
	Glenn Greenberg 13F
	Brave Warrior Advisors, LLC

	Last update 2024-11-15	32 Stocks (6 new)
	Value $4.82 Bil	Turnover 7 %
	Countries: Top Holdings: ELV(17.71%)DFS(10.06%)SNX(9.21%)PRI(8.03%)FNF(7.74%) Portfolio Report

Glenn Greenberg Profile

Glenn Greenberg and partner John Shapiro founded Chieftain Capital Management in 1984. By pursuing a disciplined investment strategy, Chieftain compounded its accounts at 22.5% (before management fees) during the period from 1984 through 2004 versus 12.9% for the S&P 500. Chieftain Capital later divided into two separate entities, with Shapiro leading the new Chieftain Capital Management and Greenberg leading Brave Warrior Advisors.

Glenn Greenberg Investing Philosophy

Greenberg maintains a highly concentrated portfolio that he describes as a "defense against ignorance." He believes that the more companies you own, the less you will know about each, and the less you know about a business, the more likely you are to make mistakes due to fear and greed. Greenberg invests in companies with little competition, and places a great deal of emphasis on return on invested capital.

Glenn Greenberg Portfolio and Latest Trades

Ticker
Ticker
SNX
RJF
JPM
DFS
APO
ELV
VVV
RYAAY
URI
APO
FG
ELV
ELV
HCA
AN
ELV
MPLX
PRI
APO
LAD
LEN
FNF
DFS
LEN
APO
ABG
FNF
ELV
JPM
OMF
ELV
LEN
URI
DHI
MPLX
URI
SNX
LEN
AN
LEN
DHI
DFS
SNX
PRI
OMF
LAD
AN
FG
LEN
LAD
PRI
DHI
FG
FNF
DFS
LAD
ABG
LAD
FNF
LPX
LAD
FG
LPX
HCA
OMF
FNF
MPLX
APO
RJF
PRI
FNF
DHI
AN
PRI
ELV
FG
OMF
RYAAY
JPM
ELV
JPM
LAD
URI
AN
FG
OMF
FAF
APO
FAF
DHI
OMF
OMF
AM
RJF
APO
FNF
APO
JPM
LEN
RJF

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
SNX	TD Synnex Corp	2024-03-31	New Buy	+7.24%	● 99.14 ($103.88) 116	$119.77	15.30%	New holding	3,061,083	3,061,083
RJF	Raymond James Financial Inc	2024-03-31	Sold Out	-5.69%	● 109.13 ($116.53) 128.42	$170.10	45.97%	Sold Out	0	-2,137,186
JPM	JPMorgan Chase & Co	2024-06-30	Reduce	-5.42%	● 180.08 ($195.5) 204.79	$249.79	27.77%	Reduce -99.57%	5,643	-1,292,985
DFS	Discover Financial Services	2023-09-30	New Buy	+5.15%	● 85.26 ($99.32) 121.85	$182.56	83.81%	New holding	2,381,258	2,381,258
APO	Apollo Global Management Inc	2023-12-31	Reduce	-5.13%	● 77.44 ($88.29) 94.76	$173.85	96.91%	Reduce -33.68%	4,503,321	-2,286,975
ELV	Elevance Health Inc	2022-12-31	Reduce	-4.98%	● 465.23 ($507.74) 546.77	$402.75	-20.68%	Reduce -26.68%	872,415	-317,456
VVV	Valvoline Inc	2022-12-31	Sold Out	-4.78%	● 25.05 ($30.25) 33.53	$40.10	32.56%	Sold Out	0	-5,451,901
RYAAY	Ryanair Holdings PLC	2024-09-30	Add	+4.66%	● 38.01 ($43.45) 48.58	$43.86	0.94%	Add 4012.83%	5,104,019	4,979,919
URI	United Rentals Inc	2023-12-31	Sold Out	-4.65%	● 399.02 ($471.7) 580.47	$856.98	81.68%	Sold Out	0	-418,615
APO	Apollo Global Management Inc	2024-09-30	Reduce	-3.93%	● 99.16 ($115.44) 125.81	$173.85	50.60%	Reduce -39.74%	2,277,466	-1,502,235
FG	F&G Annuities & Life Inc	2022-12-31	New Buy	+3.80%	● 16.75 ($20.38) 25.67	$48.52	138.08%	New holding	6,032,140	6,032,140
ELV	Elevance Health Inc	2023-09-30	Add	+3.33%	● 414.13 ($453.58) 475.93	$402.75	-11.21%	Add 23.18%	1,627,598	306,326
ELV	Elevance Health Inc	2023-03-31	Add	+3.02%	● 446.3 ($475.89) 502.2	$402.75	-15.37%	Add 24.34%	1,084,768	212,353
HCA	HCA Healthcare Inc	2023-03-31	Reduce	-2.85%	● 243.21 ($254.01) 263.81	$325.47	28.13%	Reduce -90.69%	38,652	-376,362
AN	AutoNation Inc	2024-03-31	Add	+2.83%	● 135.73 ($147.13) 167.46	$179.22	21.81%	Add 665.93%	937,763	815,328
ELV	Elevance Health Inc	2023-06-30	Add	+2.78%	● 436.33 ($461.29) 496.2	$402.75	-12.69%	Add 21.8%	1,321,272	236,504
MPLX	MPLX LP	2024-03-31	Add	+2.62%	● 36.67 ($38.77) 41.56	$50.53	30.33%	Add 17697.7%	3,025,609	3,008,609
PRI	Primerica Inc	2024-09-30	Reduce	-2.25%	● 233.01 ($252.55) 266.6	$304.27	20.48%	Reduce -22.74%	1,460,171	-429,842
APO	Apollo Global Management Inc	2023-09-30	Reduce	-2.20%	● 74.51 ($84.06) 92.48	$173.85	106.82%	Reduce -13.77%	6,790,296	-1,084,087
LAD	Lithia Motors Inc	2023-09-30	Reduce	-2.12%	● 286.26 ($304.77) 325.26	$386.16	26.71%	Reduce -23.04%	882,908	-264,351
LEN	Lennar Corp	2024-06-30	Add	+1.90%	● 148.72 ($157.18) 170.85	$174.10	10.76%	Add 56.27%	1,585,312	570,871
FNF	Fidelity National Financial Inc	2024-06-30	Reduce	-1.90%	● 47.02 ($50.34) 52.95	$63.51	26.16%	Reduce -18.83%	7,367,533	-1,709,198
DFS	Discover Financial Services	2024-03-31	Add	+1.86%	● 97 ($114.62) 131.09	$182.56	59.27%	Add 25.71%	3,310,077	676,910
LEN	Lennar Corp	2024-03-31	Add	+1.59%	● 145.07 ($155.26) 171.98	$174.10	12.13%	Add 77.48%	1,014,441	442,874
APO	Apollo Global Management Inc	2024-03-31	Reduce	-1.55%	● 91.33 ($105.53) 114.53	$173.85	64.74%	Reduce -15.52%	3,804,384	-698,937
ABG	Asbury Automotive Group Inc	2024-03-31	Sold Out	-1.49%	● 202.23 ($212.3) 235.78	$260.03	22.48%	Sold Out	0	-278,367
FNF	Fidelity National Financial Inc	2024-09-30	Reduce	-1.49%	● 48.08 ($56.12) 62.06	$63.51	13.17%	Reduce -18.42%	6,010,352	-1,357,181
ELV	Elevance Health Inc	2023-12-31	Add	+1.45%	● 433.51 ($462.41) 488.06	$402.75	-12.90%	Add 7.93%	1,756,653	129,055
JPM	JPMorgan Chase & Co	2024-03-31	Reduce	-1.45%	● 167.09 ($180.44) 200.3	$249.79	38.43%	Reduce -21.59%	1,298,628	-357,530
OMF	OneMain Holdings Inc	2023-12-31	Add	+1.31%	● 35.12 ($40.79) 49.85	$56.97	39.67%	Add 21.1%	6,416,800	1,118,166
ELV	Elevance Health Inc	2024-03-31	Reduce	-1.25%	● 464.61 ($497.33) 519.96	$402.75	-19.02%	Reduce -6.31%	1,645,837	-110,816
LEN	Lennar Corp	2023-12-31	Reduce	-1.24%	● 103.07 ($124.42) 154.81	$174.10	39.93%	Reduce -43.63%	571,567	-442,371
URI	United Rentals Inc	2023-09-30	Reduce	-1.24%	● 428.28 ($457.73) 491.17	$856.98	87.22%	Reduce -20.09%	418,615	-105,212
DHI	D.R. Horton Inc	2023-12-31	Reduce	-1.19%	● 100.66 ($123.13) 153.13	$169.43	37.60%	Reduce -36.57%	767,358	-442,429
MPLX	MPLX LP	2024-06-30	Add	+1.14%	● 39.66 ($41.17) 42.59	$50.53	22.74%	Add 39.99%	4,235,478	1,209,869
URI	United Rentals Inc	2023-06-30	Add	+0.98%	● 326.53 ($370.98) 445.37	$856.98	131.00%	Add 18.84%	523,827	83,056
SNX	TD Synnex Corp	2024-09-30	Add	+0.93%	● 109.37 ($115.66) 122.34	$119.77	3.55%	Add 11.25%	3,695,615	373,569
LEN	Lennar Corp	2023-09-30	Add	+0.81%	● 111.7 ($121.18) 133.24	$174.10	43.67%	Add 40.22%	1,013,938	290,822
AN	AutoNation Inc	2022-12-31	New Buy	+0.78%	● 95.6 ($110.58) 123.91	$179.22	62.07%	New holding	230,468	230,468
LEN	Lennar Corp	2024-09-30	Add	+0.76%	● 142.5 ($173.06) 192.45	$174.10	0.60%	Add 12.33%	1,780,852	195,540
DHI	D.R. Horton Inc	2023-09-30	Reduce	-0.69%	● 107.01 ($119.73) 131	$169.43	41.51%	Reduce -15.03%	1,209,787	-213,937
DFS	Discover Financial Services	2023-12-31	Add	+0.68%	● 80.49 ($92.44) 112.57	$182.56	97.49%	Add 10.58%	2,633,167	251,909
SNX	TD Synnex Corp	2024-06-30	Add	+0.67%	● 111.7 ($122.19) 132.85	$119.77	-1.98%	Add 8.53%	3,322,046	260,963
PRI	Primerica Inc	2024-06-30	Reduce	-0.66%	● 210.09 ($226.78) 252	$304.27	34.17%	Reduce -6.21%	1,890,013	-125,039
OMF	OneMain Holdings Inc	2024-06-30	Add	+0.64%	● 46.72 ($49.15) 52.11	$56.97	15.91%	Add 8.96%	7,270,177	597,913
LAD	Lithia Motors Inc	2023-06-30	Add	+0.62%	● 207.13 ($239.31) 304.11	$386.16	61.36%	Add 7.24%	1,147,259	77,437
AN	AutoNation Inc	2023-06-30	Reduce	-0.54%	● 126.26 ($138.72) 164.61	$179.22	29.20%	Reduce -51.58%	121,178	-129,102
FG	F&G Annuities & Life Inc	2024-09-30	Reduce	-0.50%	● 37.08 ($41.39) 45.69	$48.52	17.23%	Reduce -9.81%	5,456,170	-593,194
LEN	Lennar Corp	2023-06-30	Reduce	-0.49%	● 102.06 ($112.61) 126.06	$174.10	54.60%	Reduce -17.35%	723,116	-151,774
LAD	Lithia Motors Inc	2024-06-30	Add	+0.49%	● 246.33 ($261.76) 295.77	$386.16	47.52%	Add 11.42%	855,172	87,671
PRI	Primerica Inc	2024-03-31	Reduce	-0.48%	● 206.01 ($236.5) 256.18	$304.27	28.66%	Reduce -4.67%	2,015,052	-98,674
DHI	D.R. Horton Inc	2023-06-30	Reduce	-0.47%	● 95.64 ($109.16) 123.05	$169.43	55.21%	Reduce -9.92%	1,423,724	-156,843
FG	F&G Annuities & Life Inc	2023-03-31	Add	+0.45%	● 15.66 ($20.03) 23.82	$48.52	142.24%	Add 13.29%	6,833,958	801,818
FNF	Fidelity National Financial Inc	2024-03-31	Reduce	-0.45%	● 48.03 ($50.39) 53.1	$63.51	26.04%	Reduce -3.95%	9,076,731	-373,593
DFS	Discover Financial Services	2024-06-30	Add	+0.44%	● 119.57 ($124.65) 130.81	$182.56	46.46%	Add 4.56%	3,460,972	150,895
LAD	Lithia Motors Inc	2024-03-31	Reduce	-0.44%	● 281.43 ($295.59) 324.78	$386.16	30.64%	Reduce -6.85%	767,501	-56,481
ABG	Asbury Automotive Group Inc	2022-12-31	Add	+0.44%	● 141.06 ($167.22) 187.62	$260.03	55.50%	Add 38.61%	277,836	77,389
LAD	Lithia Motors Inc	2023-12-31	Reduce	-0.43%	● 234.38 ($274.37) 329.28	$386.16	40.74%	Reduce -6.67%	823,982	-58,926
FNF	Fidelity National Financial Inc	2023-09-30	Add	+0.42%	● 35.43 ($40.04) 43.03	$63.51	58.62%	Add 4.49%	9,496,172	408,109
LPX	Louisiana-Pacific Corp	2024-06-30	Sold Out	-0.39%	● 72.02 ($83.52) 93.62	$116.64	39.66%	Sold Out	0	-224,598
LAD	Lithia Motors Inc	2022-12-31	Reduce	-0.38%	● 183.09 ($213.69) 240.43	$386.16	80.71%	Reduce -4.55%	1,084,461	-51,747
FG	F&G Annuities & Life Inc	2023-12-31	Reduce	-0.33%	● 26.44 ($37.29) 47.42	$48.52	30.12%	Reduce -7.07%	6,217,094	-472,822
LPX	Louisiana-Pacific Corp	2023-09-30	New Buy	+0.32%	● 55.01 ($65.66) 78.6	$116.64	77.64%	New holding	231,070	231,070
HCA	HCA Healthcare Inc	2023-06-30	Reduce	-0.31%	● 263.68 ($277.79) 303.48	$325.47	17.16%	Reduce -96.45%	1,373	-37,279
OMF	OneMain Holdings Inc	2024-03-31	Add	+0.27%	● 43.91 ($47.76) 51.09	$56.97	19.28%	Add 3.98%	6,672,264	255,464
FNF	Fidelity National Financial Inc	2022-12-31	Reduce	-0.21%	● 35.07 ($37.52) 40.88	$63.51	69.27%	Reduce -1.75%	9,224,770	-164,480
MPLX	MPLX LP	2024-09-30	Add	+0.18%	● 40.44 ($42.73) 45.09	$50.53	18.25%	Add 4.66%	4,432,966	197,488
APO	Apollo Global Management Inc	2022-12-31	Add	+0.17%	● 47.36 ($59.4) 69.39	$173.85	192.68%	Add 1.1%	7,935,934	86,419
RJF	Raymond James Financial Inc	2022-12-31	Reduce	-0.17%	● 98.06 ($112.23) 123.98	$170.10	51.56%	Reduce -2.28%	2,187,451	-50,974
PRI	Primerica Inc	2022-12-31	Reduce	-0.16%	● 127.17 ($139.31) 149.03	$304.27	118.41%	Reduce -1.75%	2,160,660	-38,569
FNF	Fidelity National Financial Inc	2023-03-31	Reduce	-0.16%	● 32.11 ($39.35) 44.74	$63.51	61.40%	Reduce -1.51%	9,085,684	-139,086
DHI	D.R. Horton Inc	2024-03-31	Add	+0.15%	● 139.21 ($149.91) 164.55	$169.43	13.02%	Add 5.57%	810,136	42,778
AN	AutoNation Inc	2024-06-30	Add	+0.15%	● 152.33 ($163.18) 170.96	$179.22	9.83%	Add 4.42%	979,235	41,472
PRI	Primerica Inc	2023-09-30	Reduce	-0.15%	● 194.01 ($204.75) 216.8	$304.27	48.61%	Reduce -1.31%	2,116,006	-28,008
ELV	Elevance Health Inc	2024-06-30	Reduce	-0.14%	● 497.49 ($528.58) 547.8	$402.75	-23.81%	Reduce -0.77%	1,633,127	-12,710
FG	F&G Annuities & Life Inc	2024-03-31	Reduce	-0.14%	● 35.99 ($41.83) 47.54	$48.52	15.99%	Reduce -2.08%	6,087,883	-129,211
OMF	OneMain Holdings Inc	2024-09-30	Add	+0.13%	● 43.27 ($48.06) 53.14	$56.97	18.54%	Add 1.82%	7,402,222	132,045
RYAAY	Ryanair Holdings PLC	2024-06-30	Add	+0.11%	● 45.06 ($52) 59.43	$43.86	-15.65%	Add 660.65%	124,100	43,114
JPM	JPMorgan Chase & Co	2022-12-31	Reduce	-0.09%	● 101.96 ($126.71) 138.18	$249.79	97.14%	Reduce -1.51%	1,709,165	-26,136
ELV	Elevance Health Inc	2024-09-30	Add	+0.09%	● 500.12 ($534.22) 562.29	$402.75	-24.61%	Add 0.51%	1,641,413	8,286
JPM	JPMorgan Chase & Co	2023-09-30	Reduce	-0.09%	● 143.21 ($149.9) 158	$249.79	66.64%	Reduce -1.43%	1,663,540	-24,178
LAD	Lithia Motors Inc	2023-03-31	Reduce	-0.09%	● 201.14 ($243.2) 294.3	$386.16	58.78%	Reduce -1.35%	1,069,822	-14,639
URI	United Rentals Inc	2022-12-31	Reduce	-0.08%	● 275.38 ($328.6) 368.14	$856.98	160.80%	Reduce -1.97%	442,750	-8,889
AN	AutoNation Inc	2023-03-31	Add	+0.08%	● 107.22 ($128.33) 157.3	$179.22	39.66%	Add 8.6%	250,280	19,812
FG	F&G Annuities & Life Inc	2023-09-30	Reduce	-0.07%	● 23.06 ($27.05) 30.76	$48.52	79.37%	Reduce -1.53%	6,689,916	-104,242
OMF	OneMain Holdings Inc	2022-12-31	Reduce	-0.07%	● 30.02 ($35.45) 42.04	$56.97	60.71%	Reduce -1.27%	5,312,546	-68,547
FAF	First American Financial Corp	2023-06-30	Reduce	-0.07%	● 54.44 ($56.45) 58.39	$70.63	25.12%	Reduce -86.64%	6,400	-41,500
APO	Apollo Global Management Inc	2023-06-30	Reduce	-0.07%	● 58.04 ($66.81) 77.39	$173.85	160.22%	Reduce -0.45%	7,874,383	-35,755
FAF	First American Financial Corp	2023-03-31	Add	+0.07%	● 51.39 ($57.43) 63.77	$70.63	22.98%	Add 538.67%	47,900	40,400
DHI	D.R. Horton Inc	2022-12-31	Reduce	-0.07%	● 67.14 ($80.15) 90.45	$169.43	111.39%	Reduce -1.95%	1,589,460	-31,602
OMF	OneMain Holdings Inc	2023-06-30	Add	+0.07%	● 34.3 ($38.98) 44.06	$56.97	46.15%	Add 1.1%	5,351,633	58,041
OMF	OneMain Holdings Inc	2023-09-30	Reduce	-0.06%	● 38.66 ($42.72) 48.38	$56.97	33.36%	Reduce -0.99%	5,298,634	-52,999
AM	Antero Midstream Corp	2024-09-30	Reduce	-0.06%	● 13.39 ($14.57) 15.16	$15.75	8.10%	Reduce -9.15%	1,898,932	-191,357
RJF	Raymond James Financial Inc	2023-09-30	Reduce	-0.06%	● 99.55 ($105.81) 110.94	$170.10	60.76%	Reduce -1.09%	2,140,707	-23,600
APO	Apollo Global Management Inc	2024-06-30	Reduce	-0.06%	● 107.3 ($113.47) 118.77	$173.85	53.21%	Reduce -0.65%	3,779,701	-24,683
FNF	Fidelity National Financial Inc	2023-12-31	Reduce	-0.05%	● 37.37 ($43.53) 51.37	$63.51	45.90%	Reduce -0.48%	9,450,324	-45,848
APO	Apollo Global Management Inc	2023-03-31	Reduce	-0.05%	● 56.53 ($66.97) 73.89	$173.85	159.59%	Reduce -0.33%	7,910,138	-25,796
JPM	JPMorgan Chase & Co	2023-03-31	Reduce	-0.05%	● 124.91 ($137.02) 143.8	$249.79	82.30%	Reduce -0.67%	1,697,747	-11,418
LEN	Lennar Corp	2022-12-31	Reduce	-0.05%	● 71.38 ($83.66) 94.29	$174.10	108.10%	Reduce -2.17%	878,465	-19,454
RJF	Raymond James Financial Inc	2023-06-30	Reduce	-0.04%	● 83.46 ($92.86) 103.77	$170.10	83.18%	Reduce -0.56%	2,164,307	-12,203

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