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Glenn Greenberg

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Brave Warrior Advisors, LLC

HistoryStock% of PortfolioRecent ActivitySharesReported Price*ValueCurrent Price+/- Reported Price52 Week Low52 Week High
OMF - ONEMAIN HLDGS INC12.25%Reduce 0.71%7,739,293$67.55$522,789,242$54.07-19.96%$38.00$71.93
SNX - TD SYNNEX CORPORATION11.13%Reduce 3.42%3,163,239$150.23$475,213,395$186.92+24.42%$92.23$191.79
ELV - ELEVANCE HEALTH INC FORMERLY10.28%Reduce 31.74%1,251,803$350.55$438,819,542$300.74-14.21%$273.71$458.75
SLM - SLM CORP8.13%Add 10.06%12,831,965$27.06$347,232,973
AN - AUTONATION INC7.51%Add 27.90%1,552,741$206.48$320,609,962$197.68-4.26%$148.33$228.92
MRP - MILLROSE PPTYS INC6.02%Add 59.99%8,600,224$29.87$256,888,691$27.63-7.50%$21.64$36.00
LEN - LENNAR CORP5.81%Add 20.24%2,411,414$102.80$247,893,359$86.49-15.87%$83.03$144.24
BLDR - BUILDERS FIRSTSOURCE INC5.73%Add 31.78%2,379,145$102.89$244,790,229$79.12-23.10%$76.50$151.03
COF - CAPITAL ONE FINL CORP5.73%Add 4.57%1,008,862$242.36$244,507,794$181.92-24.94%$143.22$259.64
MPLX - MPLX LP5.59%Add 0.15%4,474,115$53.37$238,783,518
RYAAY - RYANAIR HOLDINGS PLC5.17%Reduce 25.16%3,056,698$72.19$220,663,029
PRI - PRIMERICA INC4.72%Add 3.60%780,125$258.36$201,553,095
FNF - Fidelity National Financial4.50%Add 0.85%3,519,089$54.59$192,107,069$45.69-16.30%$42.78$63.00
FG - F&G ANNUITIES & LIFE INC3.89%Add 3.03%5,377,029$30.85$165,881,338
DHI - D R HORTON INC2.37%Reduce 0.97%701,822$144.03$101,083,423$139.69-3.01%$110.44$184.55
AM - ANTERO MIDSTREAM CORP0.77%Reduce 0.93%1,847,972$17.79$32,875,422
GOOGL - Alphabet0.15%Reduce 7.32%20,258$313.00$6,340,754$295.77-5.50%$140.53$349.00
HCA - HCA HEALTHCARE INC0.04%Hold3,923$466.86$1,831,492
JPM - JPMORGAN CHASE & CO.0.04%Hold5,643$322.22$1,818,287
BAC - Bank of America0.03%Hold26,532$55.00$1,459,260$49.38-10.22%$33.07$57.55
GOOG - ALPHABET INC0.03%Hold3,790$313.80$1,189,302
CMCSA - COMCAST CORP NEW0.02%Hold31,094$29.89$929,400$27.93-6.56%$24.13$34.36
USB - US BANCORP DEL0.02%Hold15,000$53.36$800,400$52.95-0.77%$35.18$61.19
PGR - PROGRESSIVE CORP0.01%Hold1,746$227.72$397,599$195.25-14.26%$192.02$289.96
MAR - MARRIOTT INTL INC NEW0.01%Hold1,194$310.24$370,427$331.93+6.99%$205.40$370.00
AMZN - Amazon0.01%Hold1,400$230.82$323,148$209.77-9.12%$161.38$258.60
MSFT - Microsoft0.01%Hold525$483.62$253,900$373.46-22.78%$344.79$555.45
AMAT - APPLIED MATLS INC0.01%Buy961$256.99$246,967$348.47+35.60%$123.74$395.95
MA - Mastercard0.01%Hold422$570.88$240,911$493.44-13.56%$465.59$601.77
MCO - MOODYS CORP0.01%Hold471$510.85$240,610$440.79-13.71%$378.71$546.88
META - Meta Platforms0.01%Hold338$660.09$223,110$574.46-12.97%$479.80$796.25
V - Visa0.01%Hold618$350.71$216,739$300.80-14.23%$293.89$375.51
SPGI - S&P GLOBAL INC0.00%Buy401$522.59$209,559
33 visible rowsPrice data as of Apr 2, 2026

* Reported price is computed as filing value divided by reported shares.