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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.

$4.0B portfolio value
StockActionChangeCurrentPortfolio Impact
03769M106
APOLLO GLOBAL MGMT INC
Sold out-$284.5M$07.08%
36752103
ELEVANCE HEALTH INC
Reduced-$252.2M$601.3M6.28%
74164M108
PRIMERICA INC
Reduced-$155.4M$231.8M3.87%
526057104
LENNAR CORP
Reduced-$91.9M$242.0M2.29%
05329W102
AUTONATION INC
Increased$74.2M$248.2M1.85%
536797103
LITHIA MTRS INC
Reduced-$52.5M$218.9M1.31%
254709108
DISCOVER FINL SVCS
Reduced-$47.4M$437.2M1.18%
23331A109
D R HORTON INC
Reduced-$43.9M$109.3M1.09%
87162W100
TD SYNNEX CORPORATION
Increased$42.6M$486.4M1.06%
68268W103
ONEMAIN HLDGS INC
Increased$39.3M$387.7M0.98%
31620R303
FIDELITY NATIONAL FINANCIAL
Reduced-$37.7M$335.3M0.94%
30190A104
F&G ANNUITIES & LIFE INC
Reduced-$20.2M$223.8M0.50%
55336V100
MPLX LP
Increased$14.4M$211.5M0.36%
783513203
RYANAIR HOLDINGS PLC
Increased$13.7M$244.3M0.34%
G4705A100
ICON PLC
New$629,130$629,1300.02%
03676B102
ANTERO MIDSTREAM CORP
Increased$587,629$29.2M0.01%
02079K305
ALPHABET INC
Increased$512,570$4.1M0.01%
256746108
DOLLAR TREE INC
Sold out-$501,100$00.01%
40412C101
HCA HEALTHCARE INC
Reduced-$358,482$1.0M0.01%
594918104
MICROSOFT CORP
Increased$311,505$537,4120.01%
14040H105
CAPITAL ONE FINL CORP
New$267,480$267,4800.01%
60505104
BANK AMERICA CORP
Reduced-$255,389$638,6810.01%
882508104
TEXAS INSTRS INC
Sold out-$208,636$00.01%
78409V104
S&P GLOBAL INC
Sold out-$207,165$00.01%
46625H100
JPMORGAN CHASE & CO.
Increased$162,801$1.4M0.00%
20030N101
COMCAST CORP NEW
Reduced-$131,838$1.2M0.00%
02079K107
ALPHABET INC
Increased$88,118$721,7680.00%
23135106
AMAZON COM INC
Increased$46,284$307,1460.00%
91324P102
UNITEDHEALTH GROUP INC
Reduced-$39,331$252,4240.00%
571903202
MARRIOTT INTL INC NEW
Increased$36,226$333,0540.00%
743315103
PROGRESSIVE CORP
Reduced-$24,706$418,3590.00%
57636Q104
MASTERCARD INCORPORATED
Increased$13,829$222,2130.00%
02005N100
ALLY FINL INC
Increased$4,200$360,1000.00%
615369105
MOODYS CORP
Reduced-$575$222,9570.00%

Evidence

Related Cards

MB
Reduced47215P106

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in JD.COM INC (47215P106) on 2025-02-14, covering period end 2024-12-31.

MB
Reduced01609W102

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in ALIBABA GROUP HLDG LTD (01609W102) on 2025-02-14, covering period end 2024-12-31.

BB
Reduced790148100

Bruce Berkowitz

Bruce Berkowitz (Fairholme Capital) filed a 13F change in ST JOE CO (790148100) on 2025-02-14, covering period end 2024-12-31.

Glenn Greenberg (Brave Warrior Advisors) disclosed sold out in TEXAS INSTRS INC | TradingNote AI