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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 · 2024Q3
32 positions
1
E
ELVANTHEM INC
Healthcare·Healthcare Plans
17.71%
of portfolio
Number of shares
1,641,413 sh
Holdings current value
$853.53M
Avg closing price
$441.36
-21.5%
Last action
Trimmed 26.2%
2025Q4
Current $346.29
2
D
DFSEURDISCOVER FINL SVCS
10.06%
of portfolio
Number of shares
3,454,706 sh
Holdings current value
$484.66M
Avg closing price
$131.08
Last action
Exited
2025Q2
Current —
3
S
SNXTD SYNNEX CORPORATION
Technology·Electronics & Computer Distribution
9.21%
of portfolio
Number of shares
3,695,615 sh
Holdings current value
$443.77M
Avg closing price
$114.33
+94.9%
Last action
Trimmed 2.9%
2025Q4
Current $222.83
4
P
PRIPRIMERICA INC
Financial Services·Insurance - Life
8.03%
of portfolio
Number of shares
1,460,171 sh
Holdings current value
$387.16M
Avg closing price
$253.15
+10.9%
Last action
Added 1.9%
2025Q4
Current $280.80
5
F
FNFFIDELITY NATIONAL FINANCIAL
Financial Services·Insurance - Specialty
7.74%
of portfolio
Number of shares
6,010,352 sh
Holdings current value
$373.00M
Avg closing price
$53.12
-3.0%
Last action
Added 0.5%
2025Q4
Current $51.54
6
O
OMFONEMAIN HLDGS INC
Financial Services·Credit Services
7.23%
of portfolio
Number of shares
7,402,222 sh
Holdings current value
$348.42M
Avg closing price
$51.23
+15.2%
Last action
Trimmed 0.7%
2025Q4
Current $59.00
7
L
LENLENNAR CORP
Consumer Cyclical·Residential Construction
6.93%
of portfolio
Number of shares
1,780,852 sh
Holdings current value
$333.87M
Avg closing price
$147.68
-36.2%
Last action
Added 29.5%
2025Q4
Current $94.18
8
A
APOAPOLLO GLOBAL MGMT INC
Financial Services·Asset Management
5.90%
of portfolio
Number of shares
2,277,466 sh
Holdings current value
$284.48M
Avg closing price
$112.45
+11.0%
Last action
Exited
2024Q4
Current $124.77
9
L
LADLITHIA MTRS INC
Consumer Cyclical·Auto & Truck Dealerships
5.63%
of portfolio
Number of shares
854,551 sh
Holdings current value
$271.44M
Avg closing price
$295.90
-6.6%
Last action
Exited
2025Q2
Current $276.39
10
F
FGF&G ANNUITIES & LIFE INC
Financial Services·Insurance - Life
5.06%
of portfolio
Number of shares
5,456,170 sh
Holdings current value
$244.00M
Avg closing price
$40.26
-32.0%
Last action
Added 3.0%
2025Q4
Current $27.39
11
R
RYAAYRYANAIR HOLDINGS PLCADR
Industrials·Airlines
4.78%
of portfolio
Number of shares
5,104,019 sh
Holdings current value
$230.60M
Avg closing price
$45.70
+24.5%
Last action
Trimmed 16.8%
2025Q4
Current $56.88
12
M
MPLXMPLX LPMLP
Energy·Oil & Gas Midstream
4.09%
of portfolio
Number of shares
4,432,966 sh
Holdings current value
$197.09M
Avg closing price
$42.33
+31.4%
Last action
Added 0.2%
2025Q4
Current $55.61
13
A
ANAUTONATION INC
Consumer Cyclical·Auto & Truck Dealerships
3.61%
of portfolio
Number of shares
972,309 sh
Holdings current value
$173.97M
Avg closing price
$177.21
+14.5%
Last action
Added 53.5%
2025Q4
Current $202.97
14
D
DHID R HORTON INC
Consumer Cyclical·Residential Construction
3.18%
of portfolio
Number of shares
803,061 sh
Holdings current value
$153.20M
Avg closing price
$152.02
+8.0%
Last action
Trimmed 0.8%
2025Q4
Current $164.22
15
A
AMANTERO MIDSTREAM CORP
Energy·Oil & Gas Midstream
0.59%
of portfolio
Number of shares
1,898,932 sh
Holdings current value
$28.58M
Avg closing price
$14.08
+51.9%
Last action
Trimmed 0.9%
2025Q4
Current $21.38
16
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.08%
of portfolio
Number of shares
21,858 sh
Holdings current value
$3.63M
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
3,373 sh
Holdings current value
$1.37M
Avg closing price
$358.80
+32.1%
Last action
Added 145.7%
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
$1.30M
Avg closing price
$43.35
-27.0%
Last action
—
Current $31.64
19
J
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.02%
of portfolio
Number of shares
5,643 sh
Holdings current value
$1.19M
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
$894.1K
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
0.01%
of portfolio
Number of shares
3,790 sh
Holdings current value
$633.6K
Avg closing price
$152.26
+121.8%
Last action
—
Current $337.75
22
D
DLTRDOLLAR TREE INC
Consumer Defensive·Discount Stores
0.01%
of portfolio
Number of shares
7,126 sh
Holdings current value
$501.1K
Avg closing price
$70.32
+45.4%
Last action
Exited
2024Q4
Current $102.25
23
P
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
0.01%
of portfolio
Number of shares
1,746 sh
Holdings current value
$443.1K
Avg closing price
$206.82
-0.7%
Last action
—
Current $205.33
24
A
ALLYALLY FINL INC
Financial Services·Credit Services
0.01%
of portfolio
Number of shares
10,000 sh
Holdings current value
$355.9K
Avg closing price
$35.59
+26.5%
Last action
Exited
2025Q2
Current $45.02
25
M
MARMARRIOTT INTL INC NEW
Consumer Cyclical·Lodging
0.01%
of portfolio
Number of shares
1,194 sh
Holdings current value
$296.8K
Avg closing price
$252.31
+45.9%
Last action
—
Current $368.24
26
U
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
0.01%
of portfolio
Number of shares
499 sh
Holdings current value
$291.8K
Avg closing price
$372.80
-4.9%
Last action
Exited
2025Q3
Current $354.56
27
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
0.01%
of portfolio
Number of shares
1,400 sh
Holdings current value
$260.9K
Avg closing price
$180.38
+41.4%
Last action
Trimmed 36.4%
2024Q3
Current $255.08
28
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
0.00%
of portfolio
Number of shares
525 sh
Holdings current value
$225.9K
Avg closing price
$421.18
-1.3%
Last action
Trimmed 58.8%
2025Q2
Current $415.75
29
M
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.00%
of portfolio
Number of shares
471 sh
Holdings current value
$223.5K
Avg closing price
$474.59
-4.7%
Last action
New holding
2024Q3
Current $452.35
30
T
TXNTEXAS INSTRS INC
Technology·Semiconductors
0.00%
of portfolio
Number of shares
1,010 sh
Holdings current value
$208.6K
Avg closing price
$206.57
+36.6%
Last action
Exited
2025Q3
Current $282.23
31
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.00%
of portfolio
Number of shares
422 sh
Holdings current value
$208.4K
Avg closing price
$481.57
+4.3%
Last action
New holding
2024Q3
Current $502.38
32
S
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
0.00%
of portfolio
Number of shares
401 sh
Holdings current value
$207.2K
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
ELV
17.71% · -33.4%
DFSEUR
10.06%
SNX
9.21% · +85.6%
PRI
8.03% · +5.9%
FNF
7.74% · -17.0%
OMF
7.23% · +25.3%
LEN
6.93% · -49.8%
APO
5.90% · -0.1%
LAD
5.63% · -13.0%
FG
5.06% · -38.8%
RYAAY
4.78% · +25.9%
MPLX
4.09% · +25.1%
AN
3.61% · +13.4%
DHI
3.18% · -13.9%
AM
0.59% · +42.1%
GOOGL
0.08% · +104.3%
HCA
0.03% · +16.6%
CMCSA
0.03% · -24.3%
JPM
0.02% · +47.8%
BAC
0.02% · +32.2%
GOOG
0.01% · +102.0%
DLTR
0.01% · +45.4%
PGR
0.01% · -19.1%
ALLY
0.01% · +26.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services12 pos$1.64B37.8%
  • Consumer Cyclical6 pos$933.0M21.5%
  • Healthcare3 pos$855.2M19.7%
  • Technology3 pos$444.2M10.2%
  • Industrials1 pos$230.6M5.3%
  • Energy2 pos$225.7M5.2%
  • Communication Services3 pos$5.6M0.1%
  • Consumer Defensive1 pos$501K0.0%
(10.1% unclassified, excluded from %)