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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
SEC Reference
Holding
Activity
Stock% of portfoliioActivitySharesValueRecent Price

ELV - Elevance health inc

13.756%Add 65.28%1.83M592.60M$323.120

SNX - Td synnex corp

12.450%Reduced 13.09%3.28M536.33M$163.750

OMF - Onemain holdings inc

10.216%Reduced 0.96%7.79M440.06M$56.460

SLM - Slm corp

7.492%Add 10.61%11.66M322.73M$27.680

AN - Autonation inc

6.165%Reduced 0.04%1.21M265.60M$218.770

LEN - Lennar corp

5.868%Reduced 7.03%2.01M252.77M$126.040

RYAAY - Ryanair holdings plc

5.709%Reduced 24.07%4.08M245.95M$60.220

MPLX - Mplx lp

5.180%Add 4.50%4.47M223.15M$49.950

BLDR - Builders firstsource, inc.

5.082%Reduced 1.20%1.81M218.90M$121.250

FNF - Fidelity national financial, inc.

4.900%Add 0.06%3.49M211.07M$60.490

PRI - Primerica inc

4.852%Reduced 8.62%752.989K209.02M$277.590

COF - Capital one financial corp

4.761%Reduced 47.37%964.73K205.08M$212.580
Millrose pptys inc
4.194%Reduced 31.62%5.38M180.67M$33.610

FG - F&g annuities & life inc

3.788%Reduced 0.07%5.22M163.20M$31.270

DHI - Dr horton inc

2.788%Reduced 38.71%708.681K120.10M$169.470

KNTK - Kinetik holdings inc

1.596%Buy1.61M68.77M$42.740

AM - Antero midstream corp

0.842%Reduced 1.71%1.87M36.26M$19.440

GOOGL - Alphabet inc

0.123%21.858K5.31M$243.100

JPM - Jpmorgan chase & co

0.041%56431.78M$315.430

HCA - Hca healthcare inc

0.039%39231.67M$426.200

BAC - Bank of america corp

0.032%26.532K1.37M$51.590

CMCSA - Comcast corp

0.023%31.094K976.973K$31.420

GOOG - Alphabet inc

0.021%3790923.054K$243.550

USB - Us bancorp

0.017%15K724.95K$48.330

ICLR - Icon plc

0.012%Reduced 40.00%3000525K$175.000

PGR - Progressive corp

0.010%1746431.175K$246.950

MAR - Marriott international inc

0.007%1194310.965K$260.440

AMZN - Amazon.com inc

0.007%1400307.398K$219.570

MSFT - Microsoft corp

0.006%525271.924K$517.950

META - Meta platforms inc

0.006%338248.22K$734.379

MA - Mastercard inc

0.006%422240.038K$568.810

MCO - Moody's corp

0.005%471224.422K$476.480

V - Visa inc

0.005%618210.973K$341.380