What Glenn Greenberg did in Q3 2025

Brave Warrior Advisors filed 3 moves in Q3 2025: 0 new, 2 add, 1 trim, 0 exit.

13F filed 2025-11-14. Manager quality score: q7. Philosophy: Extreme concentration. 8-10 positions only. High conviction or nothing.

Adds · 2

Adding to conviction

ADD +8%·17.8% book·+29

“Top conviction add.”

ADD +12%·9.4% book·+8

“Adding Visa.”

Trims · 1

TRIM -15%·7.3% book·−3

“Material FIS reduction.”

Current top holdings

#	Ticker	Weight	Conviction
1	SCHW Charles Schwab	17.8%	+29
2	MCO Moody's	14.2%	+15
3	PM Philip Morris	12.6%	0
4	BRO Brown & Brown	10.9%	0
5	V Visa	9.4%	+8
6	FIS Fidelity National Info	7.3%	−3

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