Great investors · Glenn Greenberg · Q4 2024
What Glenn Greenberg bought and sold in Q4 2024
Brave Warrior Advisors 13F portfolio as of Dec 31, 2024: 30 positions worth $4.0 bn. Largest: ELV, SNX, Discover Financial Services, OMF. Filed with the SEC on Feb 14, 2025.
The 13F is filed by Brave Warrior Advisors, not by Glenn Greenberg personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q4 2024
- IncreasedAutonationAN+1.7 pp
- IncreasedTD SynnexSNX+1.1 pp
Sells in Q4 2024
- Sold outApollo Global ManagementAPO−5.9 pp
- ReducedPrimericaPRI−3.4 pp
- ReducedDiscover Financial Services−3.3 pp
- ReducedLithia MotorsLAD−1.8 pp
6 companies with material moves, out of 17 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
Brave Warrior Advisors's Q4 2024 13F lists 30 lines of US-listed securities worth $4.0 bn; the largest is ELV at 15.0% of the portfolio. It was accepted by the SEC on Feb 14, 2025 at 4:02 PM ET.
Against the previous quarter, it opened 2 positions (ICLR and COF), closed 4 (APO, DLTR, TXN and SPGI), added to 5 (AN, SNX, RYAAY and MSFT and 1 more) and trimmed 6 (Discover Financial Services, PRI, LAD and DHI and 2 more). 17 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Elevance Health ELV | 1.6 M | $601M | 15.0% | no change |
| 2 | TD Synnex SNX | 4.1 M | $486M | 12.1% | +12% |
| 3 | Discover Financial Services | 2.5 M | $437M | 10.9% | −27% |
| 4 | Onemain Holdings OMF | 7.4 M | $388M | 9.65% | no change |
| 5 | Fidelity National Financial FNF | 6.0 M | $335M | 8.34% | no change |
| 6 | Autonation AN | 1.5 M | $248M | 6.17% | +50% |
| 7 | Ryanair Holdings RYAAY | 5.6 M | $244M | 6.08% | +9.8% |
| 8 | Lennar LEN | 1.8 M | $242M | 6.02% | no change |
| 9 | Primerica PRI | 853,864 | $232M | 5.77% | −42% |
| 10 | F&G Annuities & Life FG | 5.4 M | $224M | 5.57% | −1% |
| 11 | Lithia Motors LAD | 612,566 | $219M | 5.45% | −28% |
| 12 | MPLX MPLX | 4.4 M | $211M | 5.26% | no change |
| 13 | D.R. Horton DHI | 781,527 | $109M | 2.72% | −2.7% |
| 14 | Antero Midstream AM | 1.9 M | $29.2M | 0.73% | +1.8% |
| 15 | Alphabet GOOGL | 21,858 | $4.1M | 0.10% | no change |
| 16 | JPMorgan Chase JPM | 5,643 | $1.4M | 0.03% | no change |
| 17 | Comcast CMCSA | 31,094 | $1.2M | 0.03% | no change |
| 18 | HCA Healthcare HCA | 3,373 | $1.0M | 0.03% | no change |
| 19 | Alphabet GOOG | 3,790 | $722K | 0.02% | no change |
| 20 | Bank of America BAC | 14,532 | $639K | 0.02% | −36% |
| 21 | Icon ICLR | 3,000 | $629K | 0.02% | new |
| 22 | Microsoft MSFT | 1,275 | $537K | 0.01% | +143% |
| 23 | Progressive PGR | 1,746 | $418K | 0.01% | no change |
| 24 | Ally Financial ALLY | 10,000 | $360K | 0.01% | no change |
| 25 | Marriott International MAR | 1,194 | $333K | 0.01% | no change |
| 26 | Amazon.com AMZN | 1,400 | $307K | 0.01% | no change |
| 27 | Capital One Financial COF | 1,500 | $267K | 0.01% | new |
| 28 | UnitedHealth Group UNH | 499 | $252K | 0.01% | no change |
| 29 | Moody's MCO | 471 | $223K | 0.01% | no change |
| 30 | Mastercard MA | 422 | $222K | 0.01% | no change |
Positions it closed (4)
- Apollo Global Management APOwas 5.90% · 2.3 M shares
- Dollar Tree DLTRwas 0.01% · 7,126 shares
- Texas Instruments TXNwas 0.00% · 1,010 shares
- S&P Global SPGIwas 0.00% · 401 shares
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: Brave Warrior Advisors's 13F filings on EDGAR (SEC) ↗
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.