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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 · 2024Q1
29 positions
1
E
ELVANTHEM INC
Healthcare·Healthcare Plans
17.85%
of portfolio
Number of shares
1,645,837 sh
Holdings current value
$853.43M
Avg closing price
$441.36
-21.5%
Last action
Trimmed 26.1%
2025Q4
Current $346.29
2
P
PRIPRIMERICA INC
Financial Services·Insurance - Life
10.66%
of portfolio
Number of shares
2,015,052 sh
Holdings current value
$509.73M
Avg closing price
$253.15
+10.9%
Last action
Added 1.4%
2025Q4
Current $280.80
3
F
FNFFIDELITY NATIONAL FINANCIAL
Financial Services·Insurance - Specialty
10.08%
of portfolio
Number of shares
9,076,731 sh
Holdings current value
$481.97M
Avg closing price
$53.12
-3.0%
Last action
Added 0.3%
2025Q4
Current $51.54
4
D
DFSEURDISCOVER FINL SVCS
9.08%
of portfolio
Number of shares
3,310,077 sh
Holdings current value
$433.92M
Avg closing price
$131.08
Last action
Exited
2025Q2
Current —
5
A
APOAPOLLO GLOBAL MGMT INC
Financial Services·Asset Management
8.95%
of portfolio
Number of shares
3,804,384 sh
Holdings current value
$427.80M
Avg closing price
$112.45
+11.0%
Last action
Exited
2024Q4
Current $124.77
6
S
SNXTD SYNNEX CORPORATION
Technology·Electronics & Computer Distribution
7.24%
of portfolio
Number of shares
3,061,083 sh
Holdings current value
$346.21M
Avg closing price
$114.33
+94.9%
Last action
Trimmed 3.5%
2025Q4
Current $222.83
7
O
OMFONEMAIN HLDGS INC
Financial Services·Credit Services
7.13%
of portfolio
Number of shares
6,672,264 sh
Holdings current value
$340.89M
Avg closing price
$51.23
+15.2%
Last action
Trimmed 0.8%
2025Q4
Current $59.00
8
J
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
5.44%
of portfolio
Number of shares
1,298,628 sh
Holdings current value
$260.12M
Avg closing price
$200.30
+55.6%
Last action
Trimmed 49.9%
2024Q2
Current $311.69
9
F
FGF&G ANNUITIES & LIFE INC
Financial Services·Insurance - Life
5.16%
of portfolio
Number of shares
6,087,883 sh
Holdings current value
$246.86M
Avg closing price
$40.26
-32.0%
Last action
Added 2.7%
2025Q4
Current $27.39
10
L
LADLITHIA MTRS INC
Consumer Cyclical·Auto & Truck Dealerships
4.83%
of portfolio
Number of shares
767,501 sh
Holdings current value
$230.91M
Avg closing price
$295.90
-6.6%
Last action
Exited
2025Q2
Current $276.39
11
L
LENLENNAR CORP
Consumer Cyclical·Residential Construction
3.65%
of portfolio
Number of shares
1,014,441 sh
Holdings current value
$174.46M
Avg closing price
$147.68
-36.2%
Last action
Added 66.7%
2025Q4
Current $94.18
12
A
ANAUTONATION INC
Consumer Cyclical·Auto & Truck Dealerships
3.25%
of portfolio
Number of shares
937,763 sh
Holdings current value
$155.27M
Avg closing price
$177.21
+14.5%
Last action
Added 56.5%
2025Q4
Current $202.97
13
D
DHID R HORTON INC
Consumer Cyclical·Residential Construction
2.79%
of portfolio
Number of shares
810,136 sh
Holdings current value
$133.31M
Avg closing price
$152.02
+8.0%
Last action
Trimmed 0.8%
2025Q4
Current $164.22
14
M
MPLXMPLX LPMLP
Energy·Oil & Gas Midstream
2.63%
of portfolio
Number of shares
3,025,609 sh
Holdings current value
$125.74M
Avg closing price
$42.33
+31.4%
Last action
Added 0.2%
2025Q4
Current $55.61
15
A
AMANTERO MIDSTREAM CORP
Energy·Oil & Gas Midstream
0.63%
of portfolio
Number of shares
2,149,129 sh
Holdings current value
$30.22M
Avg closing price
$14.08
+51.9%
Last action
Trimmed 0.8%
2025Q4
Current $21.38
16
L
LPXLOUISIANA PAC CORP
Industrials·Building Products & Equipment
0.39%
of portfolio
Number of shares
224,598 sh
Holdings current value
$18.85M
Avg closing price
$83.91
-11.0%
Last action
Exited
2024Q2
Current $74.70
17
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.07%
of portfolio
Number of shares
21,858 sh
Holdings current value
$3.30M
Avg closing price
$150.93
+124.5%
Last action
Trimmed 6.8%
2025Q4
Current $338.89
18
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.03%
of portfolio
Number of shares
31,094 sh
Holdings current value
$1.35M
Avg closing price
$43.35
-27.0%
Last action
—
Current $31.64
19
H
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
0.03%
of portfolio
Number of shares
3,873 sh
Holdings current value
$1.29M
Avg closing price
$358.80
+32.1%
Last action
Added 106.8%
2025Q2
Current $474.03
20
R
RYAAYRYANAIR HOLDINGS PLCADR
Industrials·Airlines
0.02%
of portfolio
Number of shares
6,526 sh
Holdings current value
$950.1K
Avg closing price
$45.70
+24.5%
Last action
Trimmed 99.4%
2025Q4
Current $56.88
21
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
0.02%
of portfolio
Number of shares
22,532 sh
Holdings current value
$854.4K
Avg closing price
$42.17
+24.4%
Last action
Added 113.9%
2025Q2
Current $52.47
22
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.01%
of portfolio
Number of shares
3,790 sh
Holdings current value
$577.1K
Avg closing price
$152.26
+121.8%
Last action
—
Current $337.75
23
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
0.01%
of portfolio
Number of shares
2,700 sh
Holdings current value
$487.0K
Avg closing price
$180.38
+41.4%
Last action
Trimmed 22.9%
2024Q3
Current $255.08
24
P
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
0.01%
of portfolio
Number of shares
1,746 sh
Holdings current value
$361.1K
Avg closing price
$206.82
-0.7%
Last action
—
Current $205.33
25
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
0.01%
of portfolio
Number of shares
5,250 sh
Holdings current value
$304.3K
Avg closing price
$57.96
+38.9%
Last action
Exited
2024Q2
Current $80.51
26
U
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
0.01%
of portfolio
Number of shares
610 sh
Holdings current value
$301.8K
Avg closing price
$372.80
-4.9%
Last action
Exited
2025Q3
Current $354.56
27
M
MARMARRIOTT INTL INC NEW
Consumer Cyclical·Lodging
0.01%
of portfolio
Number of shares
1,194 sh
Holdings current value
$301.3K
Avg closing price
$252.31
+45.9%
Last action
—
Current $368.24
28
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
0.00%
of portfolio
Number of shares
525 sh
Holdings current value
$220.9K
Avg closing price
$421.18
-1.3%
Last action
Trimmed 58.8%
2025Q2
Current $415.75
29
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.00%
of portfolio
Number of shares
422 sh
Holdings current value
$203.2K
Avg closing price
$481.57
+4.3%
Last action
New holding
2024Q3
Current $502.38

Portfolio heatmap

Box size = % of portfolio · color = return since filing
ELV
17.85% · -33.2%
PRI
10.66% · +11.0%
FNF
10.08% · -2.9%
DFSEUR
9.08%
APO
8.95% · +11.0%
SNX
7.24% · +97.0%
OMF
7.13% · +15.5%
JPM
5.44% · +55.6%
FG
5.16% · -32.5%
LAD
4.83% · -8.1%
LEN
3.65% · -45.2%
AN
3.25% · +22.6%
DHI
2.79% · -0.2%
MPLX
2.63% · +33.8%
AM
0.63% · +52.1%
LPX
0.39% · -11.0%
GOOGL
0.07% · +124.5%
CMCSA
0.03% · -27.0%
HCA
0.03% · +42.1%
RYAAY
0.02% · -60.9%
BAC
0.02% · +38.4%
GOOG
0.01% · +121.8%
AMZN
0.01% · +41.4%
PGR
0.01% · -0.7%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services10 pos$2.27B52.2%
  • Healthcare3 pos$855.0M19.7%
  • Consumer Cyclical6 pos$694.7M16.0%
  • Technology2 pos$346.4M8.0%
  • Energy2 pos$156.0M3.6%
  • Industrials2 pos$19.8M0.5%
  • Communication Services3 pos$5.2M0.1%
(9.1% unclassified, excluded from %)