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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Glenn Greenberg (Brave Warrior)
  • Overview
  • Portfolio33
  • Performance8Q
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  • Activity158
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Glenn Greenberg

Brave Warrior
Share
  • Hedge Fund · CIK 0001553733
  • Financials-Focused
  • Mid-Size Fund

Glenn Greenberg runs Brave Warrior, a hedge fund overseeing $4.27B in disclosed equity holdings (SEC CIK 0001553733). The latest portfolio (2025Q4) discloses 33 positions across 8 sectors, with the largest positions in OMF, SNX and ELV. On a mark-to-market basis the tracked portfolio has returned 5.9% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Glenn's filingsView holdings↓
Portfolio
$4.27B
Positions
33
Quarter
2025Q4
Filings tracked
8
Since filing+5.9%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1

Holdings

Sorted by value · 2025Q4
33 positions
1
O
OMFONEMAIN HLDGS INC
Financial Services·Credit Services
12.25%
of portfolio
Number of shares
7,739,293 sh
Holdings current value
$522.79M
Avg closing price
$51.23
+15.2%
Last action
Trimmed 0.7%
2025Q4
Current $59.00
2
S
SNXTD SYNNEX CORPORATION
Technology·Electronics & Computer Distribution
11.13%
of portfolio
Number of shares
3,163,239 sh
Holdings current value
$475.21M
Avg closing price
$114.33
+94.9%
Last action
Trimmed 3.4%
2025Q4
Current $222.83
3
E
ELVANTHEM INC
Healthcare·Healthcare Plans
10.28%
of portfolio
Number of shares
1,251,803 sh
Holdings current value
$438.82M
Avg closing price
$441.36
-21.5%
Last action
Trimmed 31.7%
2025Q4
Current $346.29
4
S
SLMSLM CORP
Financial Services·Credit Services
8.13%
of portfolio
Number of shares
12,831,965 sh
Holdings current value
$347.23M
Avg closing price
$29.30
-20.1%
Last action
Added 10.1%
2025Q4
Current $23.42
5
A
ANAUTONATION INC
Consumer Cyclical·Auto & Truck Dealerships
7.51%
of portfolio
Number of shares
1,552,741 sh
Holdings current value
$320.61M
Avg closing price
$177.21
+14.5%
Last action
Added 27.9%
2025Q4
Current $202.97
6
M
MRPMILLROSE PPTYS INCREIT
Real Estate·REIT - Residential
6.02%
of portfolio
Number of shares
8,600,224 sh
Holdings current value
$256.89M
Avg closing price
$27.77
+9.8%
Last action
Added 60.0%
2025Q4
Current $30.49
7
L
LENLENNAR CORP
Consumer Cyclical·Residential Construction
5.81%
of portfolio
Number of shares
2,411,414 sh
Holdings current value
$247.89M
Avg closing price
$147.68
-36.2%
Last action
Added 20.2%
2025Q4
Current $94.18
8
B
BLDRBUILDERS FIRSTSOURCE INC
Industrials·Building Products & Equipment
5.73%
of portfolio
Number of shares
2,379,145 sh
Holdings current value
$244.79M
Avg closing price
$117.62
-23.4%
Last action
Added 31.8%
2025Q4
Current $90.14
9
C
COFCAPITAL ONE FINL CORP
Financial Services·Credit Services
5.73%
of portfolio
Number of shares
1,008,862 sh
Holdings current value
$244.51M
Avg closing price
$203.03
-3.2%
Last action
Added 4.6%
2025Q4
Current $196.63
10
M
MPLXMPLX LPMLP
Energy·Oil & Gas Midstream
5.59%
of portfolio
Number of shares
4,474,115 sh
Holdings current value
$238.78M
Avg closing price
$42.33
+31.4%
Last action
Added 0.1%
2025Q4
Current $55.61
11
R
RYAAYRYANAIR HOLDINGS PLCADR
Industrials·Airlines
5.17%
of portfolio
Number of shares
3,056,698 sh
Holdings current value
$220.66M
Avg closing price
$45.70
+24.5%
Last action
Trimmed 25.2%
2025Q4
Current $56.88
12
P
PRIPRIMERICA INC
Financial Services·Insurance - Life
4.72%
of portfolio
Number of shares
780,125 sh
Holdings current value
$201.55M
Avg closing price
$253.15
+10.9%
Last action
Added 3.6%
2025Q4
Current $280.80
13
F
FNFFIDELITY NATIONAL FINANCIAL
Financial Services·Insurance - Specialty
4.50%
of portfolio
Number of shares
3,519,089 sh
Holdings current value
$192.11M
Avg closing price
$53.12
-3.0%
Last action
Added 0.9%
2025Q4
Current $51.54
14
F
FGF&G ANNUITIES & LIFE INC
Financial Services·Insurance - Life
3.89%
of portfolio
Number of shares
5,377,029 sh
Holdings current value
$165.88M
Avg closing price
$40.26
-32.0%
Last action
Added 3.0%
2025Q4
Current $27.39
15
D
DHID R HORTON INC
Consumer Cyclical·Residential Construction
2.37%
of portfolio
Number of shares
701,822 sh
Holdings current value
$101.08M
Avg closing price
$152.02
+8.0%
Last action
Trimmed 1.0%
2025Q4
Current $164.22
16
A
AMANTERO MIDSTREAM CORP
Energy·Oil & Gas Midstream
0.77%
of portfolio
Number of shares
1,847,972 sh
Holdings current value
$32.88M
Avg closing price
$14.08
+51.9%
Last action
Trimmed 0.9%
2025Q4
Current $21.38
17
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.15%
of portfolio
Number of shares
20,258 sh
Holdings current value
$6.34M
Avg closing price
$150.93
+124.5%
Last action
Trimmed 7.3%
2025Q4
Current $338.89
18
H
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
0.04%
of portfolio
Number of shares
3,923 sh
Holdings current value
$1.83M
Avg closing price
$358.80
+32.1%
Last action
Added 104.0%
2025Q2
Current $474.03
19
J
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.04%
of portfolio
Number of shares
5,643 sh
Holdings current value
$1.82M
Avg closing price
$200.30
+55.6%
Last action
Trimmed 99.6%
2024Q2
Current $311.69
20
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
0.03%
of portfolio
Number of shares
26,532 sh
Holdings current value
$1.46M
Avg closing price
$42.17
+24.4%
Last action
Added 82.6%
2025Q2
Current $52.47
21
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.03%
of portfolio
Number of shares
3,790 sh
Holdings current value
$1.19M
Avg closing price
$152.26
+121.8%
Last action
—
Current $337.75
22
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.02%
of portfolio
Number of shares
31,094 sh
Holdings current value
$929.4K
Avg closing price
$43.35
-27.0%
Last action
—
Current $31.64
23
U
USBUS BANCORP DEL
Financial Services·Banks - Regional
0.02%
of portfolio
Number of shares
15,000 sh
Holdings current value
$800.4K
Avg closing price
$45.25
+25.1%
Last action
New holding
2025Q2
Current $56.63
24
P
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
0.01%
of portfolio
Number of shares
1,746 sh
Holdings current value
$397.6K
Avg closing price
$206.82
-0.7%
Last action
—
Current $205.33
25
M
MARMARRIOTT INTL INC NEW
Consumer Cyclical·Lodging
0.01%
of portfolio
Number of shares
1,194 sh
Holdings current value
$370.4K
Avg closing price
$252.31
+45.9%
Last action
—
Current $368.24
26
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
0.01%
of portfolio
Number of shares
1,400 sh
Holdings current value
$323.1K
Avg closing price
$180.38
+41.4%
Last action
Trimmed 36.4%
2024Q3
Current $255.08
27
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
0.01%
of portfolio
Number of shares
525 sh
Holdings current value
$253.9K
Avg closing price
$421.18
-1.3%
Last action
Trimmed 58.8%
2025Q2
Current $415.75
28
A
AMATAPPLIED MATLS INC
Technology·Semiconductor Equipment & Materials
0.01%
of portfolio
Number of shares
961 sh
Holdings current value
$247.0K
Avg closing price
$235.99
+71.2%
Last action
New holding
2025Q4
Current $403.91
29
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.01%
of portfolio
Number of shares
422 sh
Holdings current value
$240.9K
Avg closing price
$481.57
+4.3%
Last action
New holding
2024Q3
Current $502.38
30
M
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.01%
of portfolio
Number of shares
471 sh
Holdings current value
$240.6K
Avg closing price
$474.59
-4.7%
Last action
New holding
2024Q3
Current $452.35
31
M
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
0.01%
of portfolio
Number of shares
338 sh
Holdings current value
$223.1K
Avg closing price
$738.09
-10.7%
Last action
New holding
2025Q2
Current $659.15
32
V
VVISA INC
Financial Services·Credit Services
0.01%
of portfolio
Number of shares
618 sh
Holdings current value
$216.7K
Avg closing price
$350.46
-11.9%
Last action
New holding
2025Q1
Current $308.88
33
S
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
0.00%
of portfolio
Number of shares
401 sh
Holdings current value
$209.6K
Avg closing price
$516.62
-15.0%
Last action
New holding
2025Q4
Current $439.03

Portfolio heatmap

Box size = % of portfolio · color = return since filing
OMF
12.25% · -12.7%
SNX
11.13% · +48.3%
ELV
10.28% · -1.2%
SLM
8.13% · -13.5%
AN
7.51% · -1.7%
MRP
6.02% · +2.1%
LEN
5.81% · -8.4%
BLDR
5.73% · -12.4%
COF
5.73% · -18.9%
MPLX
5.59% · +4.2%
RYAAY
5.17% · -21.2%
PRI
4.72% · +8.7%
FNF
4.50% · -5.6%
FG
3.89% · -11.2%
DHI
2.37% · +14.0%
AM
0.77% · +20.2%
GOOGL
0.15% · +8.3%
HCA
0.04% · +1.5%
JPM
0.04% · -3.3%
BAC
0.03% · -4.6%
GOOG
0.03% · +7.6%
CMCSA
0.02% · +5.9%
USB
0.02% · +6.1%
PGR
0.01% · -9.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services14 pos$1.68B39.3%
  • Consumer Cyclical5 pos$670.3M15.7%
  • Technology3 pos$475.7M11.1%
  • Industrials2 pos$465.5M10.9%
  • Healthcare2 pos$440.7M10.3%
  • Energy2 pos$271.7M6.4%
  • Real Estate1 pos$256.9M6.0%
  • Communication Services4 pos$8.7M0.2%