What Glenn Greenberg did in Q3 2025

Brave Warrior Advisors filed 14 moves in Q3 2025: 0 new, 4 add, 8 trim, 2 exit.

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

Adds · 4

Adding to conviction

ADD +8%·17.8% book·+25

“Top conviction add.”

ELVELEVANCE HEALTH INC FORMERLY

ADD +65%·13.8% book·−6

ADD +12%·9.4% book·−14

“Adding Visa.”

SLMSLM CORP

ADD +11%·7.5% book·+9

Trims · 8

SNXTD SYNNEX CORPORATION

TRIM -13%·12.5% book·+3

TRIM -15%·7.3% book·−2

“Material FIS reduction.”

LENLENNAR CORP

TRIM -7%·5.9% book·0

RYAAYRYANAIR HOLDINGS PLC

TRIM -24%·5.7% book·−12

PRIPRIMERICA INC

TRIM -9%·4.9% book·+1

COFCAPITAL ONE FINL CORP

TRIM -47%·4.8% book·−17

DHID R HORTON INC

TRIM -39%·2.8% book·−6

ICONICON PLC

TRIM -40%·0.0% book·−12

Exits · 2

TXNTEXAS INSTRS INC

EXIT·0.0% book·−9

UNHUNITEDHEALTH GROUP INC

EXIT·0.0% book·−25

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.