Glenn Greenberg's Stock Picks (2025 Q2): Full Brave Warrior Advisors, LLC Portfolio {year}

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Ticker	Name	Date	Activity	Shares	Shares Change	Value Change
ALLY	Ally Financial Inc.	06/30/2025	Sold Out	10,000	-10,000	$364,700
ELV	Elevance Health, Inc.	06/30/2025	Reduce -29.7%	1.11 M	-467,917	$182 M
AM	Antero Midstream Corporation	06/30/2025	Reduce -1.1%	1.9 M	-20,752	$393,250.4
AN	AutoNation, Inc.	06/30/2025	Add 7.5%	1.21 M	+84,455	$16.78 M
BAC	Bank of America Corporation	06/30/2025	Add 82.6%	26,532	+12,000	$567,839.89
BLDR	Builders FirstSource, Inc.	06/30/2025	Add 47.2%	1.83 M	+585,683	$68.34 M
COF	Capital One Financial Corporation	06/30/2025	Add 190.2%	1.83 M	+1.2 M	$255.62 M
DHI	D.R. Horton, Inc.	06/30/2025	Reduce -1.6%	1.16 M	-18,725	$2.41 M
N/A	DISCOVER FINL SVCS	06/30/2025	Sold Out	1.61 M	-1.61 M	$274.64 M
FG	F&G Annuities & Life, Inc.	06/30/2025	Reduce -1.3%	5.22 M	-66,398	$2.12 M
META	Meta Platforms, Inc.	06/30/2025	New Buy	338	+338	$249,474
FNF	Fidelity National Financial, Inc.	06/30/2025	Reduce -1.3%	3.49 M	-46,803	$2.62 M
HCA	HCA Healthcare, Inc.	06/30/2025	Add 104.0%	3,923	+2,000	$766,199.85
LEN	Lennar Corporation	06/30/2025	Reduce -1.5%	2.16 M	-32,481	$3.59 M
LAD	Lithia Motors, Inc.	06/30/2025	Sold Out	381,889	-381,889	$112.1 M
MPLX	MPLX LP	06/30/2025	Reduce -2.0%	4.28 M	-89,053	$4.59 M
MSFT	Microsoft Corporation	06/30/2025	Reduce -58.8%	525	-750	$373,057.14
MRP	Millrose Properties, Inc.	06/30/2025	Reduce -1.2%	7.86 M	-97,123	$2.77 M
OMF	OneMain Holdings, Inc.	06/30/2025	Add 7.2%	7.87 M	+526,449	$30.01 M
PRI	Primerica, Inc.	06/30/2025	Reduce -1.3%	823,992	-10,662	$2.92 M

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