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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

35 changes from Glenn Greenberg (Brave Warrior Advisors), filed 2026-02-17 for period end 2025-12-31.

$4.3B portfolio value
StockActionChangeCurrentPortfolio Impact
36752103
ELEVANCE HEALTH INC FORMERLY
Reduced-$153.8M$438.8M3.60%
68268W103
ONEMAIN HLDGS INC
Increased$82.7M$522.8M1.94%
601137102
MILLROSE PPTYS INC
Increased$76.2M$256.9M1.79%
02215L209
KINETIK HOLDINGS INC
Sold out-$68.8M$01.61%
87162W100
TD SYNNEX CORPORATION
Reduced-$61.1M$475.2M1.43%
05329W102
AUTONATION INC
Increased$55.0M$320.6M1.29%
14040H105
CAPITAL ONE FINL CORP
Increased$39.4M$244.5M0.92%
12008R107
BUILDERS FIRSTSOURCE INC
Increased$25.9M$244.8M0.61%
783513203
RYANAIR HOLDINGS PLC
Reduced-$25.3M$220.7M0.59%
78442P106
SLM CORP
Increased$24.5M$347.2M0.57%
23331A109
D R HORTON INC
Reduced-$19.0M$101.1M0.45%
31620R303
FIDELITY NATIONAL FINANCIAL
Reduced-$19.0M$192.1M0.44%
55336V100
MPLX LP
Increased$15.6M$238.8M0.37%
74164M108
PRIMERICA INC
Reduced-$7.5M$201.6M0.17%
526057104
LENNAR CORP
Reduced-$4.9M$247.9M0.11%
03676B102
ANTERO MIDSTREAM CORP
Reduced-$3.4M$32.9M0.08%
30190A104
F&G ANNUITIES & LIFE INC
Increased$2.7M$165.9M0.06%
02079K305
ALPHABET INC
Increased$1.0M$6.3M0.02%
G4705A100
ICON PLC
Sold out-$525,000$00.01%
02079K107
ALPHABET INC
Increased$266,248$1.2M0.01%
38222105
APPLIED MATLS INC
New$246,967$246,9670.01%
78409V104
S&P GLOBAL INC
New$209,559$209,5590.00%
40412C101
HCA HEALTHCARE INC
Increased$159,509$1.8M0.00%
60505104
BANK AMERICA CORP
Increased$90,474$1.5M0.00%
902973304
US BANCORP DEL
Increased$75,450$800,4000.00%
571903202
MARRIOTT INTL INC NEW
Increased$59,462$370,4270.00%
20030N101
COMCAST CORP NEW
Reduced-$47,573$929,4000.00%
46625H100
JPMORGAN CHASE & CO.
Increased$38,316$1.8M0.00%
743315103
PROGRESSIVE CORP
Reduced-$33,576$397,5990.00%
30303M102
META PLATFORMS INC
Reduced-$25,110$223,1100.00%
594918104
MICROSOFT CORP
Reduced-$18,024$253,9000.00%
615369105
MOODYS CORP
Increased$16,188$240,6100.00%
23135106
AMAZON COM INC
Increased$15,750$323,1480.00%
92826C839
VISA INC
Increased$5,766$216,7390.00%
57636Q104
MASTERCARD INCORPORATED
Increased$873$240,9110.00%

Evidence

Related Cards

PT

Paul Tudor Jones II

Paul Tudor Jones II (Tudor Investment) filed a 13F change in Ishares Russell 2000 Etf - US ETP (464287655) on 2026-02-17, covering period end 2025-12-31.

BA

Bill Ackman

Bill Ackman (Pershing Square) filed a 13F change in META PLATFORMS INC (30303M102) on 2026-02-17, covering period end 2025-12-31.

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Jeffrey Ubben

Jeffrey Ubben (ValueAct) filed a 13F change in BLACKROCK INC (09290D101) on 2026-02-17, covering period end 2025-12-31.

Glenn Greenberg (Brave Warrior Advisors) disclosed reduced in RYANAIR HOLDINGS PLC | TradingNote AI