
	Glenn Greenberg 13F
	Brave Warrior Advisors, LLC

	Last update 2025-02-14	30 Stocks (2 new)
	Value $4.02 Bil	Turnover 4 %
	Countries: Top Holdings: ELV(14.96%)SNX(12.10%)DFS(10.88%)OMF(9.65%)FNF(8.34%) SEC Filings 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
ICLR
COF
MSFT
AN
SNX
RYAAY
AM
OMF
GOOGL
CMCSA
HCA
JPM
GOOG
ALLY
AMZN
MAR
MA
MCO
PGR
UNH

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
ICLR	Icon PLC	3,000	629.1	New Holding	0.020	+0.02%	0.000	-27.21%	-30.42%	11,793.4	Medical Diagnostics & Research
COF	Capital One Financial Corp	1,500	267.5	New Holding	0.010	+0.01%	0.000	-8.81%	+4.08%	70,874.1	Credit Services
MSFT	Microsoft Corp	1,275	537.4	+142.86%	0.010	+0.01%	0.000	-12.61%	-7.93%	2,879,181.3	Software
AN	AutoNation Inc	1,461,213	248,172.4	+50.28%	6.170	+2.06%	3.750	-5.11%	+2.07%	6,803.9	Vehicles & Parts
SNX	TD Synnex Corp	4,147,172	486,380.3	+12.22%	12.100	+1.32%	4.900	-22.22%	-5.20%	9,261.6	Hardware
RYAAY	Ryanair Holdings PLC	5,604,258	244,289.6	+9.80%	6.080	+0.54%	1.040	+0.54%	+7.64%	24,655.4	Transportation
AM	Antero Midstream Corp	1,932,840	29,166.6	+1.79%	0.730	+0.01%	0.400	+6.53%	+15.71%	8,126.7	Oil & Gas
OMF	OneMain Holdings Inc	7,437,670	387,725.7	+0.48%	9.650	+0.05%	6.230	-13.90%	-4.85%	5,812.0	Credit Services
GOOGL	Alphabet Inc	21,858	4,137.7	0%	0.100	0%	0.000	-20.35%	-15.76%	1,953,661.6	Interactive Media
CMCSA	Comcast Corp	31,094	1,167.0	0%	0.030	0%	0.000	-10.98%	-10.01%	125,492.1	Telecommunication Services
HCA	HCA Healthcare Inc	3,373	1,012.4	0%	0.030	0%	0.000	+9.30%	+14.00%	84,056.3	Healthcare Providers & Services
JPM	JPMorgan Chase & Co	5,643	1,352.7	0%	0.030	0%	0.000	-7.06%	+3.22%	679,879.0	Banks
GOOG	Alphabet Inc	3,790	721.8	0%	0.020	0%	0.000	-19.93%	-15.12%	1,953,661.6	Interactive Media
ALLY	Ally Financial Inc	10,000	360.1	0%	0.010	0%	0.000	-14.27%	-7.13%	10,194.4	Credit Services
AMZN	Amazon.com Inc	1,400	307.1	0%	0.010	0%	0.000	-20.57%	-14.97%	1,979,630.4	Retail - Cyclical
MAR	Marriott International Inc	1,194	333.1	0%	0.010	0%	0.000	-16.66%	-15.11%	65,059.6	Travel & Leisure
MA	Mastercard Inc	422	222.2	0%	0.010	0%	0.000	+0.53%	+2.00%	488,183.4	Credit Services
MCO	Moodys Corp	471	223.0	0%	0.010	0%	0.000	-10.06%	-6.96%	79,097.1	Capital Markets
PGR	Progressive Corp	1,746	418.4	0%	0.010	0%	0.000	+11.08%	+12.85%	155,464.0	Insurance
UNH	UnitedHealth Group Inc	499	252.4	0%	0.010	0%	0.000	-19.99%	-15.77%	386,162.4	Healthcare Plans

100/Page

Total 34

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