Smart Money Radar / Whales / Glenn Greenberg
G

Glenn Greenberg

Brave Warrior Advisors, LLC · Holdings as of Mar 31, 2024, filed by May 16, 2024 · US long stock positions only

Five or six businesses he actually understands.

Reported value
$5B
29 positions shown
Copycat since 2016
3.45x
13% per year
vs SPY
behind
SPY 3.57x same window
Top position
ELV
18% of book

Copying these filings vs SPY

$1 at every deadline since 2016
SPY 3.57x Glenn Greenberg 3.45x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance.
Mar 2026 Dec 2025 Sep 2025 Jun 2025 Mar 2025 Dec 2024 Sep 2024 Jun 2024 Mar 2024 Dec 2023 Sep 2023 Jun 2023

The book

tile = share of the filed book · tap a tile for the ticker · Mar 2024
ELV 18% PRI 11% FNF 10%
unlisted 9%
APO 9% SNX 7% OMF 7% JPM 5% FG 5% LAD 5% LEN 4% AN 3% DHI 3% MPLX 3% AM 1%
+14 more 1%
SymbolValue% of bookvs prior quarter
ELV $853M 18% new
PRI $510M 11% new
FNF $482M 10% new
unlisted $434M 9% new
APO $428M 9% new
SNX $346M 7% new
OMF $341M 7% new
JPM $260M 5% new
FG $247M 5% new
LAD $231M 5% new
LEN $174M 4% new
AN $155M 3% new
DHI $133M 3% new
MPLX $126M 3% new
AM $30M 1% new
LPX $19M 0% new
GOOGL $3M 0% new
CMCSA $1M 0% new
HCA $1M 0% new
RYAAY $950K 0% new
BAC $854K 0% new
GOOG $577K 0% new
AMZN $487K 0% new
PGR $361K 0% new
WFC $304K 0% new
UNH $302K 0% new
MAR $301K 0% new
MSFT $221K 0% new
MA $203K 0% new
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.