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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 · 2025Q3
33 positions
1
E
ELVANTHEM INC
Healthcare·Healthcare Plans
13.76%
of portfolio
Number of shares
1,834,002 sh
Holdings current value
$592.60M
Avg closing price
$441.36
-21.5%
Last action
Trimmed 24.1%
2025Q4
Current $346.29
2
S
SNXTD SYNNEX CORPORATION
Technology·Electronics & Computer Distribution
12.45%
of portfolio
Number of shares
3,275,293 sh
Holdings current value
$536.33M
Avg closing price
$114.33
+94.9%
Last action
Trimmed 3.3%
2025Q4
Current $222.83
3
O
OMFONEMAIN HLDGS INC
Financial Services·Credit Services
10.22%
of portfolio
Number of shares
7,794,270 sh
Holdings current value
$440.06M
Avg closing price
$51.23
+15.2%
Last action
Trimmed 0.7%
2025Q4
Current $59.00
4
S
SLMSLM CORP
Financial Services·Credit Services
7.49%
of portfolio
Number of shares
11,659,418 sh
Holdings current value
$322.73M
Avg closing price
$29.30
-20.1%
Last action
Added 11.2%
2025Q4
Current $23.42
5
A
ANAUTONATION INC
Consumer Cyclical·Auto & Truck Dealerships
6.17%
of portfolio
Number of shares
1,214,043 sh
Holdings current value
$265.60M
Avg closing price
$177.21
+14.5%
Last action
Added 38.7%
2025Q4
Current $202.97
6
L
LENLENNAR CORP
Consumer Cyclical·Residential Construction
5.87%
of portfolio
Number of shares
2,005,506 sh
Holdings current value
$252.77M
Avg closing price
$147.68
-36.2%
Last action
Added 25.4%
2025Q4
Current $94.18
7
R
RYAAYRYANAIR HOLDINGS PLCADR
Industrials·Airlines
5.71%
of portfolio
Number of shares
4,084,246 sh
Holdings current value
$245.95M
Avg closing price
$45.70
+24.5%
Last action
Trimmed 20.1%
2025Q4
Current $56.88
8
M
MPLXMPLX LPMLP
Energy·Oil & Gas Midstream
5.18%
of portfolio
Number of shares
4,467,474 sh
Holdings current value
$223.15M
Avg closing price
$42.33
+31.4%
Last action
Added 0.1%
2025Q4
Current $55.61
9
B
BLDRBUILDERS FIRSTSOURCE INC
Industrials·Building Products & Equipment
5.08%
of portfolio
Number of shares
1,805,381 sh
Holdings current value
$218.90M
Avg closing price
$117.62
-23.4%
Last action
Added 46.6%
2025Q4
Current $90.14
10
F
FNFFIDELITY NATIONAL FINANCIAL
Financial Services·Insurance - Specialty
4.90%
of portfolio
Number of shares
3,489,314 sh
Holdings current value
$211.07M
Avg closing price
$53.12
-3.0%
Last action
Added 0.9%
2025Q4
Current $51.54
11
P
PRIPRIMERICA INC
Financial Services·Insurance - Life
4.85%
of portfolio
Number of shares
752,989 sh
Holdings current value
$209.02M
Avg closing price
$253.15
+10.9%
Last action
Added 3.7%
2025Q4
Current $280.80
12
C
COFCAPITAL ONE FINL CORP
Financial Services·Credit Services
4.76%
of portfolio
Number of shares
964,730 sh
Holdings current value
$205.08M
Avg closing price
$203.03
-3.2%
Last action
Added 4.8%
2025Q4
Current $196.63
13
M
MRPMILLROSE PPTYS INCREIT
Real Estate·REIT - Residential
4.19%
of portfolio
Number of shares
5,375,592 sh
Holdings current value
$180.67M
Avg closing price
$27.77
+9.8%
Last action
Added 149.9%
2025Q4
Current $30.49
14
F
FGF&G ANNUITIES & LIFE INC
Financial Services·Insurance - Life
3.79%
of portfolio
Number of shares
5,218,977 sh
Holdings current value
$163.20M
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
2.79%
of portfolio
Number of shares
708,681 sh
Holdings current value
$120.10M
Avg closing price
$152.02
+8.0%
Last action
Trimmed 1.0%
2025Q4
Current $164.22
16
K
KNTKALTUS MIDSTREAM CO
Energy·Oil & Gas Midstream
1.60%
of portfolio
Number of shares
1,608,928 sh
Holdings current value
$68.77M
Avg closing price
$42.74
+12.6%
Last action
Exited
2025Q4
Current $48.12
17
A
AMANTERO MIDSTREAM CORP
Energy·Oil & Gas Midstream
0.84%
of portfolio
Number of shares
1,865,330 sh
Holdings current value
$36.26M
Avg closing price
$14.08
+51.9%
Last action
Trimmed 0.9%
2025Q4
Current $21.38
18
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.12%
of portfolio
Number of shares
21,858 sh
Holdings current value
$5.31M
Avg closing price
$150.93
+124.5%
Last action
Trimmed 6.8%
2025Q4
Current $338.89
19
J
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.04%
of portfolio
Number of shares
5,643 sh
Holdings current value
$1.78M
Avg closing price
$200.30
+55.6%
Last action
Trimmed 99.6%
2024Q2
Current $311.69
20
H
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
0.04%
of portfolio
Number of shares
3,923 sh
Holdings current value
$1.67M
Avg closing price
$358.80
+32.1%
Last action
Added 104.0%
2025Q2
Current $474.03
21
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
0.03%
of portfolio
Number of shares
26,532 sh
Holdings current value
$1.37M
Avg closing price
$42.17
+24.4%
Last action
Added 82.6%
2025Q2
Current $52.47
22
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.02%
of portfolio
Number of shares
31,094 sh
Holdings current value
$977.0K
Avg closing price
$43.35
-27.0%
Last action
—
Current $31.64
23
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.02%
of portfolio
Number of shares
3,790 sh
Holdings current value
$923.1K
Avg closing price
$152.26
+121.8%
Last action
—
Current $337.75
24
U
USBUS BANCORP DEL
Financial Services·Banks - Regional
0.02%
of portfolio
Number of shares
15,000 sh
Holdings current value
$725.0K
Avg closing price
$45.25
+25.1%
Last action
New holding
2025Q2
Current $56.63
25
G
G4705A100ICON PLC
0.01%
of portfolio
Number of shares
3,000 sh
Holdings current value
$525.0K
Avg closing price
$195.82
Last action
Exited
2025Q4
Current —
26
P
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
0.01%
of portfolio
Number of shares
1,746 sh
Holdings current value
$431.2K
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
$311.0K
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
$307.4K
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
$271.9K
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
$248.2K
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
$240.0K
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
$224.4K
Avg closing price
$474.59
-4.7%
Last action
New holding
2024Q3
Current $452.35
33
V
VVISA INC
Financial Services·Credit Services
0.00%
of portfolio
Number of shares
618 sh
Holdings current value
$211.0K
Avg closing price
$350.46
-11.9%
Last action
New holding
2025Q1
Current $308.88

Portfolio heatmap

Box size = % of portfolio · color = return since filing
ELV
13.76% · +7.2%
SNX
12.45% · +36.1%
OMF
10.22% · +4.5%
SLM
7.49% · -15.4%
AN
6.17% · -7.2%
LEN
5.87% · -25.3%
RYAAY
5.71% · -5.5%
MPLX
5.18% · +11.3%
BLDR
5.08% · -25.7%
FNF
4.90% · -14.8%
PRI
4.85% · +1.2%
COF
4.76% · -7.5%
MRP
4.19% · -9.3%
FG
3.79% · -12.4%
DHI
2.79% · -3.1%
KNTK
1.60% · +12.6%
AM
0.84% · +10.0%
GOOGL
0.12% · +39.4%
JPM
0.04% · -1.2%
HCA
0.04% · +11.2%
BAC
0.03% · +1.7%
CMCSA
0.02% · +0.7%
GOOG
0.02% · +38.7%
USB
0.02% · +17.2%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services13 pos$1.56B36.1%
  • Consumer Cyclical5 pos$639.1M14.8%
  • Healthcare2 pos$594.3M13.8%
  • Technology2 pos$536.6M12.5%
  • Industrials2 pos$464.9M10.8%
  • Energy3 pos$328.2M7.6%
  • Real Estate1 pos$180.7M4.2%
  • Communication Services4 pos$7.5M0.2%