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Glenn Greenberg (Brave Warrior Advisors) disclosed new in KINETIK HOLDINGS INC
Glenn Greenberg (Brave Warrior Advisors) filed a 13F change in KINETIK HOLDINGS INC (02215L209) on 2025-11-14, covering period end 2025-09-30.
Action
New
Capital
$68,765,583 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
36 changes from Glenn Greenberg (Brave Warrior Advisors), filed 2025-11-14 for period end 2025-09-30.
$4.3B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
14040H105 CAPITAL ONE FINL CORP | Reduced | -$184.9M | $205.1M | 4.29% |
36752103 ELEVANCE HEALTH INC FORMERLY | Increased | $161.0M | $592.6M | 3.74% |
02215L209 KINETIK HOLDINGS INC | New | $68.8M | $68.8M | 1.60% |
783513203 RYANAIR HOLDINGS PLC | Reduced | -$64.3M | $246.0M | 1.49% |
601137102 MILLROSE PPTYS INC | Reduced | -$43.5M | $180.7M | 1.01% |
23331A109 D R HORTON INC | Reduced | -$29.0M | $120.1M | 0.67% |
87162W100 TD SYNNEX CORPORATION | Increased | $24.9M | $536.3M | 0.58% |
05329W102 AUTONATION INC | Increased | $24.3M | $265.6M | 0.56% |
78442P106 SLM CORP | Reduced | -$22.9M | $322.7M | 0.53% |
74164M108 PRIMERICA INC | Reduced | -$16.5M | $209.0M | 0.38% |
31620R303 FIDELITY NATIONAL FINANCIAL | Increased | $15.6M | $211.1M | 0.36% |
526057104 LENNAR CORP | Increased | $14.2M | $252.8M | 0.33% |
68268W103 ONEMAIN HLDGS INC | Reduced | -$8.5M | $440.1M | 0.20% |
12008R107 BUILDERS FIRSTSOURCE INC | Increased | $5.7M | $218.9M | 0.13% |
30190A104 F&G ANNUITIES & LIFE INC | Reduced | -$3.8M | $163.2M | 0.09% |
55336V100 MPLX LP | Increased | $2.9M | $223.2M | 0.07% |
02079K305 ALPHABET INC | Increased | $1.5M | $5.3M | 0.03% |
91324P102 UNITEDHEALTH GROUP INC | Sold out | -$467,643 | $0 | 0.01% |
03676B102 ANTERO MIDSTREAM CORP | Increased | $299,160 | $36.3M | 0.01% |
02079K107 ALPHABET INC | Increased | $250,746 | $923,054 | 0.01% |
78409V104 S&P GLOBAL INC | Sold out | -$211,443 | $0 | 0.00% |
882508104 TEXAS INSTRS INC | Sold out | -$209,696 | $0 | 0.00% |
G4705A100 ICON PLC | Reduced | -$202,250 | $525,000 | 0.00% |
40412C101 HCA HEALTHCARE INC | Increased | $169,082 | $1.7M | 0.00% |
46625H100 JPMORGAN CHASE & CO. | Increased | $144,009 | $1.8M | 0.00% |
20030N101 COMCAST CORP NEW | Reduced | -$132,772 | $976,973 | 0.00% |
60505104 BANK AMERICA CORP | Increased | $113,292 | $1.4M | 0.00% |
902973304 US BANCORP DEL | Increased | $46,200 | $724,950 | 0.00% |
743315103 PROGRESSIVE CORP | Reduced | -$34,763 | $431,175 | 0.00% |
571903202 MARRIOTT INTL INC NEW | Reduced | -$15,248 | $310,965 | 0.00% |
615369105 MOODYS CORP | Reduced | -$11,827 | $224,422 | 0.00% |
594918104 MICROSOFT CORP | Increased | $10,784 | $271,924 | 0.00% |
92826C839 VISA INC | Reduced | -$8,448 | $210,973 | 0.00% |
57636Q104 MASTERCARD INCORPORATED | Increased | $2,899 | $240,038 | 0.00% |
30303M102 META PLATFORMS INC | Reduced | -$1,254 | $248,220 | 0.00% |
23135106 AMAZON COM INC | Increased | $252 | $307,398 | 0.00% |