- Glenn Greenberg’s 13F
portfolio value increased from $4.19B to $4.78B this quarter.
- Brave Warrior Advisors
increased Discover Financial Services (DFS) while reducing Apollo Global
(APO) and JP Morgan Chase (JPM).
- The largest three positions
are Elevance Health (ELV), Primerica (PRI), and Fidelity National
Financial (FNF), and they add up to ~39% of the portfolio.
This article is part of a series that provides an ongoing
analysis of the changes made to Glenn Greenberg’s 13F portfolio on a quarterly
basis. It is based on Greenberg’s regulatory 13F
Form filed on 5/15/2024. Please visit our Tracking
Glenn Greenberg’s Brave Warrior Advisors Portfolio series to get an idea of
his investment philosophy and our previous
update for the fund's moves during Q4 2023.
This quarter, Greenberg’s 13F portfolio value increased from
$4.19B to $4.78B. The top three holdings represent around 39% of the portfolio
while the top five are at 58%. The largest position is Elevance Health which is
at ~18% of the portfolio.
The spreadsheet below highlights changes to Greenberg’s 13F stock holdings in Q1 2024:
Source: John Vincent. Data constructed from Brave Warrior’s
13F filings for Q4 2023 and Q1 2024.
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