Smart Money Radar / Whales / Glenn Greenberg
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Glenn Greenberg

Brave Warrior Advisors, LLC · Holdings as of Jun 30, 2024, filed by Aug 15, 2024 · US long stock positions only

Five or six businesses he actually understands.

Reported value
$5B
27 positions shown
Copycat since 2016
3.45x
13% per year
vs SPY
behind
SPY 3.57x same window
Top position
ELV
20% 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 · Jun 2024
ELV 20%
unlisted 10%
PRI 10% APO 10% SNX 8% FNF 8% OMF 8% LEN 5% FG 5% LAD 5% MPLX 4% AN 3% DHI 3%
SymbolValue% of bookvs prior quarter
ELV $885M 20% unchanged
unlisted $453M 10% added
PRI $447M 10% trimmed
APO $446M 10% unchanged
SNX $383M 8% added
FNF $364M 8% trimmed
OMF $353M 8% added
LEN $238M 5% added
FG $230M 5% unchanged
LAD $216M 5% added
MPLX $180M 4% added
AN $156M 3% added
DHI $114M 3% unchanged
AM $31M 1% trimmed
RYAAY $6M 0% added
GOOGL $4M 0% unchanged
HCA $1M 0% unchanged
CMCSA $1M 0% unchanged
JPM $1M 0% trimmed
BAC $896K 0% unchanged
GOOG $695K 0% unchanged
AMZN $425K 0% trimmed
PGR $363K 0% unchanged
UNH $311K 0% unchanged
MAR $289K 0% unchanged
MSFT $235K 0% unchanged
AMAT $227K 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.