Glenn Greenberg · quarter digest
What Glenn Greenberg did in Q4 2025
Brave Warrior Advisors filed 13 moves in Q4 2025: 1 new, 7 add, 3 trim, 2 exit.
13F filed 2026-02-14. Manager quality score: q7. Philosophy: Extreme concentration. 8-10 positions only. High conviction or nothing.
New positions · 1
Fresh money
AMATAPPLIED MATLS INC
NEW·0.0% book·−2
Adds · 7
Adding to conviction
ADD +10%·19.6% book·+25
“Concentrating further on top conviction.”
ADD +8%·10.2% book·−14
“More Visa.”
SLMSLM CORP
ADD +10%·8.1% book·+9
ANAUTONATION INC
ADD +28%·7.5% book·+5
MRPMILLROSE PPTYS INC
ADD +60%·6.0% book·+9
LENLENNAR CORP
ADD +20%·5.8% book·+13
BLDRBUILDERS FIRSTSOURCE INC
ADD +32%·5.7% book·+2
Trims · 3
Taking chips off
ELVELEVANCE HEALTH INC FORMERLY
TRIM -32%·10.3% book·−7
RYAAYRYANAIR HOLDINGS PLC
TRIM -25%·5.2% book·−13
GOOGLALPHABET INC
TRIM -7%·0.1% book·−27
Exits · 2
Closed positions
KNTKKINETIK HOLDINGS INC
EXIT·0.0% book·−10
ICLRICON PLC
EXIT·0.0% book·−10
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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