Glenn Greenberg

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%)

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.
Summary Stock Picks Current Portfolio

Glenn Greenberg Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
APO 		Apollo Global Management Inc2024-12-31Sold Out
-5.90%
●
131.36 ($158.83) 178.61
$126.55
-20.32%
Sold Out
0
-2,277,466
PRI 		Primerica Inc2024-12-31Reduce
-3.33%
●
266.16 ($283.78) 304.93
$257.09
-9.41%
Reduce -41.52%
853,864
-606,307
DFS 		Discover Financial Services2024-12-31Reduce
-2.71%
●
136.37 ($164.56) 182.67
$178.69
8.59%
Reduce -26.94%
2,523,965
-930,741
AN 		AutoNation Inc2024-12-31Add
+2.06%
●
155.47 ($168.75) 182.16
$168.90
0.09%
Add 50.28%
1,461,213
488,904
LAD 		Lithia Motors Inc2024-12-31Reduce
-1.59%
●
303.03 ($352.82) 394.27
$278.29
-21.12%
Reduce -28.32%
612,566
-241,985
SNX 		TD Synnex Corp2024-12-31Add
+1.32%
●
114.71 ($119.79) 125.79
$107.43
-10.32%
Add 12.22%
4,147,172
451,557
RYAAY 		Ryanair Holdings PLC2024-12-31Add
+0.54%
●
42.1 ($44.64) 47.3
$46.40
3.94%
Add 9.8%
5,604,258
500,239
ELV 		Elevance Health Inc2024-12-31Reduce
-0.12%
●
365.96 ($416.99) 509.02
$426.87
2.37%
Reduce -0.7%
1,629,977
-11,436
DHI 		D.R. Horton Inc2024-12-31Reduce
-0.09%
●
137.24 ($166.7) 194.56
$124.79
-25.14%
Reduce -2.68%
781,527
-21,534
FG 		F&G Annuities & Life Inc2024-12-31Reduce
-0.05%
●
40.1 ($44.06) 48.76
$34.46
-21.79%
Reduce -1.02%
5,400,441
-55,729
FNF 		Fidelity National Financial Inc2024-12-31Reduce
-0.05%
●
55.19 ($60.21) 63.83
$62.00
2.97%
Reduce -0.62%
5,973,131
-37,221
OMF 		OneMain Holdings Inc2024-12-31Add
+0.05%
●
45.27 ($51.94) 57.43
$46.60
-10.28%
Add 0.48%
7,437,670
35,448
LEN 		Lennar Corp2024-12-31Reduce
-0.03%
●
126.07 ($155.08) 174.88
$107.57
-30.64%
Reduce -0.36%
1,774,390
-6,462
ICLR 		Icon PLC2024-12-31New Buy
+0.02%
●
187.22 ($232.71) 297.72
$143.12
-38.50%
New holding
3,000
3,000
AM 		Antero Midstream Corp2024-12-31Add
+0.01%
●
14.22 ($15.22) 15.97
$16.67
9.53%
Add 1.79%
1,932,840
33,908
BAC 		Bank of America Corp2024-12-31Reduce
-0.01%
●
39.23 ($44.07) 47.77
$38.75
-12.07%
Reduce -35.51%
14,532
-8,000
COF 		Capital One Financial Corp2024-12-31New Buy
+0.01%
●
145.2 ($173.53) 192.01
$176.46
1.69%
New holding
1,500
1,500
MSFT 		Microsoft Corp2024-12-31Add
+0.01%
●
406.35 ($426.03) 454.46
$374.39
-12.12%
Add 142.86%
1,275
750
MPLX 		MPLX LP2024-12-31Reduce
-0.01%
●
43.77 ($46.56) 51.66
$51.17
9.90%
Reduce -0.33%
4,418,154
-14,812
DLTR 		Dollar Tree Inc2024-12-31Sold Out
-0.01%
●
61.21 ($68.62) 76.19
$83.43
21.58%
Sold Out
0
-7,126
TXN 		Texas Instruments Inc2024-12-31Sold Out
0%
●
184.47 ($199.85) 220.29
$152.15
-23.87%
Sold Out
0
-1,010
SPGI 		S&P Global Inc2024-12-31Sold Out
0%
●
480.36 ($507.32) 529
$470.23
-7.31%
Sold Out
0
-401
RYAAY 		Ryanair Holdings PLC2024-09-30Add
+4.66%
●
38.01 ($43.45) 48.58
$46.40
6.79%
Add 4012.83%
5,104,019
4,979,919
APO 		Apollo Global Management Inc2024-09-30Reduce
-3.93%
●
99.16 ($115.44) 125.81
$126.55
9.62%
Reduce -39.74%
2,277,466
-1,502,235
PRI 		Primerica Inc2024-09-30Reduce
-2.25%
●
233.01 ($252.55) 266.6
$257.09
1.80%
Reduce -22.74%
1,460,171
-429,842
FNF 		Fidelity National Financial Inc2024-09-30Reduce
-1.49%
●
48.08 ($56.12) 62.06
$62.00
10.48%
Reduce -18.42%
6,010,352
-1,357,181
SNX 		TD Synnex Corp2024-09-30Add
+0.93%
●
109.37 ($115.66) 122.34
$107.43
-7.12%
Add 11.25%
3,695,615
373,569
LEN 		Lennar Corp2024-09-30Add
+0.76%
●
142.5 ($173.06) 192.45
$107.57
-37.84%
Add 12.33%
1,780,852
195,540
FG 		F&G Annuities & Life Inc2024-09-30Reduce
-0.50%
●
37.08 ($41.39) 45.69
$34.46
-16.74%
Reduce -9.81%
5,456,170
-593,194
MPLX 		MPLX LP2024-09-30Add
+0.18%
●
40.44 ($42.73) 45.09
$51.17
19.75%
Add 4.66%
4,432,966
197,488
OMF 		OneMain Holdings Inc2024-09-30Add
+0.13%
●
43.27 ($48.06) 53.14
$46.60
-3.04%
Add 1.82%
7,402,222
132,045
ELV 		Elevance Health Inc2024-09-30Add
+0.09%
●
500.12 ($534.22) 562.29
$426.87
-20.09%
Add 0.51%
1,641,413
8,286
AM 		Antero Midstream Corp2024-09-30Reduce
-0.06%
●
13.39 ($14.57) 15.16
$16.67
14.41%
Reduce -9.15%
1,898,932
-191,357
AN 		AutoNation Inc2024-09-30Reduce
-0.02%
●
156.14 ($171.73) 190.72
$168.90
-1.65%
Reduce -0.71%
972,309
-6,926
DFS 		Discover Financial Services2024-09-30Reduce
-0.02%
●
123.41 ($134.51) 144.72
$178.69
32.85%
Reduce -0.18%
3,454,706
-6,266
ALLY 		Ally Financial Inc2024-09-30New Buy
+0.01%
●
32.67 ($40) 45.01
$32.06
-19.85%
New holding
10,000
10,000
DHI 		D.R. Horton Inc2024-09-30Reduce
-0.01%
●
135.21 ($175.74) 197.06
$124.79
-28.99%
Reduce -0.36%
803,061
-2,862
DLTR 		Dollar Tree Inc2024-09-30New Buy
+0.01%
●
63.56 ($91.18) 107.36
$83.43
-8.50%
New holding
7,126
7,126
AMAT 		Applied Materials Inc2024-09-30Sold Out
-0.01%
●
174.75 ($205.11) 254.97
$143.58
-30.00%
Sold Out
0
-961
AMZN 		Amazon.com Inc2024-09-30Reduce
0%
●
161.02 ($182.46) 200
$180.60
-1.02%
Reduce -36.36%
1,400
-800
HCA 		HCA Healthcare Inc2024-09-30Reduce
0%
●
315.12 ($366.12) 406.43
$335.98
-8.23%
Reduce -12.91%
3,373
-500
LAD 		Lithia Motors Inc2024-09-30Reduce
0%
●
243.05 ($278.77) 320.83
$278.29
-0.17%
Reduce -0.07%
854,551
-621
MA 		Mastercard Inc2024-09-30New Buy
0%
●
429.6 ($465.04) 500.99
$530.01
13.97%
New holding
422
422
MCO 		Moodys Corp2024-09-30New Buy
0%
●
421.49 ($463.45) 494.66
$430.77
-7.05%
New holding
471
471
SPGI 		S&P Global Inc2024-09-30New Buy
0%
●
446.32 ($494.89) 527.38
$470.23
-4.98%
New holding
401
401
TXN 		Texas Instruments Inc2024-09-30New Buy
0%
●
181.19 ($200.96) 214.34
$152.15
-24.29%
New holding
1,010
1,010
UNH 		UnitedHealth Group Inc2024-09-30Reduce
0%
●
488.01 ($565.61) 604.18
$427.96
-24.34%
Reduce -18.2%
499
-111
JPM 		JPMorgan Chase & Co2024-06-30Reduce
-5.42%
●
180.08 ($195.5) 204.79
$240.88
23.21%
Reduce -99.57%
5,643
-1,292,985
FNF 		Fidelity National Financial Inc2024-06-30Reduce
-1.90%
●
47.02 ($50.34) 52.95
$62.00
23.16%
Reduce -18.83%
7,367,533
-1,709,198
LEN 		Lennar Corp2024-06-30Add
+1.90%
●
148.72 ($157.18) 170.85
$107.57
-31.56%
Add 56.27%
1,585,312
570,871
MPLX 		MPLX LP2024-06-30Add
+1.14%
●
39.66 ($41.17) 42.59
$51.17
24.29%
Add 39.99%
4,235,478
1,209,869
SNX 		TD Synnex Corp2024-06-30Add
+0.67%
●
111.7 ($122.19) 132.85
$107.43
-12.08%
Add 8.53%
3,322,046
260,963
PRI 		Primerica Inc2024-06-30Reduce
-0.66%
●
210.09 ($226.78) 252
$257.09
13.37%
Reduce -6.21%
1,890,013
-125,039
OMF 		OneMain Holdings Inc2024-06-30Add
+0.64%
●
46.72 ($49.15) 52.11
$46.60
-5.19%
Add 8.96%
7,270,177
597,913
LAD 		Lithia Motors Inc2024-06-30Add
+0.49%
●
246.33 ($261.76) 295.77
$278.29
6.31%
Add 11.42%
855,172
87,671
DFS 		Discover Financial Services2024-06-30Add
+0.44%
●
119.57 ($124.65) 130.81
$178.69
43.35%
Add 4.56%
3,460,972
150,895
LPX 		Louisiana-Pacific Corp2024-06-30Sold Out
-0.39%
●
72.02 ($83.52) 93.62
$84.56
1.25%
Sold Out
0
-224,598
AN 		AutoNation Inc2024-06-30Add
+0.15%
●
152.33 ($163.18) 170.96
$168.90
3.51%
Add 4.42%
979,235
41,472
ELV 		Elevance Health Inc2024-06-30Reduce
-0.14%
●
497.49 ($528.58) 547.8
$426.87
-19.24%
Reduce -0.77%
1,633,127
-12,710
RYAAY 		Ryanair Holdings PLC2024-06-30Add
+0.11%
●
45.06 ($52) 59.43
$46.40
-10.77%
Add 660.65%
124,100
43,114
APO 		Apollo Global Management Inc2024-06-30Reduce
-0.06%
●
107.3 ($113.47) 118.77
$126.55
11.53%
Reduce -0.65%
3,779,701
-24,683
FG 		F&G Annuities & Life Inc2024-06-30Reduce
-0.03%
●
35.11 ($39.18) 42.76
$34.46
-12.05%
Reduce -0.63%
6,049,364
-38,519
AM 		Antero Midstream Corp2024-06-30Reduce
-0.02%
●
13.59 ($14.35) 15.02
$16.67
16.17%
Reduce -2.74%
2,090,289
-58,840
DHI 		D.R. Horton Inc2024-06-30Reduce
-0.01%
●
139.4 ($146.91) 161.88
$124.79
-15.06%
Reduce -0.52%
805,923
-4,213
WFC 		Wells Fargo & Co2024-06-30Sold Out
-0.01%
●
56.41 ($59.04) 62.34
$67.94
15.07%
Sold Out
0
-5,250
AMAT 		Applied Materials Inc2024-06-30New Buy
+0.01%
●
189.46 ($214.68) 247.83
$143.58
-33.12%
New holding
961
961
AMZN 		Amazon.com Inc2024-06-30Reduce
0%
●
173.67 ($183.7) 197.85
$180.60
-1.69%
Reduce -18.52%
2,200
-500
MA 		Mastercard Inc2024-06-30Sold Out
0%
●
441.1 ($455.54) 479.43
$530.01
16.35%
Sold Out
0
-422
SNX 		TD Synnex Corp2024-03-31New Buy
+7.24%
●
99.14 ($103.88) 116
$107.43
3.42%
New holding
3,061,083
3,061,083
RJF 		Raymond James Financial Inc2024-03-31Sold Out
-5.69%
●
109.13 ($116.53) 128.42
$135.33
16.13%
Sold Out
0
-2,137,186
AN 		AutoNation Inc2024-03-31Add
+2.83%
●
135.73 ($147.13) 167.46
$168.90
14.80%
Add 665.93%
937,763
815,328
MPLX 		MPLX LP2024-03-31Add
+2.62%
●
36.67 ($38.77) 41.56
$51.17
31.98%
Add 17697.7%
3,025,609
3,008,609
DFS 		Discover Financial Services2024-03-31Add
+1.86%
●
97 ($114.62) 131.09
$178.69
55.90%
Add 25.71%
3,310,077
676,910
LEN 		Lennar Corp2024-03-31Add
+1.59%
●
145.07 ($155.26) 171.98
$107.57
-30.72%
Add 77.48%
1,014,441
442,874
APO 		Apollo Global Management Inc2024-03-31Reduce
-1.55%
●
91.33 ($105.53) 114.53
$126.55
19.92%
Reduce -15.52%
3,804,384
-698,937
ABG 		Asbury Automotive Group Inc2024-03-31Sold Out
-1.49%
●
202.23 ($212.3) 235.78
$219.31
3.30%
Sold Out
0
-278,367
JPM 		JPMorgan Chase & Co2024-03-31Reduce
-1.45%
●
167.09 ($180.44) 200.3
$240.88
33.50%
Reduce -21.59%
1,298,628
-357,530
ELV 		Elevance Health Inc2024-03-31Reduce
-1.25%
●
464.61 ($497.33) 519.96
$426.87
-14.17%
Reduce -6.31%
1,645,837
-110,816
PRI 		Primerica Inc2024-03-31Reduce
-0.48%
●
206.01 ($236.5) 256.18
$257.09
8.71%
Reduce -4.67%
2,015,052
-98,674
FNF 		Fidelity National Financial Inc2024-03-31Reduce
-0.45%
●
48.03 ($50.39) 53.1
$62.00
23.04%
Reduce -3.95%
9,076,731
-373,593
LAD 		Lithia Motors Inc2024-03-31Reduce
-0.44%
●
281.43 ($295.59) 324.78
$278.29
-5.85%
Reduce -6.85%
767,501
-56,481
OMF 		OneMain Holdings Inc2024-03-31Add
+0.27%
●
43.91 ($47.76) 51.09
$46.60
-2.43%
Add 3.98%
6,672,264
255,464
DHI 		D.R. Horton Inc2024-03-31Add
+0.15%
●
139.21 ($149.91) 164.55
$124.79
-16.76%
Add 5.57%
810,136
42,778
FG 		F&G Annuities & Life Inc2024-03-31Reduce
-0.14%
●
35.99 ($41.83) 47.54
$34.46
-17.62%
Reduce -2.08%
6,087,883
-129,211
AM 		Antero Midstream Corp2024-03-31Reduce
-0.02%
●
11.68 ($12.79) 14.06
$16.67
30.34%
Reduce -3.42%
2,149,129
-76,131
LPX 		Louisiana-Pacific Corp2024-03-31Reduce
-0.01%
●
65.28 ($71.88) 83.91
$84.56
17.64%
Reduce -2.24%
224,598
-5,141
MA 		Mastercard Inc2024-03-31New Buy
0%
●
418.77 ($457.15) 488.64
$530.01
15.94%
New holding
422
422
MSFT 		Microsoft Corp2024-03-31Reduce
0%
●
367.75 ($404.82) 429.37
$374.39
-7.52%
Reduce -48.78%
525
-500
KEY 		KeyCorp2024-03-31Sold Out
0%
●
13.2 ($14.44) 15.81
$14.52
0.55%
Sold Out
0
-10,000
APO 		Apollo Global Management Inc2023-12-31Reduce
-5.13%
●
77.44 ($88.29) 94.76
$126.55
43.33%
Reduce -33.68%
4,503,321
-2,286,975
URI 		United Rentals Inc2023-12-31Sold Out
-4.65%
●
399.02 ($471.7) 580.47
$589.21
24.91%
Sold Out
0
-418,615
ELV 		Elevance Health Inc2023-12-31Add
+1.45%
●
433.51 ($462.41) 488.06
$426.87
-7.69%
Add 7.93%
1,756,653
129,055
OMF 		OneMain Holdings Inc2023-12-31Add
+1.31%
●
35.12 ($40.79) 49.85
$46.60
14.24%
Add 21.1%
6,416,800
1,118,166
LEN 		Lennar Corp2023-12-31Reduce
-1.24%
●
103.07 ($124.42) 154.81
$107.57
-13.54%
Reduce -43.63%
571,567
-442,371
DHI 		D.R. Horton Inc2023-12-31Reduce
-1.19%
●
100.66 ($123.13) 153.13
$124.79
1.35%
Reduce -36.57%
767,358
-442,429
DFS 		Discover Financial Services2023-12-31Add
+0.68%
●
80.49 ($92.44) 112.57
$178.69
93.30%
Add 10.58%
2,633,167
251,909
LAD 		Lithia Motors Inc2023-12-31Reduce
-0.43%
●
234.38 ($274.37) 329.28
$278.29
1.43%
Reduce -6.67%
823,982
-58,926
FG 		F&G Annuities & Life Inc2023-12-31Reduce
-0.33%
●
26.44 ($37.29) 47.42
$34.46
-7.59%
Reduce -7.07%
6,217,094
-472,822
FNF 		Fidelity National Financial Inc2023-12-31Reduce
-0.05%
●
37.37 ($43.53) 51.37
$62.00
42.43%
Reduce -0.48%
9,450,324
-45,848
JPM 		JPMorgan Chase & Co2023-12-31Reduce
-0.03%
●
135.69 ($151.54) 170.3
$240.88
58.95%
Reduce -0.44%
1,656,158
-7,382
100/Page
Total 169
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