What Glenn Greenberg did in Q4 2025

Brave Warrior Advisors filed 11 moves in Q4 2025: 1 new, 6 add, 3 trim, 1 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·−1

Adds · 6

ADD +10%·19.6% book·+26

“Concentrating further on top conviction.”

ADD +8%·10.2% book·+8

“More Visa.”

SLMSLM CORP

ADD +10%·8.1% book·+9

ANAUTONATION INC

ADD +28%·7.5% book·+4

LENLENNAR CORP

ADD +20%·5.8% book·−6

BLDRBUILDERS FIRSTSOURCE INC

ADD +32%·5.7% book·−1

Trims · 3

ELVELEVANCE HEALTH INC FORMERLY

TRIM -32%·10.3% book·−6

RYAAYRYANAIR HOLDINGS PLC

TRIM -25%·5.2% book·−8

GOOGLALPHABET INC

TRIM -7%·0.1% book·−22

Exits · 1

ICONICON PLC

EXIT·0.0% book·−22

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.