What Glenn Greenberg did in Q1 2025

Brave Warrior Advisors filed 12 moves in Q1 2025: 3 new, 5 add, 4 trim, 0 exit.

13F filed 2025-05-15. Manager quality score: q7. Philosophy: Extreme concentration. 8-10 positions only. High conviction or nothing.

New positions · 3

Fresh money

SLMSLM CORP

NEW·6.4% book·+9

BLDRBUILDERS FIRSTSOURCE INC

NEW·3.6% book·−1

VVISA INC

NEW·0.0% book·+8

Adds · 5

ADD +4%·16.3% book·+26

“Pre-building Schwab.”

LENLENNAR CORP

ADD +23%·5.8% book·−6

DHID R HORTON INC

ADD +50%·3.4% book·−9

COFCAPITAL ONE FINL CORP

ADD +42004%·2.6% book·−13

ICONICON PLC

ADD +67%·0.0% book·−22

Trims · 4

DFSDISCOVER FINL SVCS

TRIM -36%·6.3% book·−13

FNFFIDELITY NATIONAL FINANCIAL

TRIM -41%·5.3% book·−5

ANAUTONATION INC

TRIM -23%·4.2% book·+4

HCAHCA HEALTHCARE INC

TRIM -43%·0.0% book·−8

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.