Rating #76
Glenn Greenberg
Brave Warrior Advisors
Portfolio value
Stocks
Performance
1 Year
+8.50%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Glenn Greenberg’s Portfolio: Q4 2025
Top10 stocks: 78.18% of the portfolio
Glenn Greenberg’s Trades: Q4 2025
Adds
New Buys
Sold Outs
Cuts
1.82ppt
1.35ppt
0.65ppt
-0.06ppt
0.64ppt
0.97ppt
-0.13ppt
0.10ppt
-0.40ppt
0.41ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  MRP | Add +59.99% | $31.37 | $101.16M | 1.82ppt | |
2  AN | Add +27.90% | $208.03 | $70.46M | 1.35ppt | |
3  BLDR | Add +31.78% | $112.38 | $64.48M | 0.65ppt | |
4  LEN | Add +20.24% | $120.76 | $49.02M | -0.06ppt | |
5  SLM | Add +10.06% | $27.43 | $32.16M | 0.64ppt | |
6  COF | Add +4.57% | $222.62 | $9.82M | 0.97ppt | |
7  PRI | Add +3.60% | $260.86 | $7.08M | -0.13ppt | |
8  FG | Add +3.03% | $31.28 | $4.94M | 0.10ppt | |
9  FNF | Add +0.85% | $56.92 | $1.69M | -0.40ppt | |
10  MPLX | Add +0.15% | $52.15 | $346.33K | 0.41ppt |
Glenn Greenberg’s Holdings: Q4 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  OMF | Personal Credit Institutions | $39.46 | Cut -0.71% | 7.74M | $522.79M | 12.25% 2.03ppt | 6.51% | 15 Quarters | Q4 2025 | |
2  SNX | Wholesale-Computers | $113.97 | Cut -3.42% | 3.16M | $475.21M | 11.13% -1.32ppt | 3.92% | 8 Quarters | Q4 2025 | |
3  ELV | Medical Service Plans | $353.09 | Cut -31.74% | 1.25M | $438.82M | 10.28% -3.48ppt | 0.56% | 26 Quarters | Q4 2025 | |
4 SLM | Personal Credit Institutions | $29.30 | Add +10.06% | 12.83M | $347.23M | 8.13% 0.64ppt | 6.19% | 4 Quarters | Q4 2025 | |
5 AN | Retail-Auto Dealers & Gas | $173.59 | Add +27.90% | 1.55M | $320.61M | 7.51% 1.35ppt | 4.08% | 13 Quarters | Q4 2025 | |
6 MRP | Real Estate | $27.77 | Add +59.99% | 8.60M | $256.89M | 6.02% 1.82ppt | 5.18% | 4 Quarters | Q4 2025 | |
7 LEN | Residential Contractors | $128.14 | Add +20.24% | 2.41M | $247.89M | 5.81% -0.06ppt | 0.96% | 16 Quarters | Q4 2025 | |
8 BLDR | Retail-Lumber Dealers | $117.62 | Add +31.78% | 2.38M | $244.79M | 5.73% 0.65ppt | 2.14% | 4 Quarters | Q4 2025 | |
9 COF | National Banks | $203.03 | Add +4.57% | 1.01M | $244.51M | 5.73% 0.97ppt | 0.19% | 5 Quarters | Q4 2025 | |
10 MPLX | Pipelines (No Natural Gas) | $42.23 | Add +0.15% | 4.47M | $238.78M | 5.59% 0.41ppt | 0.44% | 11 Quarters | Q4 2025 | |
11  RYAA.Y | Scheduled Air Transport | $45.19 | Cut -25.16% | 3.06M | $220.66M | 5.17% -0.54ppt | 1.43% | 9 Quarters | Q4 2025 | |
12 PRI | Life Insurance | $99.68 | Add +3.60% | 780.13K | $201.55M | 4.72% -0.13ppt | 2.44% | 51 Quarters | Q4 2025 | |
13 FNF | Title Insurance | $42.40 | Add +0.85% | 3.52M | $192.11M | 4.50% -0.40ppt | 1.29% | 19 Quarters | Q4 2025 | |
14 FG | Life Insurance | $20.11 | Add +3.03% | 5.38M | $165.88M | 3.89% 0.10ppt | 4.10% | 13 Quarters | Q4 2025 | |
15  DHI | Builders | $94.90 | Cut -0.97% | 701.82K | $101.08M | 2.37% -0.42ppt | 0.24% | 16 Quarters | Q4 2025 | |
16  AM | Natural Gas Transmission | $5.74 | Cut -0.93% | 1.85M | $32.88M | 0.77% -0.07ppt | 0.39% | 28 Quarters | Q4 2025 | |
17  GOOGL | Computer Programming & Data | $86.50 | Cut -7.32% | 20.26K | $6.34M | 0.15% 0.03ppt | 0.00% | 33 Quarters | Q4 2025 | |
18  HCA | Other General Medical Hospitals | $297.45 | 0.00% | 3.92K | $1.83M | 0.04% 0.00ppt | 0.00% | 24 Quarters | Q2 2025 | |
19  JPM | National Banks | $85.86 | 0.00% | 5.64K | $1.82M | 0.04% 0.00ppt | 0.00% | 46 Quarters | Q2 2024 | |
20  BAC | National Banks | $33.45 | 0.00% | 26.53K | $1.46M | 0.03% 0.00ppt | 0.00% | 49 Quarters | Q2 2025 |
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