GG
Glenn Greenberg (Brave Warrior Advisors) disclosed increased in ONEMAIN HLDGS INC
Glenn Greenberg (Brave Warrior Advisors) filed a 13F change in ONEMAIN HLDGS INC (68268W103) on 2026-02-17, covering period end 2025-12-31.
Action
Increased
Capital
$522,789,242 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 2026-02-17 for period end 2025-12-31.
$4.3B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
36752103 ELEVANCE HEALTH INC FORMERLY | Reduced | -$153.8M | $438.8M | 3.60% |
68268W103 ONEMAIN HLDGS INC | Increased | $82.7M | $522.8M | 1.94% |
601137102 MILLROSE PPTYS INC | Increased | $76.2M | $256.9M | 1.79% |
02215L209 KINETIK HOLDINGS INC | Sold out | -$68.8M | $0 | 1.61% |
87162W100 TD SYNNEX CORPORATION | Reduced | -$61.1M | $475.2M | 1.43% |
05329W102 AUTONATION INC | Increased | $55.0M | $320.6M | 1.29% |
14040H105 CAPITAL ONE FINL CORP | Increased | $39.4M | $244.5M | 0.92% |
12008R107 BUILDERS FIRSTSOURCE INC | Increased | $25.9M | $244.8M | 0.61% |
783513203 RYANAIR HOLDINGS PLC | Reduced | -$25.3M | $220.7M | 0.59% |
78442P106 SLM CORP | Increased | $24.5M | $347.2M | 0.57% |
23331A109 D R HORTON INC | Reduced | -$19.0M | $101.1M | 0.45% |
31620R303 FIDELITY NATIONAL FINANCIAL | Reduced | -$19.0M | $192.1M | 0.44% |
55336V100 MPLX LP | Increased | $15.6M | $238.8M | 0.37% |
74164M108 PRIMERICA INC | Reduced | -$7.5M | $201.6M | 0.17% |
526057104 LENNAR CORP | Reduced | -$4.9M | $247.9M | 0.11% |
03676B102 ANTERO MIDSTREAM CORP | Reduced | -$3.4M | $32.9M | 0.08% |
30190A104 F&G ANNUITIES & LIFE INC | Increased | $2.7M | $165.9M | 0.06% |
02079K305 ALPHABET INC | Increased | $1.0M | $6.3M | 0.02% |
G4705A100 ICON PLC | Sold out | -$525,000 | $0 | 0.01% |
02079K107 ALPHABET INC | Increased | $266,248 | $1.2M | 0.01% |
38222105 APPLIED MATLS INC | New | $246,967 | $246,967 | 0.01% |
78409V104 S&P GLOBAL INC | New | $209,559 | $209,559 | 0.00% |
40412C101 HCA HEALTHCARE INC | Increased | $159,509 | $1.8M | 0.00% |
60505104 BANK AMERICA CORP | Increased | $90,474 | $1.5M | 0.00% |
902973304 US BANCORP DEL | Increased | $75,450 | $800,400 | 0.00% |
571903202 MARRIOTT INTL INC NEW | Increased | $59,462 | $370,427 | 0.00% |
20030N101 COMCAST CORP NEW | Reduced | -$47,573 | $929,400 | 0.00% |
46625H100 JPMORGAN CHASE & CO. | Increased | $38,316 | $1.8M | 0.00% |
743315103 PROGRESSIVE CORP | Reduced | -$33,576 | $397,599 | 0.00% |
30303M102 META PLATFORMS INC | Reduced | -$25,110 | $223,110 | 0.00% |
594918104 MICROSOFT CORP | Reduced | -$18,024 | $253,900 | 0.00% |
615369105 MOODYS CORP | Increased | $16,188 | $240,610 | 0.00% |
23135106 AMAZON COM INC | Increased | $15,750 | $323,148 | 0.00% |
92826C839 VISA INC | Increased | $5,766 | $216,739 | 0.00% |
57636Q104 MASTERCARD INCORPORATED | Increased | $873 | $240,911 | 0.00% |