Glenn Greenberg (Brave Warrior Advisors) trim Builders FirstSource Inc
Glenn Greenberg (Brave Warrior Advisors) trim $195.3M of disclosed value in Builders FirstSource Inc.
Signal
Investor Move
Action
Trim
Capital
$195.3M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2026
Total Changes
39
New
6
Reduced/Sold
27
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| ICLR | ICON Public Limited Company | New | $331.6M | 0.08% |
| OMF | OneMain Holdings, Inc. | Reduced | $412M | 0.03% |
| ANTM | Elevance Health Inc. | Reduced | $328.6M | 0.03% |
| COF | Capital One Financial Corporation | Reduced | $183.2M | 0.02% |
| SLM | SLM CORP | Reduced | $290.8M | 0.01% |
| MPLX | MPLX LP | Reduced | $185.7M | 0.01% |
| BLDR | Builders FirstSource, Inc. | Reduced | $195.3M | 0.01% |
| RYAAY | Ryanair Holdings plc | Reduced | $175.7M | 0.01% |
| SNX | TD SYNNEX CORP | Increased | $515.2M | 0.01% |
| LEN | Lennar Corporation | Reduced | $209.3M | 0.01% |
| FG | F&G Annuities & Life, Inc. | Reduced | $135.5M | 0.01% |
| FNF | Fidelity National Financial, Inc. | Reduced | $162.4M | 0.01% |
| PRI | Primerica, Inc. | Increased | $220.3M | 0% |
| MRP | MILLROSE PROPERTIES | Reduced | $238.4M | 0% |
| AN | AutoNation, Inc. | Reduced | $302.2M | 0% |
| AM | Antero Midstream Corporation | Increased | $41.9M | 0% |
| DHI | D.R. Horton, Inc. | Reduced | $95.2M | 0% |
| SUNB | Sunbelt Rentals Holdings Inc | New | $1.5M | 0% |
| HCA | HCA Healthcare, Inc. | Reduced | $630.8K | 0% |
| USB | USB | Sold out | $0 | 0% |