Glenn Greenberg · quarter digest
What Glenn Greenberg did in Q3 2024
Brave Warrior Advisors filed 14 moves in Q3 2024: 4 new, 3 add, 6 trim, 1 exit.
13F filed 2024-11-14. Manager quality score: q7. Philosophy: Extreme concentration. 8-10 positions only. High conviction or nothing.
New positions · 4
Fresh money
Adds · 3
Adding to conviction
SNXTD SYNNEX CORPORATION
ADD +11%·9.2% book·+3
LENLENNAR CORP
ADD +12%·6.9% book·−6
RYAAYRYANAIR HOLDINGS PLC
ADD +10182%·4.8% book·−8
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Trims · 6
Taking chips off
Exits · 1
Closed positions
AMATAPPLIED MATLS INC
EXIT·0.0% book·−1
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.