Glenn Greenberg (Brave Warrior Advisors) Portfolio March 31, 2021
Glenn Greenberg, revealed in a recent regulatory filing his newest positions. In his Brave Warrior Advisors’s portfolio you can find the top 24 holdings based on Greenberg’s 13F filings as of March 31, 2021.
| No. | Stock | Class | Value | % of total portfolio | Shares | Price per share* |
| 1 | ANTHEM INC | COM | 664,743,000 | 19.6 | 1,353,249 | 491.22 |
| 2 | FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 446,748,000 | 13.2 | 9,147,182 | 48.84 |
| 3 | APOLLO GLOBAL MGMT INC | COM | 362,797,000 | 10.7 | 5,852,507 | 61.99 |
| 4 | PRIMERICA INC | COM | 288,362,000 | 8.5 | 2,107,598 | 136.82 |
| 5 | LITHIA MTRS INC | COM | 265,638,000 | 7.8 | 885,107 | 300.12 |
| 6 | VALVOLINE INC | COM | 251,886,000 | 7.4 | 7,981,170 | 31.56 |
| 7 | RAYMOND JAMES FINL INC | COM | 247,731,000 | 7.3 | 2,253,947 | 109.91 |
| 8 | JPMORGAN CHASE & CO | COM | 217,288,000 | 6.4 | 1,593,953 | 136.32 |
| 9 | PROGRESSIVE CORP | COM | 195,410,000 | 5.8 | 1,714,274 | 113.99 |
| 10 | HCA HEALTHCARE INC | COM | 156,096,000 | 4.6 | 622,838 | 250.62 |
| 11 | D R HORTON INC | COM | 114,201,000 | 3.4 | 1,532,698 | 74.51 |
| 12 | UNITED RENTALS INC | COM | 87,530,000 | 2.6 | 246,418 | 355.21 |
| 13 | LENNAR CORP | CL A | 58,102,000 | 1.7 | 715,804 | 81.17 |
| 14 | ANTERO MIDSTREAM CORP | COM | 25,851,000 | 0.8 | 2,378,233 | 10.87 |
| 15 | UNITEDHEALTH GROUP INC | COM | 1,813,000 | 0.1 | 3,556 | 509.84 |
| 16 | COMCAST CORP NEW | CL A | 1,456,000 | 0.0 | 31,094 | 46.83 |
| 17 | MOODYS CORP | COM | 1,106,000 | 0.0 | 3,279 | 337.3 |
| 18 | ALPHABET INC | CAP STK CL C | 964,000 | 0.0 | 345 | 2794.2 |
| 19 | ALPHABET INC | CAP STK CL A | 926,000 | 0.0 | 333 | 2780.78 |
| 20 | BK OF AMERICA CORP | COM | 599,000 | 0.0 | 14,532 | 41.22 |
| 21 | FIRST AMERN FINL CORP | COM | 259,000 | 0.0 | 4,000 | 64.75 |
| 22 | AMAZON COM INC | COM | 228,000 | 0.0 | 70 | 3257.14 |
| 23 | MARRIOTT INTL INC NEW | CL A | 208,000 | 0.0 | 1,185 | 175.53 |
| 24 | MASTERCARD INCORPORATED | CL A | 203,000 | 0.0 | 569 | 356.77 |
*Price per share is the stock price on the date of the portfolio.