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HoldLens
Glenn Greenberg · quarter digest

What Glenn Greenberg did in Q2 2025

Brave Warrior Advisors filed 2 moves in Q2 2025: 0 new, 1 add, 1 trim, 0 exit.

13F filed 2025-08-14. Manager quality score: q7. Philosophy: Extreme concentration. 8-10 positions only. High conviction or nothing.

Adds · 1

Adding to conviction

ADD +6%·16.9% book·+29

Starting the big Schwab build.

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Trims · 1

Taking chips off

TRIM -10%·8.1% book·−3

First FIS trim.

Current top holdings

Glenn Greenberg’s book, latest snapshot

#TickerWeight
1SCHW
Charles Schwab
17.8%
2MCO
Moody's
14.2%
3PM
Philip Morris
12.6%
4BRO
Brown & Brown
10.9%
5V
Visa
9.4%
6FIS
Fidelity National Info
7.3%

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