
	Glenn Greenberg 13F
	Brave Warrior Advisors, LLC

	Last update 2024-05-15	29 Stocks (2 new)
	Value $4.78 Bil	Turnover 17 %
	Countries: Top Holdings: ELV(17.85%)PRI(10.66%)FNF(10.08%)DFS(9.08%)APO(8.95%) 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's Portfolio

Glenn Greenberg Current Holdings

Ticker
Ticker
MPLX
SNX
MA
AN
LEN
DFS
DHI
OMF
GOOGL
CMCSA
HCA
BAC
RYAAY
GOOG
AMZN
MAR
PGR
UNH
WFC
FG

Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
MPLX	MPLX LP	3,025,609	125744.31	+17,697.70%	2.63	+2.62%	0.3	+3.48%	+14.29%	41104.136	Oil & Gas
SNX	TD Synnex Corp	3,061,083	346208.49	New Holding	7.24	+7.24%	3.58	+26.76%	+21.93%	11123.322	Hardware
MA	Mastercard Inc	422	203.22	New Holding	0	0%	0	-4.57%	+6.10%	419423.876	Credit Services
AN	AutoNation Inc	937,763	155274.8	+665.93%	3.25	+2.83%	2.33	+20.44%	+13.02%	6834.843	Vehicles & Parts
LEN	Lennar Corp	1,014,441	174463.56	+77.48%	3.65	+1.59%	0.36	+1.17%	+5.61%	43108.656	Homebuilding & Construction
DFS	Discover Financial Services	3,310,077	433917.99	+25.71%	9.08	+1.86%	1.32	+1.81%	+10.87%	30878.813	Credit Services
DHI	D.R. Horton Inc	810,136	133307.88	+5.57%	2.79	+0.15%	0.25	-0.80%	-4.45%	47625.137	Homebuilding & Construction
OMF	OneMain Holdings Inc	6,672,264	340885.97	+3.98%	7.13	+0.27%	5.57	+6.18%	+2.44%	5792.75	Credit Services
GOOGL	Alphabet Inc	21,858	3299.03	0%	0.07	0%	0	+21.55%	+25.27%	2170053.2	Interactive Media
CMCSA	Comcast Corp	31,094	1347.93	0%	0.03	0%	0	-7.34%	-10.87%	151216.548	Telecommunication Services
HCA	HCA Healthcare Inc	3,873	1291.76	0%	0.03	0%	0	+1.27%	+17.98%	83472.024	Healthcare Providers & Services
BAC	Bank of America Corp	22,532	854.41	0%	0.02	0%	0	+17.86%	+18.74%	310468.701	Banks
RYAAY	Ryanair Holdings PLC	6,526	950.12	0%	0.02	0%	0	-13.15%	-7.32%	27941.071	Transportation
GOOG	Alphabet Inc	3,790	577.07	0%	0.01	0%	0	+21.36%	+25.12%	2170053.2	Interactive Media
AMZN	Amazon.com Inc	2,700	487.03	0%	0.01	0%	0	+3.29%	+18.96%	1880997.905	Retail - Cyclical
MAR	Marriott International Inc	1,194	301.26	0%	0.01	0%	0	-5.67%	+5.42%	67575.393	Travel & Leisure
PGR	Progressive Corp	1,746	361.11	0%	0.01	0%	0	+6.64%	+28.72%	119427.664	Insurance
UNH	UnitedHealth Group Inc	610	301.77	0%	0.01	0%	0	-3.24%	-3.10%	467712.084	Healthcare Plans
WFC	Wells Fargo & Co	5,250	304.29	0%	0.01	0%	0	+12.43%	+23.90%	209911.048	Banks
FG	F&G Annuities & Life Inc	6,087,883	246863.66	-2.08%	5.16	-0.14%	4.83	+0.82%	-11.12%	5127.557	Insurance

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