
	Glenn Greenberg 13F
	Brave Warrior Advisors, LLC

	Last update 2024-05-15	29 Stocks (2 new)
	Value $4.78 Bil	Turnover 17 %
	Countries: Top Holdings: ELV(17.85%)PRI(10.66%)FNF(10.08%)DFS(9.08%)APO(8.95%) Portfolio Report

Glenn Greenberg Profile

Glenn Greenberg and partner John Shapiro founded Chieftain Capital Management in 1984. By pursuing a disciplined investment strategy, Chieftain compounded its accounts at 22.5% (before management fees) during the period from 1984 through 2004 versus 12.9% for the S&P 500. Chieftain Capital later divided into two separate entities, with Shapiro leading the new Chieftain Capital Management and Greenberg leading Brave Warrior Advisors.

Glenn Greenberg Investing Philosophy

Greenberg maintains a highly concentrated portfolio that he describes as a "defense against ignorance." He believes that the more companies you own, the less you will know about each, and the less you know about a business, the more likely you are to make mistakes due to fear and greed. Greenberg invests in companies with little competition, and places a great deal of emphasis on return on invested capital.

Glenn Greenberg's Portfolio

Glenn Greenberg Current Holdings

Ticker
Ticker
MPLX
SNX
MA
AN
LEN
DFS
DHI
OMF
GOOGL
CMCSA
HCA
BAC
RYAAY
GOOG
AMZN
MAR
PGR
UNH
WFC
FG

Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
MPLX	MPLX LP	3,025,609	125744.31	+17,697.70%	2.63	+2.62%	0.3	+2.49%	+15.85%	41666.367	Oil & Gas
SNX	TD Synnex Corp	3,061,083	346208.49	New Holding	7.24	+7.24%	3.58	+23.35%	+21.53%	11086.6	Hardware
MA	Mastercard Inc	422	203.22	New Holding	0	0%	0	-4.73%	+5.51%	417099.838	Credit Services
AN	AutoNation Inc	937,763	155274.8	+665.93%	3.25	+2.83%	2.33	+15.05%	+11.22%	6725.721	Vehicles & Parts
LEN	Lennar Corp	1,014,441	174463.56	+77.48%	3.65	+1.59%	0.36	-2.73%	+5.44%	42989.408	Homebuilding & Construction
DFS	Discover Financial Services	3,310,077	433917.99	+25.71%	9.08	+1.86%	1.32	+3.39%	+10.45%	30763.538	Credit Services
DHI	D.R. Horton Inc	810,136	133307.88	+5.57%	2.79	+0.15%	0.25	-5.19%	-5.05%	47322.17	Homebuilding & Construction
OMF	OneMain Holdings Inc	6,672,264	340885.97	+3.98%	7.13	+0.27%	5.57	+2.69%	+2.36%	5787.958	Credit Services
GOOGL	Alphabet Inc	21,858	3299.03	0%	0.07	0%	0	+34.50%	+26.52%	2193128.88	Interactive Media
CMCSA	Comcast Corp	31,094	1347.93	0%	0.03	0%	0	-6.62%	-9.65%	153296.07	Telecommunication Services
HCA	HCA Healthcare Inc	3,873	1291.76	0%	0.03	0%	0	+4.36%	+24.69%	88217.907	Healthcare Providers & Services
BAC	Bank of America Corp	22,532	854.41	0%	0.02	0%	0	+12.08%	+18.74%	310468.701	Banks
RYAAY	Ryanair Holdings PLC	6,526	950.12	0%	0.02	0%	0	-11.51%	-6.57%	28118.407	Transportation
GOOG	Alphabet Inc	3,790	577.07	0%	0.01	0%	0	+34.54%	+26.55%	2193128.88	Interactive Media
AMZN	Amazon.com Inc	2,700	487.03	0%	0.01	0%	0	+6.62%	+21.76%	1925226.072	Retail - Cyclical
MAR	Marriott International Inc	1,194	301.26	0%	0.01	0%	0	-5.85%	+3.39%	66272.955	Travel & Leisure
PGR	Progressive Corp	1,746	361.11	0%	0.01	0%	0	+8.82%	+34.58%	124862.85	Insurance
UNH	UnitedHealth Group Inc	610	301.77	0%	0.01	0%	0	+6.62%	-4.29%	461959.677	Healthcare Plans
WFC	Wells Fargo & Co	5,250	304.29	0%	0.01	0%	0	+1.67%	+18.79%	201264.986	Banks
FG	F&G Annuities & Life Inc	6,087,883	246863.66	-2.08%	5.16	-0.14%	4.83	+6.76%	-14.05%	4958.53	Insurance

100/Page

Total 32

Discussions on Glenn Greenberg

No discussions yet.

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us ETF Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. It has an affiliated registered investment adviser, which serves as the subadviser to an exchange traded fund. This investment adviser does not provide advice to individual investors. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.