Glenn Greenberg · quarter digest
What Glenn Greenberg did in Q3 2025
Brave Warrior Advisors filed 14 moves in Q3 2025: 0 new, 4 add, 8 trim, 2 exit.
13F filed 2025-11-14. Manager quality score: q7. Philosophy: Extreme concentration. 8-10 positions only. High conviction or nothing.
Adds · 4
Adding to conviction
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Trims · 8
Taking chips off
SNXTD SYNNEX CORPORATION
TRIM -13%·12.5% book·+3
TRIM -15%·7.3% book·−3
“Material FIS reduction.”
LENLENNAR CORP
TRIM -7%·5.9% book·−6
RYAAYRYANAIR HOLDINGS PLC
TRIM -24%·5.7% book·−8
PRIPRIMERICA INC
TRIM -9%·4.9% book·−10
COFCAPITAL ONE FINL CORP
TRIM -47%·4.8% book·−13
DHID R HORTON INC
TRIM -39%·2.8% book·−9
ICONICON PLC
TRIM -40%·0.0% book·−22
Exits · 2
Closed positions
TXNTEXAS INSTRS INC
EXIT·0.0% book·−2
UNHUNITEDHEALTH GROUP INC
EXIT·0.0% book·−4
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.