
	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	+6.72%	+14.72%	41267.694	Oil & Gas
SNX	TD Synnex Corp	3,061,083	346208.49	New Holding	7.24	+7.24%	3.58	+27.78%	+22.54%	11174.34	Hardware
MA	Mastercard Inc	422	203.22	New Holding	0	0%	0	-7.25%	+4.30%	412470.351	Credit Services
AN	AutoNation Inc	937,763	155274.8	+665.93%	3.25	+2.83%	2.33	+17.86%	+13.34%	6851.352	Vehicles & Parts
LEN	Lennar Corp	1,014,441	174463.56	+77.48%	3.65	+1.59%	0.36	+1.77%	+5.36%	42974.958	Homebuilding & Construction
DFS	Discover Financial Services	3,310,077	433917.99	+25.71%	9.08	+1.86%	1.32	-0.47%	+9.76%	30570.576	Credit Services
DHI	D.R. Horton Inc	810,136	133307.88	+5.57%	2.79	+0.15%	0.25	-1.65%	-5.34%	47137.758	Homebuilding & Construction
OMF	OneMain Holdings Inc	6,672,264	340885.97	+3.98%	7.13	+0.27%	5.57	+5.52%	+2.70%	5789.588	Credit Services
GOOGL	Alphabet Inc	21,858	3299.03	0%	0.07	0%	0	+29.48%	+26.42%	2190692.207	Interactive Media
CMCSA	Comcast Corp	31,094	1347.93	0%	0.03	0%	0	-8.02%	-11.00%	150902.657	Telecommunication Services
HCA	HCA Healthcare Inc	3,873	1291.76	0%	0.03	0%	0	+1.87%	+17.45%	83252.019	Healthcare Providers & Services
BAC	Bank of America Corp	22,532	854.41	0%	0.02	0%	0	+15.89%	+18.10%	308657.503	Banks
RYAAY	Ryanair Holdings PLC	6,526	950.12	0%	0.02	0%	0	-10.83%	-7.11%	27966.134	Transportation
GOOG	Alphabet Inc	3,790	577.07	0%	0.01	0%	0	+29.62%	+26.40%	2192697.66	Interactive Media
AMZN	Amazon.com Inc	2,700	487.03	0%	0.01	0%	0	+4.64%	+19.25%	1881884.547	Retail - Cyclical
MAR	Marriott International Inc	1,194	301.26	0%	0.01	0%	0	-5.24%	+4.85%	67104.114	Travel & Leisure
PGR	Progressive Corp	1,746	361.11	0%	0.01	0%	0	+6.96%	+29.60%	120235.915	Insurance
UNH	UnitedHealth Group Inc	610	301.77	0%	0.01	0%	0	+1.64%	-3.80%	464444.718	Healthcare Plans
WFC	Wells Fargo & Co	5,250	304.29	0%	0.01	0%	0	+9.88%	+23.01%	208202.753	Banks
FG	F&G Annuities & Life Inc	6,087,883	246863.66	-2.08%	5.16	-0.14%	4.83	+6.88%	-11.76%	5112.42	Insurance

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