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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

38 changes from Glenn Greenberg (Brave Warrior Advisors), filed 2025-08-14 for period end 2025-06-30.

$4.4B portfolio value
StockActionChangeCurrentPortfolio Impact
14040H105
CAPITAL ONE FINL CORP
Increased$276.7M$390.0M6.34%
254709108
DISCOVER FINL SVCS
Sold out-$274.6M$06.30%
36752103
ELEVANCE HEALTH INC
Reduced-$254.6M$431.6M5.84%
536797103
LITHIA MTRS INC
Sold out-$112.1M$02.57%
68268W103
ONEMAIN HLDGS INC
Increased$89.6M$448.6M2.05%
87162W100
TD SYNNEX CORPORATION
Increased$87.6M$511.4M2.01%
783513203
RYANAIR HOLDINGS PLC
Increased$78.2M$310.2M1.79%
78442P106
SLM CORP
Increased$67.9M$345.6M1.56%
05329W102
AUTONATION INC
Increased$58.3M$241.3M1.34%
12008R107
BUILDERS FIRSTSOURCE INC
Increased$58.1M$213.2M1.33%
31620R303
FIDELITY NATIONAL FINANCIAL
Reduced-$34.5M$195.5M0.79%
30190A104
F&G ANNUITIES & LIFE INC
Reduced-$23.7M$167.0M0.54%
55336V100
MPLX LP
Reduced-$13.4M$220.2M0.31%
601137102
MILLROSE PPTYS INC
Increased$13.1M$224.1M0.30%
526057104
LENNAR CORP
Reduced-$12.7M$238.6M0.29%
74164M108
PRIMERICA INC
Reduced-$12.0M$225.5M0.27%
03676B102
ANTERO MIDSTREAM CORP
Increased$1.4M$36.0M0.03%
40412C101
HCA HEALTHCARE INC
Increased$838,408$1.5M0.02%
902973304
US BANCORP DEL
New$678,750$678,7500.02%
60505104
BANK AMERICA CORP
Increased$649,074$1.3M0.01%
02079K305
ALPHABET INC
Increased$471,914$3.9M0.01%
02005N100
ALLY FINL INC
Sold out-$364,700$00.01%
23331A109
D R HORTON INC
Reduced-$310,783$149.1M0.01%
46625H100
JPMORGAN CHASE & CO.
Increased$251,734$1.6M0.01%
30303M102
META PLATFORMS INC
New$249,474$249,4740.01%
594918104
MICROSOFT CORP
Reduced-$217,482$261,1400.00%
882508104
TEXAS INSTRS INC
New$209,696$209,6960.00%
91324P102
UNITEDHEALTH GROUP INC
Increased$206,292$467,6430.00%
G4705A100
ICON PLC
Reduced-$147,700$727,2500.00%
02079K107
ALPHABET INC
Increased$80,196$672,3080.00%
571903202
MARRIOTT INTL INC NEW
Increased$41,802$326,2130.00%
23135106
AMAZON COM INC
Increased$40,782$307,1460.00%
20030N101
COMCAST CORP NEW
Reduced-$37,624$1.1M0.00%
743315103
PROGRESSIVE CORP
Reduced-$28,197$465,9380.00%
615369105
MOODYS CORP
Increased$16,909$236,2490.00%
78409V104
S&P GLOBAL INC
Increased$7,695$211,4430.00%
57636Q104
MASTERCARD INCORPORATED
Increased$5,832$237,1390.00%
92826C839
VISA INC
Increased$2,837$219,4210.00%

Evidence

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Warren Buffett (Berkshire Hathaway) filed a 13F change in 37833100 (37833100) on 2025-08-14, covering period end 2025-03-31.

WB
Sold out25816109

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in 25816109 (25816109) on 2025-08-14, covering period end 2025-03-31.

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Sold out60505104

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in 60505104 (60505104) on 2025-08-14, covering period end 2025-03-31.

Glenn Greenberg (Brave Warrior Advisors) disclosed sold out in ALLY FINL INC | TradingNote AI