What Glenn Greenberg did in Q3 2024

Brave Warrior Advisors filed 14 moves in Q3 2024: 4 new, 3 add, 6 trim, 1 exit.

13F filed 2024-11-14. Manager quality score: q7. Philosophy: Extreme concentration. 8-10 positions only. High conviction or nothing.

New positions · 4

Fresh money

ALLYALLY FINL INC

NEW·0.0% book·−2

MAMASTERCARD INCORPORATED

NEW·0.0% book·0

MCOMOODYS CORP

NEW·0.0% book·+16

TXNTEXAS INSTRS INC

NEW·0.0% book·−9

Adds · 3

SNXTD SYNNEX CORPORATION

ADD +11%·9.2% book·+3

LENLENNAR CORP

ADD +12%·6.9% book·0

RYAAYRYANAIR HOLDINGS PLC

ADD +10182%·4.8% book·−12

Trims · 6

PRIPRIMERICA INC

TRIM -23%·8.0% book·+1

FNFFIDELITY NATIONAL FINANCIAL

TRIM -18%·7.7% book·−7

APOAPOLLO GLOBAL MGMT INC

TRIM -40%·5.9% book·−8

AMZNAMAZON COM INC

TRIM -36%·0.0% book·−8

HCAHCA HEALTHCARE INC

TRIM -13%·0.0% book·−10

UNHUNITEDHEALTH GROUP INC

TRIM -18%·0.0% book·−25

Exits · 1

AMATAPPLIED MATLS INC

EXIT·0.0% book·−4

Current top holdings

#	Ticker	Weight	Conviction
1	SCHW Charles Schwab	17.8%	+25
2	MCO Moody's	14.2%	+16
3	PM Philip Morris	12.6%	0
4	BRO Brown & Brown	10.9%	0
5	V Visa	9.4%	−14
6	FIS Fidelity National Info	7.3%	−2

Other quarters for Glenn Greenberg

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.