Glenn Greenberg · quarter digest
What Glenn Greenberg did in Q4 2024
Brave Warrior Advisors filed 13 moves in Q4 2024: 2 new, 4 add, 4 trim, 3 exit.
13F filed 2025-02-14. Manager quality score: q7. Philosophy: Extreme concentration. 8-10 positions only. High conviction or nothing.
New positions · 2
Fresh money
COFCAPITAL ONE FINL CORP
NEW·0.0% book·−18
ICLRICON PLC
NEW·0.0% book·−10
Adds · 4
Adding to conviction
SNXTD SYNNEX CORPORATION
ADD +12%·12.1% book·+2
ANAUTONATION INC
ADD +50%·6.2% book·+5
RYAAYRYANAIR HOLDINGS PLC
ADD +10%·6.1% book·−13
MSFTMICROSOFT CORP
ADD +143%·0.0% book·−17
Trims · 4
Taking chips off
DFSDISCOVER FINL SVCS
TRIM -27%·10.9% book·−13
PRIPRIMERICA INC
TRIM -42%·5.8% book·+2
LADLITHIA MTRS INC
TRIM -28%·5.4% book·−9
BACBANK AMERICA CORP
TRIM -36%·0.0% book·−1
Exits · 3
Closed positions
APOAPOLLO GLOBAL MGMT INC
EXIT·0.0% book·−8
DLTRDOLLAR TREE INC
EXIT·0.0% book·−7
TXNTEXAS INSTRS INC
EXIT·0.0% book·−9
Current top holdings
Glenn Greenberg’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
Deep dive
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