Glenn Greenberg · quarter digest
What Glenn Greenberg did in Q1 2025
Brave Warrior Advisors filed 14 moves in Q1 2025: 4 new, 5 add, 5 trim, 0 exit.
13F filed 2025-05-15. Manager quality score: q7. Philosophy: Extreme concentration. 8-10 positions only. High conviction or nothing.
New positions · 4
Fresh money
SLMSLM CORP
NEW·6.4% book·+9
MRPMILLROSE PPTYS INC
NEW·4.8% book·+9
BLDRBUILDERS FIRSTSOURCE INC
NEW·3.6% book·+2
VVISA INC
NEW·0.0% book·−14
Adds · 5
Adding to conviction
Trims · 5
Taking chips off
DFSDISCOVER FINL SVCS
TRIM -36%·6.3% book·−13
FNFFIDELITY NATIONAL FINANCIAL
TRIM -41%·5.3% book·−4
ANAUTONATION INC
TRIM -23%·4.2% book·+5
LADLITHIA MTRS INC
TRIM -38%·2.6% book·−9
HCAHCA HEALTHCARE INC
TRIM -43%·0.0% book·−10
Current top holdings
Glenn Greenberg’s book, latest snapshot
Other quarters for Glenn Greenberg
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
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Security Analysis
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