Glenn Greenberg · quarter digest
What Glenn Greenberg did in Q2 2025
Brave Warrior Advisors filed 19 moves in Q2 2025: 3 new, 9 add, 4 trim, 3 exit.
13F filed 2025-08-14. Manager quality score: q7. Philosophy: Extreme concentration. 8-10 positions only. High conviction or nothing.
New positions · 3
Fresh money
METAMETA PLATFORMS INC
NEW·0.0% book·−2
TXNTEXAS INSTRS INC
NEW·0.0% book·−9
USBUS BANCORP DEL
NEW·0.0% book·−9
Adds · 9
Adding to conviction
ADD +6%·16.9% book·+25
“Starting the big Schwab build.”
OMFONEMAIN HLDGS INC
ADD +7%·10.3% book·+6
COFCAPITAL ONE FINL CORP
ADD +190%·8.9% book·−18
SLMSLM CORP
ADD +11%·7.9% book·+9
ANAUTONATION INC
ADD +7%·5.5% book·+5
BLDRBUILDERS FIRSTSOURCE INC
ADD +47%·4.9% book·+2
BACBANK AMERICA CORP
ADD +83%·0.0% book·−1
HCAHCA HEALTHCARE INC
ADD +104%·0.0% book·−10
UNHUNITEDHEALTH GROUP INC
ADD +200%·0.0% book·−24
Trims · 4
Taking chips off
Exits · 3
Closed positions
DFSDISCOVER FINL SVCS
EXIT·0.0% book·−13
LADLITHIA MTRS INC
EXIT·0.0% book·−9
ALLYALLY FINL INC
EXIT·0.0% book·−3
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
Reading for your research
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