Back to all firms
Glenn Greenberg
Brave Warrior Advisors
Portfolio Value: $4.27B
Holdings: 33
Period: Q4 2025
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| MRP | 6.3 | 6.02% | Add 60% | 8.60M | $256.9M | $29.87 | — | — |
| AN | 6.1 | 7.51% | Add 28% | 1.55M | $320.6M | $206.48 | $205.97 | -0.2% |
| AUVI | 5.8 | 0.01% | Buy | 961 | $247K | $256.99 | — | — |
| SPGI | 5.8 | 0.00% | Buy | 401 | $210K | $522.59 | — | — |
| LEN-B | 5.2 | 5.81% | Add 20% | 2.41M | $247.9M | $102.80 | — | — |
| BLDR | 5.2 | 5.73% | Add 32% | 2.38M | $244.8M | $102.89 | — | — |
| SLMBP | 4.6 | 8.13% | Add 10% | 12.83M | $347.2M | $27.06 | — | — |
| COF | 3.7 | 5.73% | Add 5% | 1.01M | $244.5M | $242.36 | — | — |
| MPLX | 3.7 | 5.59% | Add <1% | 4.47M | $238.8M | $53.37 | — | — |
| PRI | 3.6 | 4.72% | Add 4% | 780.1K | $201.6M | $258.36 | — | — |
| FNF | 3.5 | 4.50% | Add 1% | 3.52M | $192.1M | $54.59 | — | — |
| FG | 3.4 | 3.89% | Add 3% | 5.38M | $165.9M | $30.85 | — | — |
| MCO | 2.4 | 0.01% | Hold | 471 | $241K | $510.85 | $451.32 | -11.7% |
| MSFT | 2.4 | 0.01% | Hold | 525 | $254K | $483.62 | $415.12 | -14.2% |
| MA | 2.4 | 0.01% | Hold | 422 | $241K | $570.88 | $495.48 | -13.2% |
| OMF | 2.0 | 12.25% | Reduce 1% | 7.74M | $522.8M | $67.55 | — | — |
| SNX | 2.0 | 11.13% | Reduce 3% | 3.16M | $475.2M | $150.23 | $239.07 | +59.1% |
| RRR | 2.0 | 2.37% | Reduce 1% | 701.8K | $101.1M | $144.03 | — | — |
| AM | 2.0 | 0.77% | Reduce 1% | 1.85M | $32.9M | $17.79 | — | — |
| V | 2.0 | 0.01% | Hold | 618 | $217K | $350.71 | $318.79 | -9.1% |
| META | 2.0 | 0.01% | Hold | 338 | $223K | $660.09 | $609.63 | -7.6% |
| HCA | 1.6 | 0.04% | Hold | 3.9K | $1.8M | $466.86 | — | — |
| JPM | 1.6 | 0.04% | Hold | 5.6K | $1.8M | $322.22 | — | — |
| 060505104 | 1.6 | 0.03% | Hold | 26.5K | $1.5M | $55.00 | — | — |
| FCIT | 1.6 | 0.02% | Hold | 15.0K | $800K | $53.36 | — | — |
| CMCSA | 1.6 | 0.02% | Hold | 31.1K | $929K | $29.89 | — | — |
| PGR | 1.6 | 0.01% | Hold | 1.7K | $398K | $227.72 | — | — |
| MAR | 1.6 | 0.01% | Hold | 1.2K | $370K | $310.24 | — | — |
| AMZN | 1.2 | 0.01% | Hold | 1.4K | $323K | $230.82 | $272.68 | +18.1% |
| GOOGL | 1.0 | 0.15% | Reduce 7% | 20.3K | $6.3M | $313.00 | $400.80 | +28.1% |
| GOOG | 1.0 | 0.03% | Hold | 3.8K | $1.2M | $313.80 | $397.05 | +26.5% |
| ELV | 0.0 | 10.28% | Reduce 32% | 1.25M | $438.8M | $350.55 | $378.07 | +7.9% |
| RYAAY | 0.0 | 5.17% | Reduce 25% | 3.06M | $220.7M | $72.19 | — | — |
| ICON | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | $1.29 | — |
| KNTK | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |