP	Millrose Properties Inc	2025-03-31	New Buy New Buy	+4.83%	● 21.22 ($23.41) 26.74	$28.59	22.13%	New holding	7,958,813	7,958,813
DFS Unlock Delisted	Discover Financial Services	2025-03-31	Reduce Reduce	-3.94%	● 152.99 ($182.9) 203.25	$200.05	9.38%	Reduce -36.26%	1,608,880	-915,085
BLDR	Builders FirstSource Inc	2025-03-31	New Buy New Buy	+3.55%	● 122.8 ($145.49) 173.51	$126.91	-12.77%	New holding	1,241,578	1,241,578
FNF	Fidelity National Financial Inc	2025-03-31	Reduce Reduce	-3.41%	● 54.25 ($60.08) 65.27	$57.27	-4.68%	Reduce -40.84%	3,533,961	-2,439,170
COF	Capital One Financial Corp	2025-03-31	Add Add	+2.58%	● 163.87 ($188.9) 209.82	$215.18	13.91%	Add 42003.53%	631,553	630,053
LAD	Lithia Motors Inc	2025-03-31	Reduce Reduce	-2.05%	● 285.59 ($340.53) 385.71	$343.70	0.93%	Reduce -37.66%	381,889	-230,677
AN	AutoNation Inc	2025-03-31	Reduce Reduce	-1.40%	● 156.67 ($178.41) 195.15	$204.00	14.34%	Reduce -22.66%	1,130,055	-331,158
DHI	D.R. Horton Inc	2025-03-31	Add Add	+1.15%	● 125.29 ($134.11) 147.65	$133.90	-0.16%	Add 50.35%	1,174,997	393,470
LEN	Lennar Corp	2025-03-31	Add Add	+1.09%	● 113.93 ($123.84) 137.82	$115.49	-6.74%	Add 23.4%	2,189,608	415,218
ELV	Elevance Health Inc	2025-03-31	Reduce Reduce	-0.48%	● 365.83 ($401.43) 436.25	$395.76	-1.41%	Reduce -3.22%	1,577,570	-52,407
SNX	TD Synnex Corp	2025-03-31	Reduce Reduce	-0.21%	● 103.96 ($133.63) 144.69	$135.82	1.64%	Reduce -1.7%	4,076,466	-70,706
RYAAY	Ryanair Holdings PLC	2025-03-31	Reduce Reduce	-0.14%	● 41.54 ($45.67) 50.08	$57.69	26.32%	Reduce -2.27%	5,476,889	-127,369
PRI	Primerica Inc	2025-03-31	Reduce Reduce	-0.13%	● 271.41 ($284.92) 296.43	$278.07	-2.40%	Reduce -2.25%	834,654	-19,210
OMF	OneMain Holdings Inc	2025-03-31	Reduce Reduce	-0.12%	● 45.35 ($53.03) 58.06	$58.22	9.79%	Reduce -1.26%	7,343,636	-94,034
FG	F&G Annuities & Life Inc	2025-03-31	Reduce Reduce	-0.11%	● 34.7 ($41.99) 47.04	$32.55	-22.48%	Reduce -2.06%	5,289,163	-111,278
MPLX	MPLX LP	2025-03-31	Reduce Reduce	-0.06%	● 47.88 ($52.39) 54.65	$50.79	-3.05%	Reduce -1.22%	4,364,086	-54,068
AM	Antero Midstream Corp	2025-03-31	Reduce Reduce	-0.01%	● 15.47 ($16.56) 18.04	$18.18	9.78%	Reduce -0.74%	1,918,528	-14,312
HCA	HCA Healthcare Inc	2025-03-31	Reduce Reduce	-0.01%	● 296.7 ($321.62) 345.55	$389.53	21.11%	Reduce -42.99%	1,923	-1,450
ICLR	Icon PLC	2025-03-31	Add Add	+0.01%	● 174.99 ($193.87) 222.58	$148.88	-23.21%	Add 66.67%	5,000	2,000
SPGI	S&P Global Inc	2025-03-31	New Buy New Buy	0%	● 478.26 ($510.97) 543.77	$529.32	3.59%	New holding	401	401
V	Visa Inc	2025-03-31	New Buy New Buy	0%	● 306.92 ($338.38) 362.71	$355.47	5.05%	New holding	618	618
APO	Apollo Global Management Inc	2024-12-31	Sold Out Sold Out	-5.90%	● 131.36 ($158.83) 178.61	$141.63	-10.83%	Sold Out	0	-2,277,466
PRI	Primerica Inc	2024-12-31	Reduce Reduce	-3.33%	● 266.16 ($283.78) 304.93	$278.07	-2.01%	Reduce -41.52%	853,864	-606,307
DFS Unlock Delisted	Discover Financial Services	2024-12-31	Reduce Reduce	-2.71%	● 136.37 ($164.56) 182.67	$200.05	21.57%	Reduce -26.94%	2,523,965	-930,741
AN	AutoNation Inc	2024-12-31	Add Add	+2.06%	● 155.47 ($168.75) 182.16	$204.00	20.89%	Add 50.28%	1,461,213	488,904
LAD	Lithia Motors Inc	2024-12-31	Reduce Reduce	-1.59%	● 303.03 ($352.82) 394.27	$343.70	-2.58%	Reduce -28.32%	612,566	-241,985
SNX	TD Synnex Corp	2024-12-31	Add Add	+1.32%	● 114.71 ($119.79) 125.79	$135.82	13.38%	Add 12.22%	4,147,172	451,557
RYAAY	Ryanair Holdings PLC	2024-12-31	Add Add	+0.54%	● 42.1 ($44.64) 47.3	$57.69	29.23%	Add 9.8%	5,604,258	500,239
ELV	Elevance Health Inc	2024-12-31	Reduce Reduce	-0.12%	● 365.96 ($416.99) 509.02	$395.76	-5.09%	Reduce -0.7%	1,629,977	-11,436
DHI	D.R. Horton Inc	2024-12-31	Reduce Reduce	-0.09%	● 137.24 ($166.7) 194.56	$133.90	-19.68%	Reduce -2.68%	781,527	-21,534
FG	F&G Annuities & Life Inc	2024-12-31	Reduce Reduce	-0.05%	● 40.1 ($44.06) 48.76	$32.55	-26.12%	Reduce -1.02%	5,400,441	-55,729
FNF	Fidelity National Financial Inc	2024-12-31	Reduce Reduce	-0.05%	● 55.19 ($60.21) 63.83	$57.27	-4.88%	Reduce -0.62%	5,973,131	-37,221
OMF	OneMain Holdings Inc	2024-12-31	Add Add	+0.05%	● 45.27 ($51.94) 57.43	$58.22	12.09%	Add 0.48%	7,437,670	35,448
LEN	Lennar Corp	2024-12-31	Reduce Reduce	-0.03%	● 126.07 ($155.08) 174.88	$115.49	-25.53%	Reduce -0.36%	1,774,390	-6,462
ICLR	Icon PLC	2024-12-31	New Buy New Buy	+0.02%	● 187.22 ($232.71) 297.72	$148.88	-36.02%	New holding	3,000	3,000
AM	Antero Midstream Corp	2024-12-31	Add Add	+0.01%	● 14.22 ($15.22) 15.97	$18.18	19.45%	Add 1.79%	1,932,840	33,908
BAC	Bank of America Corp	2024-12-31	Reduce Reduce	-0.01%	● 39.23 ($44.07) 47.77	$48.15	9.26%	Reduce -35.51%	14,532	-8,000
COF	Capital One Financial Corp	2024-12-31	New Buy New Buy	+0.01%	● 145.2 ($173.53) 192.01	$215.18	24.00%	New holding	1,500	1,500
MSFT	Microsoft Corp	2024-12-31	Add Add	+0.01%	● 406.35 ($426.03) 454.46	$492.05	15.50%	Add 142.86%	1,275	750
MPLX	MPLX LP	2024-12-31	Reduce Reduce	-0.01%	● 43.77 ($46.56) 51.66	$50.79	9.09%	Reduce -0.33%	4,418,154	-14,812
DLTR	Dollar Tree Inc	2024-12-31	Sold Out Sold Out	-0.01%	● 61.21 ($68.62) 76.19	$101.50	47.92%	Sold Out	0	-7,126
TXN	Texas Instruments Inc	2024-12-31	Sold Out Sold Out	0%	● 184.47 ($199.85) 220.29	$210.45	5.30%	Sold Out	0	-1,010
SPGI	S&P Global Inc	2024-12-31	Sold Out Sold Out	0%	● 480.36 ($507.32) 529	$529.32	4.34%	Sold Out	0	-401
RYAAY	Ryanair Holdings PLC	2024-09-30	Add Add	+4.66%	● 38.01 ($43.45) 48.58	$57.69	32.77%	Add 4012.83%	5,104,019	4,979,919
APO	Apollo Global Management Inc	2024-09-30	Reduce Reduce	-3.93%	● 99.16 ($115.44) 125.81	$141.63	22.69%	Reduce -39.74%	2,277,466	-1,502,235
PRI	Primerica Inc	2024-09-30	Reduce Reduce	-2.25%	● 233.01 ($252.55) 266.6	$278.07	10.10%	Reduce -22.74%	1,460,171	-429,842
FNF	Fidelity National Financial Inc	2024-09-30	Reduce Reduce	-1.49%	● 48.08 ($56.12) 62.06	$57.27	2.05%	Reduce -18.42%	6,010,352	-1,357,181
SNX	TD Synnex Corp	2024-09-30	Add Add	+0.93%	● 109.37 ($115.66) 122.34	$135.82	17.43%	Add 11.25%	3,695,615	373,569
LEN	Lennar Corp	2024-09-30	Add Add	+0.76%	● 142.5 ($173.06) 192.45	$115.49	-33.27%	Add 12.33%	1,780,852	195,540
FG	F&G Annuities & Life Inc	2024-09-30	Reduce Reduce	-0.50%	● 37.08 ($41.39) 45.69	$32.55	-21.36%	Reduce -9.81%	5,456,170	-593,194
MPLX	MPLX LP	2024-09-30	Add Add	+0.18%	● 40.44 ($42.73) 45.09	$50.79	18.86%	Add 4.66%	4,432,966	197,488
OMF	OneMain Holdings Inc	2024-09-30	Add Add	+0.13%	● 43.27 ($48.06) 53.14	$58.22	21.14%	Add 1.82%	7,402,222	132,045
ELV	Elevance Health Inc	2024-09-30	Add Add	+0.09%	● 500.12 ($534.22) 562.29	$395.76	-25.92%	Add 0.51%	1,641,413	8,286
AM	Antero Midstream Corp	2024-09-30	Reduce Reduce	-0.06%	● 13.39 ($14.57) 15.16	$18.18	24.78%	Reduce -9.15%	1,898,932	-191,357
AN	AutoNation Inc	2024-09-30	Reduce Reduce	-0.02%	● 156.14 ($171.73) 190.72	$204.00	18.79%	Reduce -0.71%	972,309	-6,926
DFS Unlock Delisted	Discover Financial Services	2024-09-30	Reduce Reduce	-0.02%	● 123.41 ($134.51) 144.72	$200.05	48.73%	Reduce -0.18%	3,454,706	-6,266
ALLY	Ally Financial Inc	2024-09-30	New Buy New Buy	+0.01%	● 32.67 ($40) 45.01	$40.21	0.53%	New holding	10,000	10,000
DHI	D.R. Horton Inc	2024-09-30	Reduce Reduce	-0.01%	● 135.21 ($175.74) 197.06	$133.90	-23.81%	Reduce -0.36%	803,061	-2,862
DLTR	Dollar Tree Inc	2024-09-30	New Buy New Buy	+0.01%	● 63.56 ($91.18) 107.36	$101.50	11.32%	New holding	7,126	7,126
AMAT	Applied Materials Inc	2024-09-30	Sold Out Sold Out	-0.01%	● 174.75 ($205.11) 254.97	$183.76	-10.41%	Sold Out	0	-961
AMZN	Amazon.com Inc	2024-09-30	Reduce Reduce	0%	● 161.02 ($182.46) 200	$220.46	20.83%	Reduce -36.36%	1,400	-800
HCA	HCA Healthcare Inc	2024-09-30	Reduce Reduce	0%	● 315.12 ($366.12) 406.43	$389.53	6.39%	Reduce -12.91%	3,373	-500
LAD	Lithia Motors Inc	2024-09-30	Reduce Reduce	0%	● 243.05 ($278.77) 320.83	$343.70	23.29%	Reduce -0.07%	854,551	-621
MA	Mastercard Inc	2024-09-30	New Buy New Buy	0%	● 429.6 ($465.04) 500.99	$564.61	21.41%	New holding	422	422
MCO	Moodys Corp	2024-09-30	New Buy New Buy	0%	● 421.49 ($463.45) 494.66	$502.48	8.42%	New holding	471	471
SPGI	S&P Global Inc	2024-09-30	New Buy New Buy	0%	● 446.32 ($494.89) 527.38	$529.32	6.96%	New holding	401	401
TXN	Texas Instruments Inc	2024-09-30	New Buy New Buy	0%	● 181.19 ($200.96) 214.34	$210.45	4.72%	New holding	1,010	1,010
UNH	UnitedHealth Group Inc	2024-09-30	Reduce Reduce	0%	● 488.01 ($565.61) 604.18	$326.14	-42.34%	Reduce -18.2%	499	-111
JPM	JPMorgan Chase & Co	2024-06-30	Reduce Reduce	-5.42%	● 180.08 ($195.5) 204.79	$290.41	48.55%	Reduce -99.57%	5,643	-1,292,985
FNF	Fidelity National Financial Inc	2024-06-30	Reduce Reduce	-1.90%	● 47.02 ($50.34) 52.95	$57.27	13.77%	Reduce -18.83%	7,367,533	-1,709,198
LEN	Lennar Corp	2024-06-30	Add Add	+1.90%	● 148.72 ($157.18) 170.85	$115.49	-26.52%	Add 56.27%	1,585,312	570,871
MPLX	MPLX LP	2024-06-30	Add Add	+1.14%	● 39.66 ($41.17) 42.59	$50.79	23.37%	Add 39.99%	4,235,478	1,209,869
SNX	TD Synnex Corp	2024-06-30	Add Add	+0.67%	● 111.7 ($122.19) 132.85	$135.82	11.15%	Add 8.53%	3,322,046	260,963
PRI	Primerica Inc	2024-06-30	Reduce Reduce	-0.66%	● 210.09 ($226.78) 252	$278.07	22.62%	Reduce -6.21%	1,890,013	-125,039
OMF	OneMain Holdings Inc	2024-06-30	Add Add	+0.64%	● 46.72 ($49.15) 52.11	$58.22	18.45%	Add 8.96%	7,270,177	597,913
LAD	Lithia Motors Inc	2024-06-30	Add Add	+0.49%	● 246.33 ($261.76) 295.77	$343.70	31.30%	Add 11.42%	855,172	87,671
DFS Unlock Delisted	Discover Financial Services	2024-06-30	Add Add	+0.44%	● 119.57 ($124.65) 130.81	$200.05	60.49%	Add 4.56%	3,460,972	150,895
LPX	Louisiana-Pacific Corp	2024-06-30	Sold Out Sold Out	-0.39%	● 72.02 ($83.52) 93.62	$91.28	9.29%	Sold Out	0	-224,598
AN	AutoNation Inc	2024-06-30	Add Add	+0.15%	● 152.33 ($163.18) 170.96	$204.00	25.02%	Add 4.42%	979,235	41,472
ELV	Elevance Health Inc	2024-06-30	Reduce Reduce	-0.14%	● 497.49 ($528.58) 547.8	$395.76	-25.13%	Reduce -0.77%	1,633,127	-12,710
RYAAY	Ryanair Holdings PLC	2024-06-30	Add Add	+0.11%	● 45.06 ($52) 59.43	$57.69	10.94%	Add 660.65%	124,100	43,114
APO	Apollo Global Management Inc	2024-06-30	Reduce Reduce	-0.06%	● 107.3 ($113.47) 118.77	$141.63	24.82%	Reduce -0.65%	3,779,701	-24,683
FG	F&G Annuities & Life Inc	2024-06-30	Reduce Reduce	-0.03%	● 35.11 ($39.18) 42.76	$32.55	-16.92%	Reduce -0.63%	6,049,364	-38,519
AM	Antero Midstream Corp	2024-06-30	Reduce Reduce	-0.02%	● 13.59 ($14.35) 15.02	$18.18	26.69%	Reduce -2.74%	2,090,289	-58,840
DHI	D.R. Horton Inc	2024-06-30	Reduce Reduce	-0.01%	● 139.4 ($146.91) 161.88	$133.90	-8.86%	Reduce -0.52%	805,923	-4,213
WFC	Wells Fargo & Co	2024-06-30	Sold Out Sold Out	-0.01%	● 56.41 ($59.04) 62.34	$81.49	38.03%	Sold Out	0	-5,250
AMAT	Applied Materials Inc	2024-06-30	New Buy New Buy	+0.01%	● 189.46 ($214.68) 247.83	$183.76	-14.40%	New holding	961	961
AMZN	Amazon.com Inc	2024-06-30	Reduce Reduce	0%	● 173.67 ($183.7) 197.85	$220.46	20.01%	Reduce -18.52%	2,200	-500
MA	Mastercard Inc	2024-06-30	Sold Out Sold Out	0%	● 441.1 ($455.54) 479.43	$564.61	23.94%	Sold Out	0	-422
SNX	TD Synnex Corp	2024-03-31	New Buy New Buy	+7.24%	● 99.14 ($103.88) 116	$135.82	30.75%	New holding	3,061,083	3,061,083
RJF	Raymond James Financial Inc	2024-03-31	Sold Out Sold Out	-5.69%	● 109.13 ($116.53) 128.42	$154.64	32.70%	Sold Out	0	-2,137,186
AN	AutoNation Inc	2024-03-31	Add Add	+2.83%	● 135.73 ($147.13) 167.46	$204.00	38.65%	Add 665.93%	937,763	815,328
MPLX	MPLX LP	2024-03-31	Add Add	+2.62%	● 36.67 ($38.77) 41.56	$50.79	31.00%	Add 17697.7%	3,025,609	3,008,609
DFS Unlock Delisted	Discover Financial Services	2024-03-31	Add Add	+1.86%	● 97 ($114.62) 131.09	$200.05	74.53%	Add 25.71%	3,310,077	676,910
LEN	Lennar Corp	2024-03-31	Add Add	+1.59%	● 145.07 ($155.26) 171.98	$115.49	-25.62%	Add 77.48%	1,014,441	442,874
APO	Apollo Global Management Inc	2024-03-31	Reduce Reduce	-1.55%	● 91.33 ($105.53) 114.53	$141.63	34.21%	Reduce -15.52%	3,804,384	-698,937
ABG	Asbury Automotive Group Inc	2024-03-31	Sold Out Sold Out	-1.49%	● 202.23 ($212.3) 235.78	$248.92	17.25%	Sold Out	0	-278,367
JPM	JPMorgan Chase & Co	2024-03-31	Reduce Reduce	-1.45%	● 167.09 ($180.44) 200.3	$290.41	60.95%	Reduce -21.59%	1,298,628	-357,530
ELV	Elevance Health Inc	2024-03-31	Reduce Reduce	-1.25%	● 464.61 ($497.33) 519.96	$395.76	-20.42%	Reduce -6.31%	1,645,837	-110,816

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