What Glenn Greenberg did in Q2 2024

Brave Warrior Advisors filed 12 moves in Q2 2024: 1 new, 5 add, 4 trim, 2 exit.

13F filed 2024-08-14. 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·−1

Adds · 5

SNXTD SYNNEX CORPORATION

ADD +9%·8.5% book·+3

OMFONEMAIN HLDGS INC

ADD +9%·7.8% book·+6

LENLENNAR CORP

ADD +56%·5.3% book·−6

MPLXMPLX LP

ADD +40%·4.0% book·+2

RYAAYRYANAIR HOLDINGS PLC

ADD +661%·0.1% book·−8

Trims · 4

PRIPRIMERICA INC

TRIM -6%·9.9% book·−10

FNFFIDELITY NATIONAL FINANCIAL

TRIM -19%·8.1% book·−5

AMZNAMAZON COM INC

TRIM -19%·0.0% book·−13

JPMJPMORGAN CHASE & CO.

TRIM -100%·0.0% book·−3

Exits · 2

LPXLOUISIANA PAC CORP

EXIT·0.0% book·−6

MAMASTERCARD INCORPORATED

EXIT·0.0% book·+13

Current top holdings

#	Ticker	Weight	Conviction
1	SCHW Charles Schwab	17.8%	+26
2	MCO Moody's	14.2%	+9
3	PM Philip Morris	12.6%	0
4	BRO Brown & Brown	10.9%	0
5	V Visa	9.4%	+8
6	FIS Fidelity National Info	7.3%	−3

Other quarters for Glenn Greenberg

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.