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
Q2 2023Jun 30, 2023	APO Apollo Global Management, Inc.	Apollo Global Management, Inc.	Sell	-35,755-0.5%	$604.83M	7,874,383
Q2 2023Jun 30, 2023	HCA HCA Healthcare, Inc.	HCA Healthcare, Inc.	Sell	-37,279-96.4%	$416.68K	1,373
Q2 2023Jun 30, 2023	FG F&G Annuities & Life, Inc.	F&G Annuities & Life, Inc.	Sell	-39,800-0.6%	$168.36M	6,794,158
Q2 2023Jun 30, 2023	FAF First American Corporation (New	First American Corporation (New	Sell	-41,500-86.6%	$364.93K	6,400
Q2 2023Jun 30, 2023	AN AutoNation, Inc.	AutoNation, Inc.	Sell	-129,102-51.6%	$19.95M	121,178
Q2 2023Jun 30, 2023	LEN Lennar Corporation	Lennar Corporation	Sell	-151,774-17.3%	$90.61M	723,116
Q2 2023Jun 30, 2023	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Sell	-156,843-9.9%	$173.25M	1,423,724
Q1 2023Mar 31, 2023	FG F&G Annuities & Life, Inc.	F&G Annuities & Life, Inc.	Buy	+801,818+13.3%	$123.83M	6,833,958
Q1 2023Mar 31, 2023	ELV Elevance Health, Inc.	Elevance Health, Inc.	Buy	+212,353+24.3%	$498.79M	1,084,768
Q1 2023Mar 31, 2023	FAF First American Corporation (New	First American Corporation (New	Buy	+40,400+538.7%	$2.67M	47,900
Q1 2023Mar 31, 2023	AN AutoNation, Inc.	AutoNation, Inc.	Buy	+19,812+8.6%	$33.63M	250,280
Q1 2023Mar 31, 2023	BC Brunswick Corporation	Brunswick Corporation	Buy - Position Entry	+12,328	$1.01M	12,328
Q1 2023Mar 31, 2023	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+9,931+75.5%	$2.39M	23,088
Q1 2023Mar 31, 2023	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy - Position Entry	+5,250	$275.00K	5,250
Q1 2023Mar 31, 2023	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+3,200	$330.53K	3,200
Q1 2023Mar 31, 2023	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-100-8.3%	$522.68K	1,106
Q1 2023Mar 31, 2023	ABG Asbury Automotive Group Inc	Asbury Automotive Group Inc	Sell	-901-0.3%	$58.16M	276,935
Q1 2023Mar 31, 2023	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell - Position Exit	-1,838-100.0%	$0.00	-
Q1 2023Mar 31, 2023	URI United Rentals, Inc.	United Rentals, Inc.	Sell	-1,979-0.4%	$174.44M	440,771
Q1 2023Mar 31, 2023	LEN Lennar Corporation	Lennar Corporation	Sell	-3,575-0.4%	$91.96M	874,890
Q1 2023Mar 31, 2023	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Sell	-8,893-0.6%	$154.41M	1,580,567
Q1 2023Mar 31, 2023	PRI Primerica, Inc.	Primerica, Inc.	Sell	-9,511-0.4%	$370.51M	2,151,149
Q1 2023Mar 31, 2023	RJF Raymond James Financial, Inc.	Raymond James Financial, Inc.	Sell	-10,941-0.5%	$203.00M	2,176,510
Q1 2023Mar 31, 2023	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-11,418-0.7%	$221.23M	1,697,747
Q1 2023Mar 31, 2023	LAD Lithia Motors, Inc.	Lithia Motors, Inc.	Sell	-14,639-1.3%	$244.91M	1,069,822
Q1 2023Mar 31, 2023	OMF OneMain Holdings, Inc.	OneMain Holdings, Inc.	Sell	-18,954-0.4%	$196.29M	5,293,592
Q1 2023Mar 31, 2023	APO Apollo Global Management, Inc.	Apollo Global Management, Inc.	Sell	-25,796-0.3%	$499.60M	7,910,138
Q1 2023Mar 31, 2023	AM Antero Midstream Corporation	Antero Midstream Corporation	Sell	-43,941-1.9%	$23.62M	2,251,866
Q1 2023Mar 31, 2023	FNF FNF Group of Fidelity National	FNF Group of Fidelity National	Sell	-139,086-1.5%	$317.36M	9,085,684
Q1 2023Mar 31, 2023	HCA HCA Healthcare, Inc.	HCA Healthcare, Inc.	Sell	-376,362-90.7%	$10.19M	38,652

Page 8 of 19 • 555 total trades

«‹

6 7 8 9 10

›»