Glenn Greenberg · quarter digest
What Glenn Greenberg did in Q3 2025
Brave Warrior Advisors filed 16 moves in Q3 2025: 1 new, 4 add, 9 trim, 2 exit.
13F filed 2025-11-14. Manager quality score: q7. Philosophy: Extreme concentration. 8-10 positions only. High conviction or nothing.
New positions · 1
Fresh money
KNTKKINETIK HOLDINGS INC
NEW·1.6% book·−10
Adds · 4
Adding to conviction
Trims · 9
Taking chips off
SNXTD SYNNEX CORPORATION
TRIM -13%·12.5% book·+2
TRIM -15%·7.3% book·−10
“Material FIS reduction.”
LENLENNAR CORP
TRIM -7%·5.9% book·+13
RYAAYRYANAIR HOLDINGS PLC
TRIM -24%·5.7% book·−13
PRIPRIMERICA INC
TRIM -9%·4.9% book·+2
COFCAPITAL ONE FINL CORP
TRIM -47%·4.8% book·−18
MRPMILLROSE PPTYS INC
TRIM -32%·4.2% book·+9
DHID R HORTON INC
TRIM -39%·2.8% book·−5
ICLRICON PLC
TRIM -40%·0.0% book·−10
Exits · 2
Closed positions
TXNTEXAS INSTRS INC
EXIT·0.0% book·−9
UNHUNITEDHEALTH GROUP INC
EXIT·0.0% book·−24
Current top holdings
Glenn Greenberg’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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