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Glenn Greenberg profile
Glenn Greenberg profile

Glenn Greenberg

Brave Warrior Advisors, LLC Holdings Strategy: Value Investor, Long Term Investor

Glenn H. Greenberg with partner John Shapiro founded Chieftain Capital Management, Inc in 1984. They split the company into two organizations. One organization is called Brave Warrior Advisors and is under Glenn H. Greenberg's leadership since 2009. Glenn Greenberg is a value investor. His philosophy has always been to focus on long-term profits. Brave Warrior Advisors invests mainly in the United States. Glenn Greenberg, a seasoned investor renowned for his concentrated investment strategy, holds significant positions in some impactful stocks that demonstrate his confidence and market outlook. His portfolio showcases a diverse mix of financial services, healthcare, and asset management firms.At the top of Greenberg's investments is Anthem Inc (NYSE: ANTM), a leading health benefits company. This stock reflects his bet on the stability and growth potential within the healthcare insurance sector.Following closely is Apollo Global Management Inc - Ordinary Shares - Class A (New) (NYSE: APO). As a global alternative investment manager, it represents Glenn's trust in the robustness of private equity and credit-oriented capital markets.Another key holding is Fidelity National Financial Inc (NYSE: FNF). The company has a strong presence in title insurance and transaction services, indicating Greenberg's tilt towards real estate-related financial assets.Primerica Inc (NYSE: PRI) also forms an essential part of his investment roster, pointing to his belief in the resilience and opportunistic growth of insurance and financial products tailored for middle-income consumers.The fifth prominent investment is Discover Financial Services (NYSE: DFS), which includes not only credit card services but also personal loans and student loans, suggesting Glenn's positive outlook on consumer finance.These top five stock investments illuminate Greenberg's strategic focus on well-established companies poised for consistent performance and reliable returns, aligning with long-term value investing principles. Potential investors looking through the lens of Glenn Greenberg's portfolio can gauge the investor’s penchant for picking industry leaders with a solid foundation and clear growth trajectories.

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Glenn Greenberg Portfolio 2023

Performance

1 Year

+17.39%

3 Years

+32.10%

5 Years

+120.03%

10 years

+172.82%

Sectors

Largest Holdings

Trades

  • Anthem Inc Anthem Inc (ANTM)
  • Sector: Direct Health and Medical Insurance Carriers
  • % of Portfolio: 17.1%
  • (Buy) $302.11 ― +59.7% →$482.58 (Now)
Last trade: Q1 2024 Sold 6.3% shares
  • Fidelity National Financial Inc Fidelity National Financial Inc (FNF)
  • Sector: Direct Property and Casualty Insurance Carriers
  • % of Portfolio: 10.6%
  • (Buy) $45.41 ― +18.8% →$53.94 (Now)
Last trade: Q1 2024 Sold 4.0% shares
  • Primerica Inc Primerica Inc (PRI)
  • Sector: Direct Life Insurance Carriers
  • % of Portfolio: 10.4%
  • (Buy) $49.95 ― +379.9% →$239.71 (Now)
Last trade: Q1 2024 Sold 4.7% shares
Last trade: Q1 2024 Increased shares by 25.7%
Last trade: Q1 2024 Sold 15.5% shares
  • TD Synnex Corp TD Synnex Corp (SNX)
  • Sector: Computer Systems Design Services
  • % of Portfolio: 7.3%
  • (Buy) $103.88 ― +6.0% →$110.10 (Now)
Last trade: Q1 2024 New holding
  • OneMain Holdings Inc OneMain Holdings Inc (OMF)
  • Sector: Credit Card Issuing
  • % of Portfolio: 6.4%
  • (Buy) $40.60 ― +9.3% →$44.37 (Now)
Last trade: Q1 2024 Increased shares by 4.0%
  • JPMorgan Chase & Co. JPMorgan Chase & Co. (JPM)
  • Sector: Commercial Banking
  • % of Portfolio: 5.5%
  • (Buy) $70.48 ― +176.5% →$194.90 (Now)
Last trade: Q1 2024 Sold 21.6% shares
Last trade: Q1 2024 Sold 2.1% shares
Last trade: Q1 2024 Sold 6.9% shares
Last trade: Q1 2024 Increased shares by 77.5%
  • Autonation Inc. Autonation Inc. (AN)
  • Sector: New Car Dealers
  • % of Portfolio: 3.4%
  • (Buy) $138.88 ― +19.6% →$166.06 (Now)
Last trade: Q1 2024 Increased shares by 665.9%
  • D.R. Horton Inc. D.R. Horton Inc. (DHI)
  • Sector: Residential Remodelers
  • % of Portfolio: 3.0%
  • (Buy) $87.41 ― +98.7% →$173.73 (Now)
Last trade: Q1 2024 Increased shares by 5.6%
  • MPLX LP - Unit MPLX LP - Unit (MPLX)
  • Sector: Pipeline Transportation of Natural Gas
  • % of Portfolio: 2.7%
  • (Buy) $38.75 ― +6.1% →$41.13 (Now)
Last trade: Q1 2024 Increased shares by 17697.7%
  • Antero Midstream Corp Antero Midstream Corp (AM)
  • Sector: Pipeline Transportation of Natural Gas
  • % of Portfolio: 0.6%
  • (Buy) $5.76 ― +132.4% →$13.39 (Now)
Last trade: Q1 2024 Sold 3.4% shares
  • Louisiana-Pacific Corp. Louisiana-Pacific Corp. (LPX)
  • Sector: Reconstituted Wood Product Manufacturing
  • % of Portfolio: 0.4%
  • (Buy) $65.66 ― +39.8% →$91.81 (Now)
Last trade: Q1 2024 Sold 2.2% shares
Last trade: Q4 2023 Increased shares by 0.1%
  • HCA Healthcare Inc HCA Healthcare Inc (HCA)
  • Sector: General Medical and Surgical Hospitals
  • % of Portfolio: 0.0%
  • (Buy) $126.43 ― +177.0% →$350.18 (Now)
Last trade: Q4 2023 Increased shares by 182.1%
Last trade: Q2 2018 Sold 2.4% shares
  • Bank Of America Corp. Bank Of America Corp. (BAC)
  • Sector: Commercial Banking
  • % of Portfolio: 0.0%
  • (Buy) $19.91 ― +84.1% →$36.65 (Now)
Last trade: Q4 2023 Increased shares by 55.1%
  • Ryanair Holdings Plc - ADR Ryanair Holdings Plc - ADR (RYAAY)
  • Sector: Scheduled Passenger Air Transportation
  • % of Portfolio: 0.0%
  • (Buy) $109.81 ― -10.3% →$98.48 (Now)
Last trade: Q4 2023 New holding
Last trade: Q4 2023 Sold 45.1% shares
  • Amazon.com Inc. Amazon.com Inc. (AMZN)
  • Sector: Electronic Shopping and Mail-Order Houses
  • % of Portfolio: 0.0%
  • (Buy) $96.61 ― +66.7% →$161.02 (Now)
Last trade: Q2 2023 Sold 15.6% shares
  • Progressive Corp. Progressive Corp. (PGR)
  • Sector: Direct Property and Casualty Insurance Carriers
  • % of Portfolio: 0.0%
  • (Buy) $77.74 ― +171.3% →$210.91 (Now)
Last trade: Q2 2022 Sold 99.9% shares
  • Unitedhealth Group Inc Unitedhealth Group Inc (UNH)
  • Sector: Direct Health and Medical Insurance Carriers
  • % of Portfolio: 0.0%
  • (Buy) $286.56 ― +98.9% →$569.96 (Now)
Last trade: Q4 2023 Sold 14.1% shares
  • Wells Fargo & Co. Wells Fargo & Co. (WFC)
  • Sector: Commercial Banking
  • % of Portfolio: 0.0%
  • (Buy) $40.25 ― +29.5% →$52.12 (Now)
Last trade: Q2 2023 New holding
Last trade: Q2 2023 New holding
  • Microsoft Corporation Microsoft Corporation (MSFT)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 0.0%
  • (Buy) $239.99 ― +64.7% →$395.15 (Now)
Last trade: Q1 2024 Sold 48.8% shares
Last trade: Q1 2024 New holding
  • AT&T, Inc. AT&T, Inc. (T)
  • Sector: Telecommunications Resellers
  • % of Portfolio: Sold
  • (Buy) $39.40 ― -52.0% →$18.91 (Now)
Last trade: Q2 2017 Sold -4.99 Thousand shares
Stock % of
portfolio 		Average
Buy Price 		Current
Price 		Position

Options

Can't find any put or calls that Glenn Greenberg has in Brave Warrior Advisors

Metrics

Performance

1 Year

+17.39%

3 Years

+32.10%

5 Years

+120.03%

10 years

+172.82%

Averaged Ratio's of Portfolio Stocks

  • Market Cap: $72.6 Billion
  • Dividend Yield 2.12 %
  • Beta 0.8778
  • P/E Ratio 15.6
  • Negative P/E Ratio -
  • Profit Margin 11.45%
  • PEG 131.67
  • Price to Sales Ratio 1.47
  • Price to Book Ratio 2.3
  • Enterprise Value to EBIT: 29.06
  • Enterprise Value to Revenue 3.19
  • Total Debt to Enterprise Value 0.36
  • Debt to Equity NaN
  • Quarterly Earnings Growth (YoY) -
  • Return on Equity 18.79%
  • Return on Assets 4.07%
  • Return on Invested Capital 21.69%

About Glenn Greenberg

Glenn H. Greenberg with partner John Shapiro founded Chieftain Capital Management, Inc in 1984. They split the company into two organizations. One organization is called Brave Warrior Advisors and is under Glenn H. Greenberg's leadership since 2009. Glenn Greenberg is a value investor. His philosophy has always been to focus on long-term profits. Brave Warrior Advisors invests mainly in the United States. Glenn Greenberg, a seasoned investor renowned for his concentrated investment strategy, holds significant positions in some impactful stocks that demonstrate his confidence and market outlook. His portfolio showcases a diverse mix of financial services, healthcare, and asset management firms.At the top of Greenberg's investments is Anthem Inc (NYSE: ANTM), a leading health benefits company. This stock reflects his bet on the stability and growth potential within the healthcare insurance sector.Following closely is Apollo Global Management Inc - Ordinary Shares - Class A (New) (NYSE: APO). As a global alternative investment manager, it represents Glenn's trust in the robustness of private equity and credit-oriented capital markets.Another key holding is Fidelity National Financial Inc (NYSE: FNF). The company has a strong presence in title insurance and transaction services, indicating Greenberg's tilt towards real estate-related financial assets.Primerica Inc (NYSE: PRI) also forms an essential part of his investment roster, pointing to his belief in the resilience and opportunistic growth of insurance and financial products tailored for middle-income consumers.The fifth prominent investment is Discover Financial Services (NYSE: DFS), which includes not only credit card services but also personal loans and student loans, suggesting Glenn's positive outlook on consumer finance.These top five stock investments illuminate Greenberg's strategic focus on well-established companies poised for consistent performance and reliable returns, aligning with long-term value investing principles. Potential investors looking through the lens of Glenn Greenberg's portfolio can gauge the investor’s penchant for picking industry leaders with a solid foundation and clear growth trajectories.

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