Glenn Greenberg
Glenn GreenbergBrave Warrior Advisors13F · 15 May 2026
持仓 36前十集中度 75%本季新建/加仓 11减持/清仓 16
112.8%减持210.2%减持38.2%新建仓48.1%减持57.5%减持67.2%加仓75.9%减持85.5%加仓95.2%减持104.8%减持114.6%减持124.5%减持134.3%减持144.0%减持153.4%减持162.4%减持171.0%减持180.1%持有190.0%持有200.0%新建仓210.0%持有220.0%减持230.0%持有240.0%减持250.0%加仓260.0%持有270.0%持有280.0%新建仓290.0%新建仓300.0%新建仓310.0%新建仓320.0%持有330.0%持有340.0%持有350.0%加仓360.0%加仓
SNXSYNNEX Corp.均 40
OMFOneMain Holdings均 44
ICLRICON plc均 53
ELVElevance Health Inc.均 42
ANAutoNation Inc.均 45
SLMSLM Corp.均 41
MRPMillrose Properties均 36
PRIPrimerica Inc.均 53
LENLennar Corp.均 51
BLDRBuilders FirstSource Inc.均 59
MPLXMPLX LP
COFCapital One Financial均 55
RYAAYRyanair Holdings PLC均 55
FNFFidelity National Financial Inc.均 57
FGF&G Annuities & Life Inc.均 41
DHID.R. Horton均 52
AMAntero Midstream Corp.均 51
GOOGLAlphabet Inc.均 71
JPMJPMorgan Chase & Co.均 61
SUNBSunbelt Rentals Holdings Inc均 55
GOOGAlphabet Inc. CL C均 73
BACBank of America Corp.均 63
CMCSAComcast Corp.均 47
HCAHCA Healthcare Inc.均 62
MSFTMicrosoft Corp.均 70
AMATApplied Materials均 74
AMZNAmazon.com Inc.均 69
APOApollo Global Management均 59
ARESAres Management LP均 59
ETEnergy Transfer LP
FAFFirst Amer'n Corp.均 57
MAMastercard Inc.均 66
MARMarriott Int'l.均 58
MCOMoody's Corp.均 62
METAMeta Platforms Inc.均 71
PGRProgressive Corp.均 60
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。