Glenn Greenberg

Brave Warrior Advisors, LLC

Period:  Q3, 2025
Filed Date:  Nov 14, 2025
Reported Date:  Sep 30, 2025
No. of Stocks:  33
Portfolio Value:  4.31B
StockActivityShare Change% Change to protfolio
Q3 2025
Antero midstream corp
Reduced 1.71%18653301.710
Autonation inc
Reduced 0.04%12140430.038
Builders firstsource inc
Reduced 1.20%18053811.197
Capital one finl corp
Reduced 47.37%96473047.369
D r horton inc
Reduced 38.71%70868138.710
F&g annuities & life inc
Reduced 0.07%52189770.073
Icon plc
Reduced 40.00%300040.000
Lennar corp
Reduced 7.03%20055067.029
Millrose pptys inc
Reduced 31.62%537559231.623
Onemain hldgs inc
Reduced 0.96%77942700.963
Primerica inc
Reduced 8.62%7529898.617
Ryanair holdings plc
Reduced 24.07%408424624.072
Td synnex corporation
Reduced 13.09%327529313.089
S&p global inc
Sold 100%4010.005
Texas instrs inc
Sold 100%10100.005
Unitedhealth group inc
Sold 100%14990.011
Q2 2025

AM - Antero midstream corp

Reduced 1.08%18977761.082

DHI - Dr horton inc

Reduced 1.59%11562721.594

ELV - Elevance health inc

Reduced 29.66%110965329.661

FG - F&g annuities & life inc

Reduced 1.26%52227651.255

LEN - Lennar corp

Reduced 1.48%21571271.483

MSFT - Microsoft corp

Reduced 58.82%52558.824
Millrose pptys inc
Reduced 1.22%78616901.220

MPLX - Mplx lp

Reduced 2.04%42750332.041

PRI - Primerica inc

Reduced 1.28%8239921.277

RYAAY - Ryanair holdings plc

Reduced 1.79%53790891.786

SNX - Td synnex corp

Reduced 7.55%37685517.553

ALLY - Ally financial inc

Sold 100%100000.008

LAD - Lithia motors inc

Sold 100%3818892.567
Q1 2025

AM - Antero midstream corp

Reduced 0.74%19185280.740

AN - Autonation inc

Reduced 22.66%113005522.663

DFS - Discover financial services

Reduced 36.26%160888036.256

ELV - Elevance health inc

Reduced 3.22%15775703.215

FG - F&g annuities & life inc

Reduced 2.06%52891632.061

FNF - Fidelity national financial, inc.

Reduced 40.84%353396140.836

HCA - Hca healthcare inc

Reduced 42.99%192342.988

LAD - Lithia motors inc

Reduced 37.66%38188937.657

MPLX - Mplx lp

Reduced 1.22%43640861.224

OMF - Onemain holdings inc

Reduced 1.26%73436361.264

PRI - Primerica inc

Reduced 2.25%8346542.250

RYAAY - Ryanair holdings plc

Reduced 2.27%54768892.273

SNX - Td synnex corp

Reduced 1.70%40764661.705
Q4 2024

BAC - Bank of america corp

Reduced 35.51%1453235.505

DHI - Dr horton inc

Reduced 2.68%7815272.681

DFS - Discover financial services

Reduced 26.94%252396526.941

ELV - Elevance health inc

Reduced 0.70%16299770.697

FG - F&g annuities & life inc

Reduced 1.02%54004411.021

LEN - Lennar corp

Reduced 0.36%17743900.363

LAD - Lithia motors inc

Reduced 28.32%61256628.317

MPLX - Mplx lp

Reduced 0.33%44181540.334

PRI - Primerica inc

Reduced 41.52%85386441.523

DLTR - Dollar tree, inc.

Sold 100%71260.010

SPGI - S&p global inc

Sold 100%4010.004

TXN - Texas instruments inc

Sold 100%10100.004
Q3 2024

AMZN - Amazon.com inc

Reduced 36.36%140036.364

AM - Antero midstream corp

Reduced 9.15%18989329.155

APO - Apollo global management inc

Reduced 39.74%227746639.745

AN - Autonation inc

Reduced 0.71%9723090.707

DHI - Dr horton inc

Reduced 0.36%8030610.355

DFS - Discover financial services

Reduced 0.18%34547060.181

FG - F&g annuities & life inc

Reduced 9.81%54561709.806

FNF - Fidelity national financial, inc.

Reduced 18.42%601035218.421

HCA - Hca healthcare inc

Reduced 12.91%337312.910

LAD - Lithia motors inc

Reduced 0.07%8545510.073

PRI - Primerica inc

Reduced 22.74%146017122.743

UNH - Unitedhealth group inc

Reduced 18.20%49918.197
Q2 2024

AMZN - Amazon.com inc

Reduced 18.52%220018.519

AM - Antero midstream corp

Reduced 2.74%20902892.738

APO - Apollo global management inc

Reduced 0.65%37797010.649

DHI - Dr horton inc

Reduced 0.52%8059230.520

ELV - Elevance health inc

Reduced 0.77%16331270.772

FG - F&g annuities & life inc

Reduced 0.63%60493640.633

FNF - Fidelity national financial, inc.

Reduced 18.83%736753318.831

JPM - Jpmorgan chase & co

Reduced 99.57%564399.565

PRI - Primerica inc

Reduced 6.21%18900136.205

LPX - Louisiana-pacific corp

Sold 100%2245980.394

MA - Mastercard inc

Sold 100%4220.004

WFC - Wells fargo & co

Sold 100%52500.006
Q1 2024

AM - Antero midstream corp

Reduced 3.42%21491293.421

APO - Apollo global management inc

Reduced 15.52%380438415.520

ELV - Elevance health inc

Reduced 6.31%16458376.308

FG - F&g annuities & life inc

Reduced 2.08%60878832.078

JPM - Jpmorgan chase & co

Reduced 21.59%129862821.588

LAD - Lithia motors inc

Reduced 6.85%7675016.855

LPX - Louisiana-pacific corp

Reduced 2.24%2245982.238

MSFT - Microsoft corp

Reduced 48.78%52548.780

PRI - Primerica inc

Reduced 4.67%20150524.668

KEY - Keycorp

Sold 100%100000.003
Q4 2023

GOOG - Alphabet inc

Reduced 45.07%379045.072

AM - Antero midstream corp

Reduced 0.35%22252600.354

APO - Apollo global management inc

Reduced 33.68%450332133.680

DHI - Dr horton inc

Reduced 36.57%76735836.571

FG - F&g annuities & life inc

Reduced 7.07%62170947.068

JPM - Jpmorgan chase & co

Reduced 0.44%16561580.444

LEN - Lennar corp

Reduced 43.63%57156743.629

LAD - Lithia motors inc

Reduced 6.67%8239826.674

LPX - Louisiana-pacific corp

Reduced 0.58%2297390.576

MSFT - Microsoft corp

Reduced 16.33%102516.327

PRI - Primerica inc

Reduced 0.11%21137260.108

RJF - Raymond james financial inc

Reduced 0.16%21371860.164

UNH - Unitedhealth group inc

Reduced 14.08%61014.085

BC - Brunswick corp

Sold 100%68280.013

ICLR - Icon plc

Sold 100%9500.006

MCO - Moody's corp

Sold 100%31500.025

URI - United rentals inc

Sold 100%4186154.646
Q3 2023

AM - Antero midstream corp

Reduced 0.85%22331550.855

APO - Apollo global management inc

Reduced 13.77%679029613.767

ABG - Asbury automotive group inc

Reduced 0.47%2752660.470

AN - Autonation inc

Reduced 1.21%1197071.214

DHI - Dr horton inc

Reduced 15.03%120978715.027

FG - F&g annuities & life inc

Reduced 1.53%66899161.534

JPM - Jpmorgan chase & co

Reduced 1.43%16635401.433

LAD - Lithia motors inc

Reduced 23.04%88290823.042

OMF - Onemain holdings inc

Reduced 0.99%52986340.990

PRI - Primerica inc

Reduced 1.31%21160061.306

RJF - Raymond james financial inc

Reduced 1.09%21407071.090

URI - United rentals inc

Reduced 20.09%41861520.085

UNH - Unitedhealth group inc

Reduced 35.80%71035.805

CMA - Comerica inc

Sold 100%75000.008