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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 · 2025Q2
35 positions
1
S
SNXTD SYNNEX CORPORATION
Technology·Electronics & Computer Distribution
11.72%
of portfolio
Number of shares
3,768,551 sh
Holdings current value
$511.39M
Avg closing price
$114.33
+94.9%
Last action
Trimmed 2.9%
2025Q4
Current $222.83
2
O
OMFONEMAIN HLDGS INC
Financial Services·Credit Services
10.28%
of portfolio
Number of shares
7,870,085 sh
Holdings current value
$448.59M
Avg closing price
$51.23
+15.2%
Last action
Trimmed 0.7%
2025Q4
Current $59.00
3
E
ELVANTHEM INC
Healthcare·Healthcare Plans
9.89%
of portfolio
Number of shares
1,109,653 sh
Holdings current value
$431.61M
Avg closing price
$441.36
-21.5%
Last action
Trimmed 34.4%
2025Q4
Current $346.29
4
C
COFCAPITAL ONE FINL CORP
Financial Services·Credit Services
8.94%
of portfolio
Number of shares
1,832,991 sh
Holdings current value
$389.99M
Avg closing price
$203.03
-3.2%
Last action
Added 2.5%
2025Q4
Current $196.63
5
S
SLMSLM CORP
Financial Services·Credit Services
7.92%
of portfolio
Number of shares
10,540,905 sh
Holdings current value
$345.64M
Avg closing price
$29.30
-20.1%
Last action
Added 12.5%
2025Q4
Current $23.42
6
R
RYAAYRYANAIR HOLDINGS PLCADR
Industrials·Airlines
7.11%
of portfolio
Number of shares
5,379,089 sh
Holdings current value
$310.21M
Avg closing price
$45.70
+24.5%
Last action
Trimmed 16.0%
2025Q4
Current $56.88
7
A
ANAUTONATION INC
Consumer Cyclical·Auto & Truck Dealerships
5.53%
of portfolio
Number of shares
1,214,510 sh
Holdings current value
$241.26M
Avg closing price
$177.21
+14.5%
Last action
Added 38.7%
2025Q4
Current $202.97
8
L
LENLENNAR CORP
Consumer Cyclical·Residential Construction
5.47%
of portfolio
Number of shares
2,157,127 sh
Holdings current value
$238.60M
Avg closing price
$147.68
-36.2%
Last action
Added 23.2%
2025Q4
Current $94.18
9
P
PRIPRIMERICA INC
Financial Services·Insurance - Life
5.17%
of portfolio
Number of shares
823,992 sh
Holdings current value
$225.50M
Avg closing price
$253.15
+10.9%
Last action
Added 3.4%
2025Q4
Current $280.80
10
M
MRPMILLROSE PPTYS INCREIT
Real Estate·REIT - Residential
5.14%
of portfolio
Number of shares
7,861,690 sh
Holdings current value
$224.14M
Avg closing price
$27.77
+9.8%
Last action
Added 69.5%
2025Q4
Current $30.49
11
M
MPLXMPLX LPMLP
Energy·Oil & Gas Midstream
5.05%
of portfolio
Number of shares
4,275,033 sh
Holdings current value
$220.21M
Avg closing price
$42.33
+31.4%
Last action
Added 0.2%
2025Q4
Current $55.61
12
B
BLDRBUILDERS FIRSTSOURCE INC
Industrials·Building Products & Equipment
4.89%
of portfolio
Number of shares
1,827,261 sh
Holdings current value
$213.22M
Avg closing price
$117.62
-23.4%
Last action
Added 45.8%
2025Q4
Current $90.14
13
F
FNFFIDELITY NATIONAL FINANCIAL
Financial Services·Insurance - Specialty
4.48%
of portfolio
Number of shares
3,487,158 sh
Holdings current value
$195.49M
Avg closing price
$53.12
-3.0%
Last action
Added 0.9%
2025Q4
Current $51.54
14
F
FGF&G ANNUITIES & LIFE INC
Financial Services·Insurance - Life
3.83%
of portfolio
Number of shares
5,222,765 sh
Holdings current value
$167.02M
Avg closing price
$40.26
-32.0%
Last action
Added 3.1%
2025Q4
Current $27.39
15
D
DHID R HORTON INC
Consumer Cyclical·Residential Construction
3.42%
of portfolio
Number of shares
1,156,272 sh
Holdings current value
$149.07M
Avg closing price
$152.02
+8.0%
Last action
Trimmed 0.6%
2025Q4
Current $164.22
16
A
AMANTERO MIDSTREAM CORP
Energy·Oil & Gas Midstream
0.82%
of portfolio
Number of shares
1,897,776 sh
Holdings current value
$35.96M
Avg closing price
$14.08
+51.9%
Last action
Trimmed 0.9%
2025Q4
Current $21.38
17
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.09%
of portfolio
Number of shares
21,858 sh
Holdings current value
$3.85M
Avg closing price
$150.93
+124.5%
Last action
Trimmed 6.8%
2025Q4
Current $338.89
18
J
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.04%
of portfolio
Number of shares
5,643 sh
Holdings current value
$1.64M
Avg closing price
$200.30
+55.6%
Last action
Trimmed 99.6%
2024Q2
Current $311.69
19
H
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
0.03%
of portfolio
Number of shares
3,923 sh
Holdings current value
$1.50M
Avg closing price
$358.80
+32.1%
Last action
Added 104.0%
2025Q2
Current $474.03
20
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
0.03%
of portfolio
Number of shares
26,532 sh
Holdings current value
$1.26M
Avg closing price
$42.17
+24.4%
Last action
Added 82.6%
2025Q2
Current $52.47
21
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.03%
of portfolio
Number of shares
31,094 sh
Holdings current value
$1.11M
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
$727.3K
Avg closing price
$195.82
Last action
Exited
2025Q4
Current —
23
U
USBUS BANCORP DEL
Financial Services·Banks - Regional
0.02%
of portfolio
Number of shares
15,000 sh
Holdings current value
$678.8K
Avg closing price
$45.25
+25.1%
Last action
New holding
2025Q2
Current $56.63
24
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.02%
of portfolio
Number of shares
3,790 sh
Holdings current value
$672.3K
Avg closing price
$152.26
+121.8%
Last action
—
Current $337.75
25
U
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
0.01%
of portfolio
Number of shares
1,499 sh
Holdings current value
$467.6K
Avg closing price
$372.80
-4.9%
Last action
Exited
2025Q3
Current $354.56
26
P
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
0.01%
of portfolio
Number of shares
1,746 sh
Holdings current value
$465.9K
Avg closing price
$206.82
-0.7%
Last action
—
Current $205.33
27
M
MARMARRIOTT INTL INC NEW
Consumer Cyclical·Lodging
0.01%
of portfolio
Number of shares
1,194 sh
Holdings current value
$326.2K
Avg closing price
$252.31
+45.9%
Last action
—
Current $368.24
28
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
29
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
0.01%
of portfolio
Number of shares
525 sh
Holdings current value
$261.1K
Avg closing price
$421.18
-1.3%
Last action
Trimmed 58.8%
2025Q2
Current $415.75
30
M
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
0.01%
of portfolio
Number of shares
338 sh
Holdings current value
$249.5K
Avg closing price
$738.09
-10.7%
Last action
New holding
2025Q2
Current $659.15
31
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.01%
of portfolio
Number of shares
422 sh
Holdings current value
$237.1K
Avg closing price
$481.57
+4.3%
Last action
New holding
2024Q3
Current $502.38
32
M
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.01%
of portfolio
Number of shares
471 sh
Holdings current value
$236.2K
Avg closing price
$474.59
-4.7%
Last action
New holding
2024Q3
Current $452.35
33
V
VVISA INC
Financial Services·Credit Services
0.01%
of portfolio
Number of shares
618 sh
Holdings current value
$219.4K
Avg closing price
$350.46
-11.9%
Last action
New holding
2025Q1
Current $308.88
34
S
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
0.00%
of portfolio
Number of shares
401 sh
Holdings current value
$211.4K
Avg closing price
$516.62
-15.0%
Last action
New holding
2025Q4
Current $439.03
35
T
TXNTEXAS INSTRS INC
Technology·Semiconductors
0.00%
of portfolio
Number of shares
1,010 sh
Holdings current value
$209.7K
Avg closing price
$206.57
+36.6%
Last action
Exited
2025Q3
Current $282.23

Portfolio heatmap

Box size = % of portfolio · color = return since filing
SNX
11.72% · +64.2%
OMF
10.28% · +3.5%
ELV
9.89% · -11.0%
COF
8.94% · -7.6%
SLM
7.92% · -28.6%
RYAAY
7.11% · -1.4%
AN
5.53% · +2.2%
LEN
5.47% · -14.9%
PRI
5.17% · +2.6%
MRP
5.14% · +6.9%
MPLX
5.05% · +8.0%
BLDR
4.89% · -22.8%
FNF
4.48% · -8.1%
FG
3.83% · -14.4%
DHI
3.42% · +27.4%
AM
0.82% · +12.8%
GOOGL
0.09% · +92.3%
JPM
0.04% · +7.5%
HCA
0.03% · +23.7%
BAC
0.03% · +10.9%
CMCSA
0.03% · -11.3%
ICON PLC
0.02%
USB
0.02% · +25.1%
GOOG
0.02% · +90.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services14 pos$1.78B40.7%
  • Consumer Cyclical5 pos$629.6M14.4%
  • Industrials2 pos$523.4M12.0%
  • Technology3 pos$511.9M11.7%
  • Healthcare3 pos$433.6M9.9%
  • Energy2 pos$256.2M5.9%
  • Real Estate1 pos$224.1M5.1%
  • Communication Services4 pos$5.9M0.1%