- Glenn Greenberg’s 13F portfolio value increased from $4B to $4.19B this quarter.
- Brave Warrior Advisors increased OneMain Holdings (OMF) and Discover Financial Services (DFS) while reducing Apollo Global (APO), D R Horton (DHI), and Lennar Group (LEN).
- The largest three positions are Elevance Health (ELV), Fidelity National Financial (FNF), and Primerica (PRI) and they add up to ~42% 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 2/14/2024. 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 Q3 2023.
This quarter, Greenberg’s 13F portfolio value increased from
$4B to $4.19B. The top three holdings represent around 42% of the portfolio
while the top five are at 60%. The largest position is Elevance Health which is
at ~20% of the portfolio.
The spreadsheet below highlights changes to Greenberg’s 13F
stock holdings in Q4 2023:
Source: John Vincent. Data constructed from Brave Warrior’s
13F filings for Q3 2023 and Q4 2023.
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