- Glenn Greenberg’s 13F portfolio value decreased from $4.82B to $4.02B this quarter.
- Brave Warrior Advisors increased TD Synnex (SNX) while reducing Discover Financial Services (DFS), AutoNation (AN), Primerica (PRI), and Lithia Motors (LAD).
- The largest three positions are Elevance Health (ELV), TD Synnex (SNX), and Discover Financial (DFS), and they add up to ~38% 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 2/14/2025. 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 Q3 2024.
This quarter, Greenberg’s 13F portfolio value decreased from
$4.82B to $4.02B. The top three holdings represent around 38% of the portfolio
while the top five are at 56%. The largest position is Elevance Health which is
at ~15% of the portfolio.
To learn about individual investing, check out the classics The Intelligent Investor and Security Analysis.
The spreadsheet below highlights changes to Greenberg’s 13F
stock holdings in Q4 2024:
Source: John Vincent. Data constructed from Brave Warrior’s
13F filings for Q3 2024 and Q4 2024.
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