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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 · 2024Q4
30 positions
1
E
ELVANTHEM INC
Healthcare·Healthcare Plans
14.96%
of portfolio
Number of shares
1,629,977 sh
Holdings current value
$601.30M
Avg closing price
$441.36
-21.5%
Last action
Trimmed 26.3%
2025Q4
Current $346.29
2
S
SNXTD SYNNEX CORPORATION
Technology·Electronics & Computer Distribution
12.10%
of portfolio
Number of shares
4,147,172 sh
Holdings current value
$486.38M
Avg closing price
$114.33
+94.9%
Last action
Trimmed 2.6%
2025Q4
Current $222.83
3
D
DFSEURDISCOVER FINL SVCS
10.88%
of portfolio
Number of shares
2,523,965 sh
Holdings current value
$437.23M
Avg closing price
$131.08
Last action
Exited
2025Q2
Current —
4
O
OMFONEMAIN HLDGS INC
Financial Services·Credit Services
9.65%
of portfolio
Number of shares
7,437,670 sh
Holdings current value
$387.73M
Avg closing price
$51.23
+15.2%
Last action
Trimmed 0.7%
2025Q4
Current $59.00
5
F
FNFFIDELITY NATIONAL FINANCIAL
Financial Services·Insurance - Specialty
8.34%
of portfolio
Number of shares
5,973,131 sh
Holdings current value
$335.33M
Avg closing price
$53.12
-3.0%
Last action
Added 0.5%
2025Q4
Current $51.54
6
A
ANAUTONATION INC
Consumer Cyclical·Auto & Truck Dealerships
6.17%
of portfolio
Number of shares
1,461,213 sh
Holdings current value
$248.17M
Avg closing price
$177.21
+14.5%
Last action
Added 30.2%
2025Q4
Current $202.97
7
R
RYAAYRYANAIR HOLDINGS PLCADR
Industrials·Airlines
6.08%
of portfolio
Number of shares
5,604,258 sh
Holdings current value
$244.29M
Avg closing price
$45.70
+24.5%
Last action
Trimmed 15.5%
2025Q4
Current $56.88
8
L
LENLENNAR CORP
Consumer Cyclical·Residential Construction
6.02%
of portfolio
Number of shares
1,774,390 sh
Holdings current value
$241.97M
Avg closing price
$147.68
-36.2%
Last action
Added 29.7%
2025Q4
Current $94.18
9
P
PRIPRIMERICA INC
Financial Services·Insurance - Life
5.77%
of portfolio
Number of shares
853,864 sh
Holdings current value
$231.76M
Avg closing price
$253.15
+10.9%
Last action
Added 3.3%
2025Q4
Current $280.80
10
F
FGF&G ANNUITIES & LIFE INC
Financial Services·Insurance - Life
5.57%
of portfolio
Number of shares
5,400,441 sh
Holdings current value
$223.79M
Avg closing price
$40.26
-32.0%
Last action
Added 3.0%
2025Q4
Current $27.39
11
L
LADLITHIA MTRS INC
Consumer Cyclical·Auto & Truck Dealerships
5.45%
of portfolio
Number of shares
612,566 sh
Holdings current value
$218.95M
Avg closing price
$295.90
-6.6%
Last action
Exited
2025Q2
Current $276.39
12
M
MPLXMPLX LPMLP
Energy·Oil & Gas Midstream
5.26%
of portfolio
Number of shares
4,418,154 sh
Holdings current value
$211.45M
Avg closing price
$42.33
+31.4%
Last action
Added 0.2%
2025Q4
Current $55.61
13
D
DHID R HORTON INC
Consumer Cyclical·Residential Construction
2.72%
of portfolio
Number of shares
781,527 sh
Holdings current value
$109.27M
Avg closing price
$152.02
+8.0%
Last action
Trimmed 0.9%
2025Q4
Current $164.22
14
A
AMANTERO MIDSTREAM CORP
Energy·Oil & Gas Midstream
0.73%
of portfolio
Number of shares
1,932,840 sh
Holdings current value
$29.17M
Avg closing price
$14.08
+51.9%
Last action
Trimmed 0.9%
2025Q4
Current $21.38
15
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.10%
of portfolio
Number of shares
21,858 sh
Holdings current value
$4.14M
Avg closing price
$150.93
+124.5%
Last action
Trimmed 6.8%
2025Q4
Current $338.89
16
J
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.03%
of portfolio
Number of shares
5,643 sh
Holdings current value
$1.35M
Avg closing price
$200.30
+55.6%
Last action
Trimmed 99.6%
2024Q2
Current $311.69
17
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.03%
of portfolio
Number of shares
31,094 sh
Holdings current value
$1.17M
Avg closing price
$43.35
-27.0%
Last action
—
Current $31.64
18
H
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
0.03%
of portfolio
Number of shares
3,373 sh
Holdings current value
$1.01M
Avg closing price
$358.80
+32.1%
Last action
Added 145.7%
2025Q2
Current $474.03
19
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.02%
of portfolio
Number of shares
3,790 sh
Holdings current value
$721.8K
Avg closing price
$152.26
+121.8%
Last action
—
Current $337.75
20
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
0.02%
of portfolio
Number of shares
14,532 sh
Holdings current value
$638.7K
Avg closing price
$42.17
+24.4%
Last action
Added 473.9%
2025Q2
Current $52.47
21
G
G4705A100ICON PLC
0.02%
of portfolio
Number of shares
3,000 sh
Holdings current value
$629.1K
Avg closing price
$195.82
Last action
Exited
2025Q4
Current —
22
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
0.01%
of portfolio
Number of shares
1,275 sh
Holdings current value
$537.4K
Avg closing price
$421.18
-1.3%
Last action
Trimmed 37.0%
2025Q2
Current $415.75
23
P
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
0.01%
of portfolio
Number of shares
1,746 sh
Holdings current value
$418.4K
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
$360.1K
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
$333.1K
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
$307.1K
Avg closing price
$180.38
+41.4%
Last action
Trimmed 36.4%
2024Q3
Current $255.08
27
C
COFCAPITAL ONE FINL CORP
Financial Services·Credit Services
0.01%
of portfolio
Number of shares
1,500 sh
Holdings current value
$267.5K
Avg closing price
$203.03
-3.2%
Last action
Added
2025Q4
Current $196.63
28
U
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
0.01%
of portfolio
Number of shares
499 sh
Holdings current value
$252.4K
Avg closing price
$372.80
-4.9%
Last action
Exited
2025Q3
Current $354.56
29
M
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.01%
of portfolio
Number of shares
471 sh
Holdings current value
$223.0K
Avg closing price
$474.59
-4.7%
Last action
New holding
2024Q3
Current $452.35
30
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.01%
of portfolio
Number of shares
422 sh
Holdings current value
$222.2K
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
14.96% · -6.1%
SNX
12.10% · +90.0%
DFSEUR
10.88%
OMF
9.65% · +13.2%
FNF
8.34% · -8.2%
AN
6.17% · +19.5%
RYAAY
6.08% · +30.5%
LEN
6.02% · -30.9%
PRI
5.77% · +3.5%
FG
5.57% · -33.9%
LAD
5.45% · -22.7%
MPLX
5.26% · +16.2%
DHI
2.72% · +17.5%
AM
0.73% · +41.7%
GOOGL
0.10% · +79.0%
JPM
0.03% · +30.0%
CMCSA
0.03% · -15.7%
HCA
0.03% · +57.9%
GOOG
0.02% · +77.4%
BAC
0.02% · +19.4%
ICON PLC
0.02%
MSFT
0.01% · -1.4%
PGR
0.01% · -14.3%
ALLY
0.01% · +25.0%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services11 pos$1.18B33.0%
  • Consumer Cyclical6 pos$819.0M22.9%
  • Healthcare3 pos$602.6M16.8%
  • Technology2 pos$486.9M13.6%
  • Industrials1 pos$244.3M6.8%
  • Energy2 pos$240.6M6.7%
  • Communication Services3 pos$6.0M0.2%
(10.9% unclassified, excluded from %)