- Glenn Greenberg’s 13F portfolio value increased from $3.78B to $4B this quarter.
- Brave Warrior Advisors increased Elevance Health (ELV) and Lennar (LEN) while reducing Lithia Motors (LAD) and Apollo Global (APO).
- The largest three positions are Elevance Health (ELV), Apollo Global (APO), and Primerica (PRI) and they add up to ~43% 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 11/14/2023. 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 Q2 2023.
This quarter, Greenberg’s 13F portfolio value increased from
$3.78B to $4B. The top three holdings represent around 43% of the portfolio
while the top five are at 60%. 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 Q3 2023:
Source: John Vincent. Data constructed from Brave Warrior’s
13F filings for Q2 2023 and Q3 2023.
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