Glenn Greenberg - Brave Warrior Advisors
Portfoliowert
$4.04 B
Positionen
36
Stichtag
2026-03-31
Quartal
Q1 2026
| SNX | TD SYNNEX CORPORATION | 12.75% | Reduce 3.46% | 3,053,644 | $168.71 | $515.18 M | $248.34 | +47.20% |
| OMF | ONEMAIN HLDGS INC | 10.20% | Reduce 0.46% | 7,703,307 | $53.49 | $412.05 M | $59.74 | +11.68% |
| ICLR | ICON PLC | 8.21% | Buy | 2,996,811 | $110.66 | $331.63 M | $165.76 | +49.79% |
| ELV | ELEVANCE HEALTH INC FORMERLY | 8.13% | Reduce 10.34% | 1,122,308 | $292.75 | $328.56 M | $377.68 | +29.01% |
| AN | AUTONATION INC | 7.48% | Reduce 0.32% | 1,547,728 | $195.26 | $302.21 M | $208.18 | +6.62% |
| SLM | SLM CORP | 7.20% | Add 5.86% | 13,584,368 | $21.41 | $290.84 M | $24.29 | +13.45% |
| MRP | MILLROSE PPTYS INC | 5.90% | Reduce 0.98% | 8,515,897 | $28.00 | $238.45 M | $28.52 | +1.86% |
| PRI | PRIMERICA INC | 5.45% | Add 12.72% | 879,323 | $250.48 | $220.25 M | $314.59 | +25.59% |
| LEN | LENNAR CORP | 5.18% | Reduce 0.06% | 2,410,050 | $86.84 | $209.29 M | $84.64 | -2.53% |
| BLDR | BUILDERS FIRSTSOURCE INC | 4.83% | Reduce 0.29% | 2,372,292 | $82.33 | $195.31 M | $72.86 | -11.50% |
| MPLX | MPLX LP | 4.60% | Reduce 27.28% | 3,253,524 | $57.07 | $185.68 M | $58.65 | +2.77% |
| COF | CAPITAL ONE FINL CORP | 4.53% | Reduce 0.45% | 1,004,304 | $182.43 | $183.22 M | $199.52 | +9.37% |
| RYAAY | RYANAIR HOLDINGS PLC | 4.35% | Reduce 0.57% | 3,039,376 | $57.80 | $175.68 M | $56.85 | -1.64% |
| FNF | FIDELITY NATL FINL INC | 4.02% | Reduce 0.48% | 3,502,213 | $46.38 | $162.43 M | $51.62 | +11.30% |
| FG | F&G ANNUITIES & LIFE INC | 3.35% | Reduce 0.44% | 5,353,141 | $25.32 | $135.54 M | $29.65 | +17.10% |
| DHI | D R HORTON INC | 2.36% | Reduce 1.18% | 693,561 | $137.22 | $95.17 M | $146.76 | +6.95% |
| AM | ANTERO MIDSTREAM CORP | 1.04% | Reduce 0.44% | 1,839,879 | $22.80 | $41.95 M | $22.75 | -0.22% |
| — | ALPHABET INC | 0.14% | 20,258 | $287.56 | $5.83 M | $319.74 | +11.19% | |
| JPM | JPMORGAN CHASE & CO | 0.04% | 5,643 | $294.16 | $1.66 M | $353.21 | +20.07% | |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 0.04% | Buy | 23,762 | $65.09 | $1.55 M | $75.67 | +16.25% |
| GOOG | ALPHABET INC | 0.03% | 3,790 | $286.86 | $1.09 M | $325.81 | +13.58% | |
| CMCSA | COMCAST CORP NEW | 0.02% | 31,094 | $28.71 | $892,709 | $22.30 | -22.33% | |
| MSFT | MICROSOFT CORP | 0.02% | Add 285.71% | 2,025 | $370.17 | $749,594 | $390.09 | +5.38% |
| BAC | BANK AMERICA CORP | 0.02% | Reduce 45.23% | 14,532 | $48.75 | $708,435 | $62.05 | +27.28% |
| HCA | HCA HEALTHCARE INC | 0.02% | Reduce 66.02% | 1,333 | $473.24 | $630,829 | $382.19 | -19.24% |
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