Tracking Glenn Greenberg's Brave Warrior Associates Portfolio - Q3 2012 Update

Below is a spreadsheet that highlights the changes to in Glenn Greenberg's Brave Warrior Associates US long stock portfolio as of Q3 2012. To see how his portfolio has progressed, check our previous update:


 The portfolio increased in value from around $1.41B to $1.61B. The positions were all adjusted incrementally although the number of positions in the portfolio remained steady at 12.



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