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Glenn Greenberg
Portfolio: Top Holdings & Stock Picks

Brave Warrior Advisors, LLC

Value Investing Quality Investing Concentrated Investing

Glenn Greenberg (Brave Warrior Advisors, LLC) disclosed 33 total holdings in its latest 13F filing dated 2025-09-30, with a portfolio value of $4.31 B billion and a turnover rate of 7.9%.

Portfolio Value
$4.31 B
Total Holdings
33
Latest Filing
Q3 2025
Nov 14, 2025
Turnover Rate
7.92%

Glenn Greenberg Top Holdings of 2025-09-30

Ticker Name Shares Value % of Portfolio Time Held % Change
ELV
1.83 M $592.6 M 13.76% 6 Years +65.28%
SNX
3.28 M $536.33 M 12.45% 1.5 Years -13.09%
OMF
7.79 M $440.06 M 10.22% 3.3 Years -0.96%
SLM
11.66 M $322.73 M 7.49% 0.5 Years +10.61%
AN
1.21 M $265.6 M 6.17% 2.7 Years -0.04%
LEN
2.01 M $252.77 M 5.87% 3.5 Years -7.03%
4.08 M $245.95 M 5.71% 1.7 Years -24.07%
4.47 M $223.15 M 5.18% 2.3 Years +4.50%
1.81 M $218.9 M 5.08% 0.5 Years -1.20%
FNF
3.49 M $211.07 M 4.90% 4.3 Years +0.06%

Recent Moves

Significant New Position
+1.61 M Shares | +$68.77 M Value
Continues to build a major stake in the Energy sector
Q3 2025
Added to Core Holding
+724,349 Shares | +$234.05 M Value
Largest position increase in Healthcare sector
Q3 2025
Reduced Exposure to Position
-868,261 Shares | -$184.57 M Value
Significant reduction in holdings of Financials
Q3 2025
Complete Exit
-1,499 Shares | -$467,643 Value
Cleared UNH, sector remains in portfolio
Q3 2025

Glenn Greenberg's Historical Top Holdings Breakdown

Portfolio Date:

Glenn Greenberg Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
ELV
09/30/2025 Add 65.3% 1.83 M 724,349 $234.05 M
COF
09/30/2025 Reduce -47.4% 964,730 -868,261 $184.57 M
MRP
09/30/2025 Reduce -31.6% 5.38 M -2.49 M $83.56 M
SNX
09/30/2025 Reduce -13.1% 3.28 M -493,258 $80.77 M
09/30/2025 Reduce -24.1% 4.08 M -1.29 M $77.98 M
DHI
09/30/2025 Reduce -38.7% 708,681 -447,591 $75.85 M
09/30/2025 New Buy 1.61 M 1.61 M $68.77 M
SLM
09/30/2025 Add 10.6% 11.66 M 1.12 M $30.96 M
PRI
09/30/2025 Reduce -8.6% 752,989 -71,003 $19.71 M
LEN
09/30/2025 Reduce -7.0% 2.01 M -151,621 $19.11 M

Glenn Greenberg's Sector Breakdowns

Portfolio Date:

About Glenn Greenberg

Glenn Greenberg is a renowned American value investor. He was the co-founder and managing director of Chieftain Capital Management, a highly successful investment firm known for its concentrated, long-only portfolio. Although he and his partner later split and he founded Brave Warrior Advisors, Greenberg remains a celebrated figure in the value investing community for his disciplined and focused approach.

Frequently Asked Questions

As of 2025-09-30, Glenn Greenberg holds 33 stocks. Top positions include ELV, SNX, OMF, SLM, AN. For full portfolio details, please visit Glenn Greenberg’s portfolio.

In Q3 2025, Glenn Greenberg’s largest purchase by dollar amount was KNTK. For complete transaction details, please visit Glenn Greenberg’s portfolio.

According to the 13F filing for Q3 2025, Glenn Greenberg increased their stake in ELV.

Glenn Greenberg’s firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.