Glenn Greenberg – Brave Warrior Advisors Portfolio Activity & Recent Trades (Jun 30, 2025)

As of Jun 30, 2025, the Brave Warrior Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2025, the filing reported:

New Buys – U.S. Bancorp (USB), Texas Instruments Incorporated (TXN), Meta Platforms, Inc. (META)

Increases – Capital One Financial Corporati (COF), SLM Corporation (SLM), Builders FirstSource, Inc. (BLDR), OneMain Holdings, Inc. (OMF), AutoNation, Inc. (AN), and 3 more

Reductions – Microsoft Corporation (MSFT), Primerica, Inc. (PRI), D.R. Horton, Inc. (DHI), Antero Midstream Corporation (AM), Lennar Corporation (LEN), and 7 more

Complete Exits – Ally Financial Inc. (ALLY), Lithia Motors, Inc. (LAD), Discover Financial Services (DFS)

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Brave Warrior Advisors Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q1 2020Mar 31, 2020	MCO Moody's Corporation	Moody's Corporation	Sell	-2,218-41.5%	$662.00	3,129
Q1 2020Mar 31, 2020	LEN-B Lennar Corporation	Lennar Corporation	Sell	-3,600-27.1%	$281.00	9,708
Q1 2020Mar 31, 2020	PGR Progressive Corporation (The)	Progressive Corporation (The)	Sell	-5,387-0.3%	$126.93K	1,718,989
Q1 2020Mar 31, 2020	RJF Raymond James Financial, Inc.	Raymond James Financial, Inc.	Sell	-165,412-6.9%	$140.98K	2,230,758
Q1 2020Mar 31, 2020	LEN Lennar Corporation	Lennar Corporation	Sell	-692,176-29.2%	$64.08K	1,677,451
Q4 2019Dec 31, 2019	PGR Progressive Corporation (The)	Progressive Corporation (The)	Buy - Position Entry	+1,724,376	$124.83K	1,724,376
Q4 2019Dec 31, 2019	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Buy - Position Entry	+7,799	$733.00	7,799
Q4 2019Dec 31, 2019	BAC Bank of America Corporation	Bank of America Corporation	Sell	-14-0.1%	$512.00	14,532
Q4 2019Dec 31, 2019	GOOG Alphabet Inc.	Alphabet Inc.	Sell - Position Exit	-1,100-100.0%	$0.00	-
Q4 2019Dec 31, 2019	MCO Moody's Corporation	Moody's Corporation	Sell	-1,528-22.2%	$1.27K	5,347
Q4 2019Dec 31, 2019	LEN-B Lennar Corporation	Lennar Corporation	Sell	-5,212-28.1%	$595.00	13,308
Q4 2019Dec 31, 2019	ELV Elevance Health, Inc.	Elevance Health, Inc.	Sell	-10,745-1.7%	$189.57K	627,652
Q4 2019Dec 31, 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-30,175-2.0%	$333.79K	1,473,687
Q4 2019Dec 31, 2019	CMCSA Comcast Corporation	Comcast Corporation	Sell - Position Exit	-31,094-100.0%	$0.00	-
Q4 2019Dec 31, 2019	LEN Lennar Corporation	Lennar Corporation	Sell	-145,117-5.8%	$132.20K	2,369,627
Q4 2019Dec 31, 2019	RJF Raymond James Financial, Inc.	Raymond James Financial, Inc.	Sell	-178,887-6.9%	$214.36K	2,396,170
Q4 2019Dec 31, 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell - Position Exit	-293,654-100.0%	$0.00	-
Q4 2019Dec 31, 2019	AM Antero Midstream Corporation	Antero Midstream Corporation	Sell - Position Exit	-466,459-100.0%	$0.00	-
Q4 2019Dec 31, 2019	PRI Primerica, Inc.	Primerica, Inc.	Sell - Position Exit	-878,303-100.0%	$0.00	-
Q4 2019Dec 31, 2019	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Sell - Position Exit	-1,262,110-100.0%	$0.00	-
Q4 2019Dec 31, 2019	C Citigroup, Inc.	Citigroup, Inc.	Sell - Position Exit	-1,372,732-100.0%	$0.00	-
Q4 2019Dec 31, 2019	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-1,521,243-45.0%	$88.40K	1,858,698
Q4 2019Dec 31, 2019	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell - Position Exit	-2,026,704-100.0%	$0.00	-
Q4 2019Dec 31, 2019	AR Antero Resources Corporation	Antero Resources Corporation	Sell - Position Exit	-11,458,184-100.0%	$0.00	-
Q3 2019Sep 30, 2019	AR Antero Resources Corporation	Antero Resources Corporation	Buy - Position Entry	+11,458,184	$34.60K	11,458,184
Q3 2019Sep 30, 2019	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy - Position Entry	+2,026,704	$238.52K	2,026,704
Q3 2019Sep 30, 2019	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Buy - Position Entry	+1,262,110	$66.53K	1,262,110
Q3 2019Sep 30, 2019	PRI Primerica, Inc.	Primerica, Inc.	Buy - Position Entry	+878,303	$111.75K	878,303
Q3 2019Sep 30, 2019	ELV Elevance Health, Inc.	Elevance Health, Inc.	Buy - Position Entry	+638,397	$153.28K	638,397
Q3 2019Sep 30, 2019	AM Antero Midstream Corporation	Antero Midstream Corporation	Buy - Position Entry	+466,459	$3.45K	466,459

Page 15 of 19 • 555 total trades

«‹

13 14 15 16 17

›»