← Superinvestors
GG
Glenn Greenberg
Brave Warrior Advisors
Periodo
Q1 2026
Valore portafoglio
$4.04B
Titoli
36
Attività
11 acquisti · 16 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | SNX TD SYNNEX CORPORATION | 12.75% | Reduce 3.46% | 3,053,644 | $515.2M |
| 2 | OMF ONEMAIN HLDGS INC | 10.2% | Reduce 0.46% | 7,703,307 | $412.0M |
| 3 | ICON PLC | 8.21% | Buy | 2,996,811 | $331.6M |
| 4 | ELV ELEVANCE HEALTH INC FORMERLY | 8.13% | Reduce 10.34% | 1,122,308 | $328.6M |
| 5 | AN AUTONATION INC | 7.48% | Reduce 0.32% | 1,547,728 | $302.2M |
| 6 | SLM SLM CORP | 7.2% | Add 5.86% | 13,584,368 | $290.8M |
| 7 | MRP MILLROSE PPTYS INC | 5.9% | Reduce 0.98% | 8,515,897 | $238.4M |
| 8 | PRI PRIMERICA INC | 5.45% | Add 12.72% | 879,323 | $220.3M |
| 9 | LEN LENNAR CORP | 5.18% | Reduce 0.06% | 2,410,050 | $209.3M |
| 10 | BLDR BUILDERS FIRSTSOURCE INC | 4.83% | Reduce 0.29% | 2,372,292 | $195.3M |
| 11 | MPLX MPLX LP | 4.6% | Reduce 27.28% | 3,253,524 | $185.7M |
| 12 | COF CAPITAL ONE FINL CORP | 4.53% | Reduce 0.45% | 1,004,304 | $183.2M |
| 13 | RYAAY RYANAIR HOLDINGS PLC | 4.35% | Reduce 0.57% | 3,039,376 | $175.7M |
| 14 | FNF FIDELITY NATL FINL INC | 4.02% | Reduce 0.48% | 3,502,213 | $162.4M |
| 15 | FG F&G ANNUITIES & LIFE INC | 3.35% | Reduce 0.44% | 5,353,141 | $135.5M |
| 16 | DHI D R HORTON INC | 2.36% | Reduce 1.18% | 693,561 | $95.2M |
| 17 | AM ANTERO MIDSTREAM CORP | 1.04% | Reduce 0.44% | 1,839,879 | $41.9M |
| 18 | GOOGL ALPHABET INC | 0.14% | — | 20,258 | $5.8M |
| 19 | JPM JPMORGAN CHASE & CO | 0.04% | — | 5,643 | $1.7M |
| 20 | SUNB SUNBELT RENTALS HOLDINGS INC | 0.04% | Buy | 23,762 | $1.5M |
| 21 | GOOG ALPHABET INC | 0.03% | — | 3,790 | $1.1M |
| 22 | CMCSA COMCAST CORP NEW | 0.02% | — | 31,094 | $892,709 |
| 23 | MSFT MICROSOFT CORP | 0.02% | Add 285.71% | 2,025 | $749,594 |
| 24 | BAC BANK AMERICA CORP | 0.02% | Reduce 45.23% | 14,532 | $708,435 |
| 25 | HCA HCA HEALTHCARE INC | 0.02% | Reduce 66.02% | 1,333 | $630,829 |
| 26 | ARES ARES MANAGEMENT CORPORATION | 0.01% | Buy | 5,000 | $545,500 |
| 27 | APO APOLLO GLOBAL MGMT INC | 0.01% | Buy | 4,500 | $501,390 |
| 28 | MAR MARRIOTT INTL INC NEW | 0.01% | — | 1,194 | $390,522 |
| 29 | PGR PROGRESSIVE CORP | 0.01% | Add 2.46% | 1,789 | $354,651 |
| 30 | AMAT APPLIED MATLS INC | 0.01% | — | 961 | $328,460 |
| 31 | FAF FIRST AMERN FINL CORP | 0.01% | Buy | 5,000 | $301,450 |
| 32 | AMZN AMAZON COM INC | 0.01% | — | 1,400 | $291,578 |
| 33 | ET ENERGY TRANSFER L P | 0.01% | Buy | 15,000 | $289,500 |
| 34 | META META PLATFORMS INC | 0.01% | Add 10.36% | 373 | $213,404 |
| 35 | MA MASTERCARD INCORPORATED | 0.01% | — | 422 | $210,857 |
| 36 | MCO MOODYS CORP | 0.01% | — | 471 | $205,474 |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.