GG
Glenn Greenberg (Brave Warrior Advisors) disclosed new in SLM CORP
Glenn Greenberg (Brave Warrior Advisors) filed a 13F change in SLM CORP (78442P106) on 2025-05-15, covering period end 2025-03-31.
Action
New
Capital
$277,704,334 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
35 changes from Glenn Greenberg (Brave Warrior Advisors), filed 2025-05-15 for period end 2025-03-31.
$4.4B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
78442P106 SLM CORP | New | $277.7M | $277.7M | 6.36% |
601137102 MILLROSE PPTYS INC | New | $211.0M | $211.0M | 4.83% |
254709108 DISCOVER FINL SVCS | Reduced | -$162.6M | $274.6M | 3.72% |
12008R107 BUILDERS FIRSTSOURCE INC | New | $155.1M | $155.1M | 3.55% |
14040H105 CAPITAL ONE FINL CORP | Increased | $113.0M | $113.2M | 2.59% |
536797103 LITHIA MTRS INC | Reduced | -$106.8M | $112.1M | 2.45% |
31620R303 FIDELITY NATIONAL FINANCIAL | Reduced | -$105.3M | $230.0M | 2.41% |
36752103 ELEVANCE HEALTH INC | Increased | $84.9M | $686.2M | 1.94% |
05329W102 AUTONATION INC | Reduced | -$65.2M | $183.0M | 1.49% |
87162W100 TD SYNNEX CORPORATION | Reduced | -$62.6M | $423.8M | 1.43% |
23331A109 D R HORTON INC | Increased | $40.1M | $149.4M | 0.92% |
30190A104 F&G ANNUITIES & LIFE INC | Reduced | -$33.1M | $190.7M | 0.76% |
68268W103 ONEMAIN HLDGS INC | Reduced | -$28.8M | $359.0M | 0.66% |
55336V100 MPLX LP | Increased | $22.1M | $233.6M | 0.51% |
783513203 RYANAIR HOLDINGS PLC | Reduced | -$12.2M | $232.1M | 0.28% |
526057104 LENNAR CORP | Increased | $9.3M | $251.3M | 0.21% |
74164M108 PRIMERICA INC | Increased | $5.7M | $237.5M | 0.13% |
03676B102 ANTERO MIDSTREAM CORP | Increased | $5.4M | $34.5M | 0.12% |
02079K305 ALPHABET INC | Reduced | -$757,598 | $3.4M | 0.02% |
40412C101 HCA HEALTHCARE INC | Reduced | -$347,913 | $664,493 | 0.01% |
G4705A100 ICON PLC | Increased | $245,820 | $874,950 | 0.01% |
92826C839 VISA INC | New | $216,584 | $216,584 | 0.00% |
78409V104 S&P GLOBAL INC | New | $203,748 | $203,748 | 0.00% |
02079K107 ALPHABET INC | Reduced | -$129,656 | $592,112 | 0.00% |
743315103 PROGRESSIVE CORP | Increased | $75,776 | $494,135 | 0.00% |
594918104 MICROSOFT CORP | Reduced | -$58,790 | $478,622 | 0.00% |
571903202 MARRIOTT INTL INC NEW | Reduced | -$48,643 | $284,411 | 0.00% |
23135106 AMAZON COM INC | Reduced | -$40,782 | $266,364 | 0.00% |
60505104 BANK AMERICA CORP | Reduced | -$32,261 | $606,420 | 0.00% |
46625H100 JPMORGAN CHASE & CO. | Increased | $31,544 | $1.4M | 0.00% |
20030N101 COMCAST CORP NEW | Reduced | -$19,589 | $1.1M | 0.00% |
57636Q104 MASTERCARD INCORPORATED | Increased | $9,094 | $231,307 | 0.00% |
91324P102 UNITEDHEALTH GROUP INC | Increased | $8,927 | $261,351 | 0.00% |
02005N100 ALLY FINL INC | Increased | $4,600 | $364,700 | 0.00% |
615369105 MOODYS CORP | Reduced | -$3,617 | $219,340 | 0.00% |