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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Glenn Greenberg
✓ VerifiedInstitutional Investor • Brave Warrior Advisors
Value
$4.3B
Stocks
38 Stocks (1 new)
Turnover
100.0%
Top Holdings
ICLR(11.96%) OMF(10.10%) SNX(8.42%) ELV(8.25%) SLM(7.58%)
About Investor
Established investor leading Brave Warrior Advisors, with expertise in concentrated value investing in high-quality companies. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Investment philosophy details pending verification.
Glenn Greenberg Top Holdings
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| ICLR | None | ICON Public Limited Company | Health Care | $547.8M | 0 | 12.0% | 0 | No Change |
| OMF | None | OneMain | Financials | $462.5M | 0 | 10.1% | 0 | No Change |
| SNX | None | TD SYNNEX Corporation | Information Technology | $385.4M | 0 | 8.4% | 0 | No Change |
| ELV | None | Elevance Health, Inc. | Health Care | $377.8M | 0 | 8.3% | 0 | No Change |
| SLM | None | SLM Corp | Financials | $347.1M | 0 | 7.6% | 0 | No Change |
| AJG | None | Arthur J. Gallagher & Co. | Financials | $295.0M | 0 | 6.4% | 0 | No Change |
| AN | None | AutoNation, Inc. | Consumer Discretionary | $283.2M | 0 | 6.2% | 0 | No Change |
| RYA.I | None | Ryanair Holdings Plc | General | $256.3M | 0 | 5.6% | 0 | -99.9% |
| PRI | None | Primerica, Inc. | Financials | $246.1M | 0 | 5.4% | 0 | No Change |
| LEN.B | None | Lennar Corporation | General | $214.7M | 0 | 4.7% | 0 | No Change |
Recent Buys (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| MPLXMPLX LP | $179.2M | +100.0% | 3.9% | New |
Recent Sells (13F)
13F Sector Breakdown
Financials37.5%
Health Care20.3%
General14.2%
Consumer Discretionary8.6%
Information Technology8.5%
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Financials | 14 | $1716.8M | 37.5% |
| Health Care | 4 | $927.6M | 20.3% |
| General | 3 | $652.3M | 14.2% |
| Consumer Discretionary | 4 | $395.7M | 8.6% |
| Information Technology | 5 | $388.2M | 8.5% |
| Energy | 3 | $220.9M | 4.8% |
| Industrials | 1 | $209.4M | 4.6% |
| Financial Services | 1 | $66.0M | 1.4% |
| Communication Services | 3 | $2.3M | 0.1% |