GG
Glenn Greenberg (Brave Warrior Advisors) disclosed reduced in ELEVANCE HEALTH INC
Glenn Greenberg (Brave Warrior Advisors) filed a 13F change in ELEVANCE HEALTH INC (36752103) on 2024-11-14, covering period end 2024-09-30.
Action
Reduced
Capital
$853,534,760 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
33 changes from Glenn Greenberg (Brave Warrior Advisors), filed 2024-11-14 for period end 2024-09-30.
$4.8B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
783513203 RYANAIR HOLDINGS PLC | Increased | $224.8M | $230.6M | 4.66% |
03769M106 APOLLO GLOBAL MGMT INC | Reduced | -$161.8M | $284.5M | 3.36% |
526057104 LENNAR CORP | Increased | $96.3M | $333.9M | 2.00% |
87162W100 TD SYNNEX CORPORATION | Increased | $60.4M | $443.8M | 1.25% |
74164M108 PRIMERICA INC | Reduced | -$60.0M | $387.2M | 1.24% |
536797103 LITHIA MTRS INC | Increased | $55.6M | $271.4M | 1.15% |
23331A109 D R HORTON INC | Increased | $39.6M | $153.2M | 0.82% |
254709108 DISCOVER FINL SVCS | Increased | $31.9M | $484.7M | 0.66% |
36752103 ELEVANCE HEALTH INC | Reduced | -$31.4M | $853.5M | 0.65% |
05329W102 AUTONATION INC | Increased | $17.9M | $174.0M | 0.37% |
55336V100 MPLX LP | Increased | $16.7M | $197.1M | 0.35% |
30190A104 F&G ANNUITIES & LIFE INC | Increased | $13.8M | $244.0M | 0.29% |
31620R303 FIDELITY NATIONAL FINANCIAL | Increased | $8.9M | $373.0M | 0.18% |
68268W103 ONEMAIN HLDGS INC | Reduced | -$4.1M | $348.4M | 0.09% |
03676B102 ANTERO MIDSTREAM CORP | Reduced | -$2.2M | $28.6M | 0.05% |
256746108 DOLLAR TREE INC | New | $501,100 | $501,100 | 0.01% |
02079K305 ALPHABET INC | Reduced | -$356,286 | $3.6M | 0.01% |
02005N100 ALLY FINL INC | New | $355,900 | $355,900 | 0.01% |
38222105 APPLIED MATLS INC | Sold out | -$226,786 | $0 | 0.00% |
615369105 MOODYS CORP | New | $223,532 | $223,532 | 0.00% |
882508104 TEXAS INSTRS INC | New | $208,636 | $208,636 | 0.00% |
57636Q104 MASTERCARD INCORPORATED | New | $208,384 | $208,384 | 0.00% |
78409V104 S&P GLOBAL INC | New | $207,165 | $207,165 | 0.00% |
23135106 AMAZON COM INC | Reduced | -$164,288 | $260,862 | 0.00% |
40412C101 HCA HEALTHCARE INC | Increased | $126,571 | $1.4M | 0.00% |
20030N101 COMCAST CORP NEW | Increased | $81,155 | $1.3M | 0.00% |
743315103 PROGRESSIVE CORP | Increased | $80,403 | $443,065 | 0.00% |
02079K107 ALPHABET INC | Reduced | -$61,512 | $633,650 | 0.00% |
46625H100 JPMORGAN CHASE & CO. | Increased | $48,530 | $1.2M | 0.00% |
91324P102 UNITEDHEALTH GROUP INC | Reduced | -$18,894 | $291,755 | 0.00% |
594918104 MICROSOFT CORP | Reduced | -$8,742 | $225,907 | 0.00% |
571903202 MARRIOTT INTL INC NEW | Increased | $8,155 | $296,828 | 0.00% |
60505104 BANK AMERICA CORP | Reduced | -$2,028 | $894,070 | 0.00% |