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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)
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  • 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 · 2025Q1
35 positions
1
E
ELVANTHEM INC
Healthcare·Healthcare Plans
15.72%
of portfolio
Number of shares
1,577,570 sh
Holdings current value
$686.18M
Avg closing price
$441.36
-21.5%
Last action
Trimmed 27.0%
2025Q4
Current $346.29
2
S
SNXTD SYNNEX CORPORATION
Technology·Electronics & Computer Distribution
9.71%
of portfolio
Number of shares
4,076,466 sh
Holdings current value
$423.79M
Avg closing price
$114.33
+94.9%
Last action
Trimmed 2.7%
2025Q4
Current $222.83
3
O
OMFONEMAIN HLDGS INC
Financial Services·Credit Services
8.22%
of portfolio
Number of shares
7,343,636 sh
Holdings current value
$358.96M
Avg closing price
$51.23
+15.2%
Last action
Trimmed 0.7%
2025Q4
Current $59.00
4
S
SLMSLM CORP
Financial Services·Credit Services
6.36%
of portfolio
Number of shares
9,455,374 sh
Holdings current value
$277.70M
Avg closing price
$29.30
-20.1%
Last action
Added 14.2%
2025Q4
Current $23.42
5
D
DFSEURDISCOVER FINL SVCS
6.29%
of portfolio
Number of shares
1,608,880 sh
Holdings current value
$274.64M
Avg closing price
$131.08
Last action
Exited
2025Q2
Current —
6
L
LENLENNAR CORP
Consumer Cyclical·Residential Construction
5.76%
of portfolio
Number of shares
2,189,608 sh
Holdings current value
$251.32M
Avg closing price
$147.68
-36.2%
Last action
Added 22.8%
2025Q4
Current $94.18
7
P
PRIPRIMERICA INC
Financial Services·Insurance - Life
5.44%
of portfolio
Number of shares
834,654 sh
Holdings current value
$237.48M
Avg closing price
$253.15
+10.9%
Last action
Added 3.4%
2025Q4
Current $280.80
8
M
MPLXMPLX LPMLP
Energy·Oil & Gas Midstream
5.35%
of portfolio
Number of shares
4,364,086 sh
Holdings current value
$233.57M
Avg closing price
$42.33
+31.4%
Last action
Added 0.2%
2025Q4
Current $55.61
9
R
RYAAYRYANAIR HOLDINGS PLCADR
Industrials·Airlines
5.31%
of portfolio
Number of shares
5,476,889 sh
Holdings current value
$232.06M
Avg closing price
$45.70
+24.5%
Last action
Trimmed 15.8%
2025Q4
Current $56.88
10
F
FNFFIDELITY NATIONAL FINANCIAL
Financial Services·Insurance - Specialty
5.27%
of portfolio
Number of shares
3,533,961 sh
Holdings current value
$229.99M
Avg closing price
$53.12
-3.0%
Last action
Added 0.8%
2025Q4
Current $51.54
11
M
MRPMILLROSE PPTYS INCREIT
Real Estate·REIT - Residential
4.83%
of portfolio
Number of shares
7,958,813 sh
Holdings current value
$210.99M
Avg closing price
$27.77
+9.8%
Last action
Added 68.1%
2025Q4
Current $30.49
12
F
FGF&G ANNUITIES & LIFE INC
Financial Services·Insurance - Life
4.37%
of portfolio
Number of shares
5,289,163 sh
Holdings current value
$190.67M
Avg closing price
$40.26
-32.0%
Last action
Added 3.1%
2025Q4
Current $27.39
13
A
ANAUTONATION INC
Consumer Cyclical·Auto & Truck Dealerships
4.19%
of portfolio
Number of shares
1,130,055 sh
Holdings current value
$182.98M
Avg closing price
$177.21
+14.5%
Last action
Added 42.8%
2025Q4
Current $202.97
14
B
BLDRBUILDERS FIRSTSOURCE INC
Industrials·Building Products & Equipment
3.55%
of portfolio
Number of shares
1,241,578 sh
Holdings current value
$155.12M
Avg closing price
$117.62
-23.4%
Last action
Added 85.9%
2025Q4
Current $90.14
15
D
DHID R HORTON INC
Consumer Cyclical·Residential Construction
3.42%
of portfolio
Number of shares
1,174,997 sh
Holdings current value
$149.38M
Avg closing price
$152.02
+8.0%
Last action
Trimmed 0.6%
2025Q4
Current $164.22
16
C
COFCAPITAL ONE FINL CORP
Financial Services·Credit Services
2.59%
of portfolio
Number of shares
631,553 sh
Holdings current value
$113.24M
Avg closing price
$203.03
-3.2%
Last action
Added 7.5%
2025Q4
Current $196.63
17
L
LADLITHIA MTRS INC
Consumer Cyclical·Auto & Truck Dealerships
2.57%
of portfolio
Number of shares
381,889 sh
Holdings current value
$112.10M
Avg closing price
$295.90
-6.6%
Last action
Exited
2025Q2
Current $276.39
18
A
AMANTERO MIDSTREAM CORP
Energy·Oil & Gas Midstream
0.79%
of portfolio
Number of shares
1,918,528 sh
Holdings current value
$34.53M
Avg closing price
$14.08
+51.9%
Last action
Trimmed 0.9%
2025Q4
Current $21.38
19
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.08%
of portfolio
Number of shares
21,858 sh
Holdings current value
$3.38M
Avg closing price
$150.93
+124.5%
Last action
Trimmed 6.8%
2025Q4
Current $338.89
20
J
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.03%
of portfolio
Number of shares
5,643 sh
Holdings current value
$1.38M
Avg closing price
$200.30
+55.6%
Last action
Trimmed 99.6%
2024Q2
Current $311.69
21
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.03%
of portfolio
Number of shares
31,094 sh
Holdings current value
$1.15M
Avg closing price
$43.35
-27.0%
Last action
—
Current $31.64
22
G
G4705A100ICON PLC
0.02%
of portfolio
Number of shares
5,000 sh
Holdings current value
$875.0K
Avg closing price
$195.82
Last action
Exited
2025Q4
Current —
23
H
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
0.02%
of portfolio
Number of shares
1,923 sh
Holdings current value
$664.5K
Avg closing price
$358.80
+32.1%
Last action
Added
2025Q2
Current $474.03
24
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
0.01%
of portfolio
Number of shares
14,532 sh
Holdings current value
$606.4K
Avg closing price
$42.17
+24.4%
Last action
Added 473.9%
2025Q2
Current $52.47
25
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.01%
of portfolio
Number of shares
3,790 sh
Holdings current value
$592.1K
Avg closing price
$152.26
+121.8%
Last action
—
Current $337.75
26
P
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
0.01%
of portfolio
Number of shares
1,746 sh
Holdings current value
$494.1K
Avg closing price
$206.82
-0.7%
Last action
—
Current $205.33
27
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
0.01%
of portfolio
Number of shares
1,275 sh
Holdings current value
$478.6K
Avg closing price
$421.18
-1.3%
Last action
Trimmed 37.0%
2025Q2
Current $415.75
28
A
ALLYALLY FINL INC
Financial Services·Credit Services
0.01%
of portfolio
Number of shares
10,000 sh
Holdings current value
$364.7K
Avg closing price
$35.59
+26.5%
Last action
Exited
2025Q2
Current $45.02
29
M
MARMARRIOTT INTL INC NEW
Consumer Cyclical·Lodging
0.01%
of portfolio
Number of shares
1,194 sh
Holdings current value
$284.4K
Avg closing price
$252.31
+45.9%
Last action
—
Current $368.24
30
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
0.01%
of portfolio
Number of shares
1,400 sh
Holdings current value
$266.4K
Avg closing price
$180.38
+41.4%
Last action
Trimmed 36.4%
2024Q3
Current $255.08
31
U
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
0.01%
of portfolio
Number of shares
499 sh
Holdings current value
$261.4K
Avg closing price
$372.80
-4.9%
Last action
Exited
2025Q3
Current $354.56
32
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.01%
of portfolio
Number of shares
422 sh
Holdings current value
$231.3K
Avg closing price
$481.57
+4.3%
Last action
New holding
2024Q3
Current $502.38
33
M
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.01%
of portfolio
Number of shares
471 sh
Holdings current value
$219.3K
Avg closing price
$474.59
-4.7%
Last action
New holding
2024Q3
Current $452.35
34
V
VVISA INC
Financial Services·Credit Services
0.00%
of portfolio
Number of shares
618 sh
Holdings current value
$216.6K
Avg closing price
$350.46
-11.9%
Last action
New holding
2025Q1
Current $308.88
35
S
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
0.00%
of portfolio
Number of shares
401 sh
Holdings current value
$203.7K
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
15.72% · -20.4%
SNX
9.71% · +114.3%
OMF
8.22% · +20.7%
SLM
6.36% · -20.3%
DFSEUR
6.29%
LEN
5.76% · -17.9%
PRI
5.44% · -1.3%
MPLX
5.35% · +3.9%
RYAAY
5.31% · +34.2%
FNF
5.27% · -20.8%
MRP
4.83% · +15.0%
FG
4.37% · -24.0%
AN
4.19% · +25.4%
BLDR
3.55% · -27.9%
DHI
3.42% · +29.2%
COF
2.59% · +9.7%
LAD
2.57% · -5.8%
AM
0.79% · +18.8%
GOOGL
0.08% · +119.1%
JPM
0.03% · +27.1%
CMCSA
0.03% · -14.3%
ICON PLC
0.02%
HCA
0.02% · +37.2%
BAC
0.01% · +25.7%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services14 pos$1.41B34.5%
  • Consumer Cyclical6 pos$696.3M17.0%
  • Healthcare3 pos$687.1M16.8%
  • Technology2 pos$424.3M10.4%
  • Industrials2 pos$387.2M9.5%
  • Energy2 pos$268.1M6.6%
  • Real Estate1 pos$211.0M5.2%
  • Communication Services3 pos$5.1M0.1%
(6.3% unclassified, excluded from %)