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
Q3 2019Sep 30, 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+293,654	$358.59K	293,654
Q3 2019Sep 30, 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+244,438+19.4%	$312.83K	1,503,862
Q3 2019Sep 30, 2019	RJF Raymond James Financial, Inc.	Raymond James Financial, Inc.	Buy	+142,489+5.9%	$212.34K	2,575,057
Q3 2019Sep 30, 2019	CMCSA Comcast Corporation	Comcast Corporation	Buy - Position Entry	+31,094	$1.40K	31,094
Q3 2019Sep 30, 2019	GOOG Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+1,100	$1.34K	1,100
Q3 2019Sep 30, 2019	BAC Bank of America Corporation	Bank of America Corporation	Buy	+14+0.1%	$424.00	14,546
Q3 2019Sep 30, 2019	LEN-B Lennar Corporation	Lennar Corporation	Sell	-400-2.1%	$822.00	18,520
Q3 2019Sep 30, 2019	C Citigroup, Inc.	Citigroup, Inc.	Sell	-15,586-1.1%	$94.83K	1,372,732
Q3 2019Sep 30, 2019	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-24,929-0.7%	$141.38K	3,379,941
Q3 2019Sep 30, 2019	LEN Lennar Corporation	Lennar Corporation	Sell	-859,753-25.5%	$140.45K	2,514,744
Q2 2019Jun 30, 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy - Position Entry	+1,259,424	$268.47K	1,259,424
Q2 2019Jun 30, 2019	LEN-B Lennar Corporation	Lennar Corporation	Buy	+416+2.2%	$729.00	18,920
Q2 2019Jun 30, 2019	RJF Raymond James Financial, Inc.	Raymond James Financial, Inc.	Sell	-26,705-1.1%	$205.67K	2,432,568
Q2 2019Jun 30, 2019	C Citigroup, Inc.	Citigroup, Inc.	Sell	-28,435-2.0%	$97.22K	1,388,318
Q2 2019Jun 30, 2019	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-53,087-1.5%	$136.84K	3,404,870
Q2 2019Jun 30, 2019	LEN Lennar Corporation	Lennar Corporation	Sell	-262,670-7.2%	$163.53K	3,374,497
Q2 2019Jun 30, 2019	BFH Bread Financial Holdings, Inc.	Bread Financial Holdings, Inc.	Sell - Position Exit	-1,126,962-100.0%	$0.00	-
Q1 2019Mar 31, 2019	C Citigroup, Inc.	Citigroup, Inc.	Buy	+225,467+18.9%	$88.15K	1,416,753
Q1 2019Mar 31, 2019	LEN Lennar Corporation	Lennar Corporation	Buy	+213,785+6.2%	$178.55K	3,637,167
Q1 2019Mar 31, 2019	RJF Raymond James Financial, Inc.	Raymond James Financial, Inc.	Buy	+189,030+8.3%	$197.75K	2,459,273
Q1 2019Mar 31, 2019	LEN-B Lennar Corporation	Lennar Corporation	Buy	+5,504+42.3%	$724.00	18,504
Q1 2019Mar 31, 2019	MCO Moody's Corporation	Moody's Corporation	Buy	+16+0.2%	$1.25K	6,875
Q1 2019Mar 31, 2019	BFH Bread Financial Holdings, Inc.	Bread Financial Holdings, Inc.	Sell	-615,691-35.3%	$197.20K	1,126,962
Q1 2019Mar 31, 2019	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-2,529,765-42.2%	$147.86K	3,457,957
Q4 2018Dec 31, 2018	LEN Lennar Corporation	Lennar Corporation	Buy	+1,208,074+54.5%	$134.03K	3,423,382
Q4 2018Dec 31, 2018	RJF Raymond James Financial, Inc.	Raymond James Financial, Inc.	Buy	+195,754+9.4%	$168.93K	2,270,243
Q4 2018Dec 31, 2018	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+148,449+2.5%	$248.67K	5,987,722
Q4 2018Dec 31, 2018	LEN-B Lennar Corporation	Lennar Corporation	Buy - Position Entry	+13,000	$407.00	13,000
Q4 2018Dec 31, 2018	BFH Bread Financial Holdings, Inc.	Bread Financial Holdings, Inc.	Buy	+10,130+0.6%	$261.54K	1,742,653
Q4 2018Dec 31, 2018	MCO Moody's Corporation	Moody's Corporation	Buy	+1,790+35.3%	$961.00	6,859

Page 16 of 19 • 555 total trades

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