Rating #57
Glenn Greenberg
Brave Warrior Advisors
Portfolio value
Stocks
Performance
1 Year
+2.42%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Glenn Greenberg’s Portfolio: Q3 2025
Top10 stocks: 76.83% of the portfolio
Glenn Greenberg’s Trades: Q3 2025
Adds
New Buys
Sold Outs
Cuts
3.86ppt
-0.43ppt
0.13ppt
0.42ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  ELV | +65.28% | $311.02 | $225.29M | 3.86ppt | |
2  SLM | +10.61% | $31.21 | $34.91M | -0.43ppt | |
3  MPLX | +4.50% | $50.72 | $9.76M | 0.13ppt | |
4  FNF | +0.06% | $58.09 | $125.24K | 0.42ppt |
Glenn Greenberg’s Holdings: Q3 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 ELV | Medical Service Plans | $353.09 | +65.28% | 1.83M | $592.60M | 13.76% 3.86ppt | 0.81% | 25 Quarters | Q3 2025 | |
2  SNX | Wholesale-Computers | $113.97 | -13.09% | 3.28M | $536.33M | 12.45% 0.73ppt | 3.97% | 7 Quarters | Q3 2025 | |
3  OMF | Personal Credit Institutions | $39.46 | -0.96% | 7.79M | $440.06M | 10.22% -0.07ppt | 6.53% | 14 Quarters | Q3 2025 | |
4 SLM | Personal Credit Institutions | $29.53 | +10.61% | 11.66M | $322.73M | 7.49% -0.43ppt | 5.57% | 3 Quarters | Q3 2025 | |
5  AN | Retail-Auto Dealers & Gas | $164.41 | -0.04% | 1.21M | $265.60M | 6.17% 0.64ppt | 3.12% | 12 Quarters | Q3 2025 | |
6  LEN | Residential Contractors | $133.27 | -7.03% | 2.01M | $252.77M | 5.87% 0.40ppt | 0.78% | 15 Quarters | Q3 2025 | |
Scheduled Air Transport | $45.19 | -24.07% | 4.08M | $245.95M | 5.71% -1.40ppt | 1.92% | 8 Quarters | Q3 2025 | ||
8 MPLX | Pipelines (No Natural Gas) | $42.21 | +4.50% | 4.47M | $223.15M | 5.18% 0.13ppt | 0.44% | 10 Quarters | Q3 2025 | |
9  BLDR | Retail-Lumber Dealers | $122.30 | -1.20% | 1.81M | $218.90M | 5.08% 0.19ppt | 1.63% | 3 Quarters | Q3 2025 | |
10 FNF | Title Insurance | $42.29 | +0.06% | 3.49M | $211.07M | 4.90% 0.42ppt | 1.28% | 18 Quarters | Q3 2025 | |
11  PRI | Life Insurance | $93.96 | -8.62% | 752.99K | $209.02M | 4.85% -0.32ppt | 2.29% | 50 Quarters | Q3 2025 | |
12  COF | National Banks | $201.23 | -47.37% | 964.73K | $205.08M | 4.76% -4.18ppt | 0.22% | 4 Quarters | Q3 2025 | |
13 M MRP | Real Estate | $26.51 | -31.62% | 5.38M | $180.67M | 4.19% -0.94ppt | 3.24% | 3 Quarters | Q3 2025 | |
14  FG | Life Insurance | $19.79 | -0.07% | 5.22M | $163.20M | 3.79% -0.04ppt | 3.92% | 12 Quarters | Q3 2025 | |
15  DHI | Builders | $94.90 | -38.71% | 708.68K | $120.10M | 2.79% -0.63ppt | 0.23% | 15 Quarters | Q3 2025 | |
16  KNTK | Natural Gas Transmission | $42.74 | +100.00% | 1.61M | $68.77M | 1.60% 1.60ppt | 2.61% | 1 Quarter | Q3 2025 | |
17  AM | Natural Gas Transmission | $5.74 | -1.71% | 1.87M | $36.26M | 0.84% 0.02ppt | 0.39% | 27 Quarters | Q3 2025 | |
18  GOOGL | Computer Programming & Data | $86.50 | 0.00% | 21.86K | $5.31M | 0.12% 0.04ppt | 0.00% | 32 Quarters | Q4 2023 | |
19  JPM | National Banks | $85.86 | 0.00% | 5.64K | $1.78M | 0.04% 0.00ppt | 0.00% | 45 Quarters | Q2 2024 | |
20  HCA | Other General Medical Hospitals | $297.45 | 0.00% | 3.92K | $1.67M | 0.04% 0.00ppt | 0.00% | 23 Quarters | Q2 2025 |
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