Glenn Greenberg (Brave Warrior Advisors) disclosed sold out in DOLLAR TREE INC
Glenn Greenberg (Brave Warrior Advisors) filed a 13F change in DOLLAR TREE INC (256746108) on 2025-02-14, covering period end 2024-12-31.
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
34 changes from Glenn Greenberg (Brave Warrior Advisors), filed 2025-02-14 for period end 2024-12-31.
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
03769M106 APOLLO GLOBAL MGMT INC | Sold out | -$284.5M | $0 | 7.08% |
36752103 ELEVANCE HEALTH INC | Reduced | -$252.2M | $601.3M | 6.28% |
74164M108 PRIMERICA INC | Reduced | -$155.4M | $231.8M | 3.87% |
526057104 LENNAR CORP | Reduced | -$91.9M | $242.0M | 2.29% |
05329W102 AUTONATION INC | Increased | $74.2M | $248.2M | 1.85% |
536797103 LITHIA MTRS INC | Reduced | -$52.5M | $218.9M | 1.31% |
254709108 DISCOVER FINL SVCS | Reduced | -$47.4M | $437.2M | 1.18% |
23331A109 D R HORTON INC | Reduced | -$43.9M | $109.3M | 1.09% |
87162W100 TD SYNNEX CORPORATION | Increased | $42.6M | $486.4M | 1.06% |
68268W103 ONEMAIN HLDGS INC | Increased | $39.3M | $387.7M | 0.98% |
31620R303 FIDELITY NATIONAL FINANCIAL | Reduced | -$37.7M | $335.3M | 0.94% |
30190A104 F&G ANNUITIES & LIFE INC | Reduced | -$20.2M | $223.8M | 0.50% |
55336V100 MPLX LP | Increased | $14.4M | $211.5M | 0.36% |
783513203 RYANAIR HOLDINGS PLC | Increased | $13.7M | $244.3M | 0.34% |
G4705A100 ICON PLC | New | $629,130 | $629,130 | 0.02% |
03676B102 ANTERO MIDSTREAM CORP | Increased | $587,629 | $29.2M | 0.01% |
02079K305 ALPHABET INC | Increased | $512,570 | $4.1M | 0.01% |
256746108 DOLLAR TREE INC | Sold out | -$501,100 | $0 | 0.01% |
40412C101 HCA HEALTHCARE INC | Reduced | -$358,482 | $1.0M | 0.01% |
594918104 MICROSOFT CORP | Increased | $311,505 | $537,412 | 0.01% |
14040H105 CAPITAL ONE FINL CORP | New | $267,480 | $267,480 | 0.01% |
60505104 BANK AMERICA CORP | Reduced | -$255,389 | $638,681 | 0.01% |
882508104 TEXAS INSTRS INC | Sold out | -$208,636 | $0 | 0.01% |
78409V104 S&P GLOBAL INC | Sold out | -$207,165 | $0 | 0.01% |
46625H100 JPMORGAN CHASE & CO. | Increased | $162,801 | $1.4M | 0.00% |
20030N101 COMCAST CORP NEW | Reduced | -$131,838 | $1.2M | 0.00% |
02079K107 ALPHABET INC | Increased | $88,118 | $721,768 | 0.00% |
23135106 AMAZON COM INC | Increased | $46,284 | $307,146 | 0.00% |
91324P102 UNITEDHEALTH GROUP INC | Reduced | -$39,331 | $252,424 | 0.00% |
571903202 MARRIOTT INTL INC NEW | Increased | $36,226 | $333,054 | 0.00% |
743315103 PROGRESSIVE CORP | Reduced | -$24,706 | $418,359 | 0.00% |
57636Q104 MASTERCARD INCORPORATED | Increased | $13,829 | $222,213 | 0.00% |
02005N100 ALLY FINL INC | Increased | $4,200 | $360,100 | 0.00% |
615369105 MOODYS CORP | Reduced | -$575 | $222,957 | 0.00% |