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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 · 2024Q2
27 positions
1
E
ELVANTHEM INC
Healthcare·Healthcare Plans
19.61%
of portfolio
Number of shares
1,633,127 sh
Holdings current value
$884.93M
Avg closing price
$441.36
-21.5%
Last action
Trimmed 26.3%
2025Q4
Current $346.29
2
D
DFSEURDISCOVER FINL SVCS
10.03%
of portfolio
Number of shares
3,460,972 sh
Holdings current value
$452.73M
Avg closing price
$131.08
Last action
Exited
2025Q2
Current —
3
P
PRIPRIMERICA INC
Financial Services·Insurance - Life
9.91%
of portfolio
Number of shares
1,890,013 sh
Holdings current value
$447.14M
Avg closing price
$253.15
+10.9%
Last action
Added 1.5%
2025Q4
Current $280.80
4
A
APOAPOLLO GLOBAL MGMT INC
Financial Services·Asset Management
9.89%
of portfolio
Number of shares
3,779,701 sh
Holdings current value
$446.27M
Avg closing price
$112.45
+11.0%
Last action
Exited
2024Q4
Current $124.77
5
S
SNXTD SYNNEX CORPORATION
Technology·Electronics & Computer Distribution
8.50%
of portfolio
Number of shares
3,322,046 sh
Holdings current value
$383.36M
Avg closing price
$114.33
+94.9%
Last action
Trimmed 3.3%
2025Q4
Current $222.83
6
F
FNFFIDELITY NATIONAL FINANCIAL
Financial Services·Insurance - Specialty
8.07%
of portfolio
Number of shares
7,367,533 sh
Holdings current value
$364.10M
Avg closing price
$53.12
-3.0%
Last action
Added 0.4%
2025Q4
Current $51.54
7
O
OMFONEMAIN HLDGS INC
Financial Services·Credit Services
7.81%
of portfolio
Number of shares
7,270,177 sh
Holdings current value
$352.53M
Avg closing price
$51.23
+15.2%
Last action
Trimmed 0.8%
2025Q4
Current $59.00
8
L
LENLENNAR CORP
Consumer Cyclical·Residential Construction
5.27%
of portfolio
Number of shares
1,585,312 sh
Holdings current value
$237.59M
Avg closing price
$147.68
-36.2%
Last action
Added 34.4%
2025Q4
Current $94.18
9
F
FGF&G ANNUITIES & LIFE INC
Financial Services·Insurance - Life
5.10%
of portfolio
Number of shares
6,049,364 sh
Holdings current value
$230.18M
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
4.78%
of portfolio
Number of shares
855,172 sh
Holdings current value
$215.89M
Avg closing price
$295.90
-6.6%
Last action
Exited
2025Q2
Current $276.39
11
M
MPLXMPLX LPMLP
Energy·Oil & Gas Midstream
4.00%
of portfolio
Number of shares
4,235,478 sh
Holdings current value
$180.39M
Avg closing price
$42.33
+31.4%
Last action
Added 0.2%
2025Q4
Current $55.61
12
A
ANAUTONATION INC
Consumer Cyclical·Auto & Truck Dealerships
3.46%
of portfolio
Number of shares
979,235 sh
Holdings current value
$156.07M
Avg closing price
$177.21
+14.5%
Last action
Added 52.9%
2025Q4
Current $202.97
13
D
DHID R HORTON INC
Consumer Cyclical·Residential Construction
2.52%
of portfolio
Number of shares
805,923 sh
Holdings current value
$113.58M
Avg closing price
$152.02
+8.0%
Last action
Trimmed 0.8%
2025Q4
Current $164.22
14
A
AMANTERO MIDSTREAM CORP
Energy·Oil & Gas Midstream
0.68%
of portfolio
Number of shares
2,090,289 sh
Holdings current value
$30.81M
Avg closing price
$14.08
+51.9%
Last action
Trimmed 0.8%
2025Q4
Current $21.38
15
R
RYAAYRYANAIR HOLDINGS PLCADR
Industrials·Airlines
0.13%
of portfolio
Number of shares
49,640 sh
Holdings current value
$5.78M
Avg closing price
$45.70
+24.5%
Last action
Trimmed 95.4%
2025Q4
Current $56.88
16
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.09%
of portfolio
Number of shares
21,858 sh
Holdings current value
$3.98M
Avg closing price
$150.93
+124.5%
Last action
Trimmed 6.8%
2025Q4
Current $338.89
17
H
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
0.03%
of portfolio
Number of shares
3,873 sh
Holdings current value
$1.24M
Avg closing price
$358.80
+32.1%
Last action
Added 106.8%
2025Q2
Current $474.03
18
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.03%
of portfolio
Number of shares
31,094 sh
Holdings current value
$1.22M
Avg closing price
$43.35
-27.0%
Last action
—
Current $31.64
19
J
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.03%
of portfolio
Number of shares
5,643 sh
Holdings current value
$1.14M
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
0.02%
of portfolio
Number of shares
22,532 sh
Holdings current value
$896.1K
Avg closing price
$42.17
+24.4%
Last action
Added 113.9%
2025Q2
Current $52.47
21
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.02%
of portfolio
Number of shares
3,790 sh
Holdings current value
$695.2K
Avg closing price
$152.26
+121.8%
Last action
—
Current $337.75
22
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
0.01%
of portfolio
Number of shares
2,200 sh
Holdings current value
$425.1K
Avg closing price
$180.38
+41.4%
Last action
Trimmed 26.7%
2024Q3
Current $255.08
23
P
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
0.01%
of portfolio
Number of shares
1,746 sh
Holdings current value
$362.7K
Avg closing price
$206.82
-0.7%
Last action
—
Current $205.33
24
U
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
0.01%
of portfolio
Number of shares
610 sh
Holdings current value
$310.6K
Avg closing price
$372.80
-4.9%
Last action
Exited
2025Q3
Current $354.56
25
M
MARMARRIOTT INTL INC NEW
Consumer Cyclical·Lodging
0.01%
of portfolio
Number of shares
1,194 sh
Holdings current value
$288.7K
Avg closing price
$252.31
+45.9%
Last action
—
Current $368.24
26
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
0.01%
of portfolio
Number of shares
525 sh
Holdings current value
$234.6K
Avg closing price
$421.18
-1.3%
Last action
Trimmed 58.8%
2025Q2
Current $415.75
27
A
AMATAPPLIED MATLS INC
Technology·Semiconductor Equipment & Materials
0.01%
of portfolio
Number of shares
961 sh
Holdings current value
$226.8K
Avg closing price
$235.99
+71.2%
Last action
New holding
2025Q4
Current $403.91

Portfolio heatmap

Box size = % of portfolio · color = return since filing
ELV
19.61% · -36.1%
DFSEUR
10.03%
PRI
9.91% · +18.7%
APO
9.89% · +5.7%
SNX
8.50% · +93.1%
FNF
8.07% · +4.3%
OMF
7.81% · +21.7%
LEN
5.27% · -37.2%
FG
5.10% · -28.0%
LAD
4.78% · +9.5%
MPLX
4.00% · +30.6%
AN
3.46% · +27.3%
DHI
2.52% · +16.5%
AM
0.68% · +45.0%
RYAAY
0.13% · -51.2%
GOOGL
0.09% · +86.0%
HCA
0.03% · +47.5%
CMCSA
0.03% · -19.2%
JPM
0.03% · +54.1%
BAC
0.02% · +31.9%
GOOG
0.02% · +84.1%
AMZN
0.01% · +32.0%
PGR
0.01% · -1.1%
UNH
0.01% · -30.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services8 pos$1.84B45.4%
  • Healthcare3 pos$886.5M21.8%
  • Consumer Cyclical6 pos$723.8M17.8%
  • Technology3 pos$383.8M9.5%
  • Energy2 pos$211.2M5.2%
  • Communication Services3 pos$5.9M0.1%
  • Industrials1 pos$5.8M0.1%
(10.0% unclassified, excluded from %)