Glenn Greenberg - Brave Warrior Advisors Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 15, 2025
Total Stocks		35
Portfolio Value		$4.37B

Brave Warrior Advisors Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q2 2022Jun 30, 2022	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-1,090-30.7%	$1.27K	2,466
Q2 2022Jun 30, 2022	MAR Marriott International	Marriott International	Sell - Position Exit	-1,185-100.0%	$0.00	-
Q2 2022Jun 30, 2022	RJF Raymond James Financial, Inc.	Raymond James Financial, Inc.	Sell	-7,996-0.4%	$200.81K	2,245,951
Q2 2022Jun 30, 2022	FNF FNF Group of Fidelity National	FNF Group of Fidelity National	Sell	-27,700-0.3%	$337.06K	9,119,482
Q2 2022Jun 30, 2022	ELV Elevance Health, Inc.	Elevance Health, Inc.	Sell	-141,973-10.5%	$584.54K	1,211,276
Q2 2022Jun 30, 2022	HCA HCA Healthcare, Inc.	HCA Healthcare, Inc.	Sell	-202,662-32.5%	$70.61K	420,176
Q2 2022Jun 30, 2022	VVV Valvoline Inc.	Valvoline Inc.	Sell	-410,574-5.1%	$218.26K	7,570,596
Q2 2022Jun 30, 2022	PGR Progressive Corporation (The)	Progressive Corporation (The)	Sell	-1,712,528-99.9%	$203.00	1,746
Q1 2022Mar 31, 2022	FNF FNF Group of Fidelity National	FNF Group of Fidelity National	Buy - Position Entry	+9,147,182	$446.75K	9,147,182
Q1 2022Mar 31, 2022	VVV Valvoline Inc.	Valvoline Inc.	Buy - Position Entry	+7,981,170	$251.89K	7,981,170
Q1 2022Mar 31, 2022	APO Apollo Global Management, Inc.	Apollo Global Management, Inc.	Buy - Position Entry	+5,852,507	$362.80K	5,852,507
Q1 2022Mar 31, 2022	AM Antero Midstream Corporation	Antero Midstream Corporation	Buy - Position Entry	+2,378,233	$25.85K	2,378,233
Q1 2022Mar 31, 2022	PRI Primerica, Inc.	Primerica, Inc.	Buy - Position Entry	+2,107,598	$288.36K	2,107,598
Q1 2022Mar 31, 2022	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy - Position Entry	+1,593,953	$217.29K	1,593,953
Q1 2022Mar 31, 2022	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Buy - Position Entry	+1,532,698	$114.20K	1,532,698
Q1 2022Mar 31, 2022	LAD Lithia Motors, Inc.	Lithia Motors, Inc.	Buy - Position Entry	+885,107	$265.64K	885,107
Q1 2022Mar 31, 2022	LEN Lennar Corporation	Lennar Corporation	Buy - Position Entry	+715,804	$58.10K	715,804
Q1 2022Mar 31, 2022	HCA HCA Healthcare, Inc.	HCA Healthcare, Inc.	Buy - Position Entry	+622,838	$156.10K	622,838
Q1 2022Mar 31, 2022	URI United Rentals, Inc.	United Rentals, Inc.	Buy - Position Entry	+246,418	$87.53K	246,418
Q1 2022Mar 31, 2022	CMCSA Comcast Corporation	Comcast Corporation	Buy - Position Entry	+31,094	$1.46K	31,094
Q1 2022Mar 31, 2022	RJF Raymond James Financial, Inc.	Raymond James Financial, Inc.	Buy	+21,432+1.0%	$247.73K	2,253,947
Q1 2022Mar 31, 2022	FAF First American Corporation (New	First American Corporation (New	Buy - Position Entry	+4,000	$259.00	4,000
Q1 2022Mar 31, 2022	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy - Position Entry	+3,556	$1.81K	3,556
Q1 2022Mar 31, 2022	MA Mastercard Incorporated	Mastercard Incorporated	Buy - Position Entry	+569	$203.00	569
Q1 2022Mar 31, 2022	GOOG Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+345	$964.00	345
Q1 2022Mar 31, 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+333	$926.00	333
Q1 2022Mar 31, 2022	MAR Marriott International	Marriott International	Sell	-2,059-63.5%	$208.00	1,185
Q1 2022Mar 31, 2022	ELV Elevance Health, Inc.	Elevance Health, Inc.	Sell	-12,536-0.9%	$664.74K	1,353,249
Q1 2022Mar 31, 2022	PGR Progressive Corporation (The)	Progressive Corporation (The)	Sell	-528,182-23.6%	$195.41K	1,714,274
Q1 2022Mar 31, 2022	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell - Position Exit	-671,870-100.0%	$0.00	-

Page 11 of 19 • 544 total trades

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