Top Funds / Brave Warrior Advisors, LLC


Glenn Greenberg

2021Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q4 $ vs. 2020Q4
Anthem, Inc. 1,163,729 $417,720,000 13.64% +392,594 +$170,117,000
BERKSHIRE HATHAWAY INC CL B 1,386,826 $354,293,000 11.57% -8,712 +$30,710,000
AON PLC CL A 1,529,149 $351,873,000 11.49% +31,515 +$35,468,000
JPMORGAN CHASE & CO 2,182,213 $332,198,000 10.85% -46,309 +$49,019,000
Primerica, Inc. 1,888,591 $279,171,000 9.12% +218,581 +$55,507,000
HCA Healthcare, Inc. 1,361,355 $256,398,000 8.37% -260,821 -$10,385,000
RAYMOND JAMES FINANCIAL INC 2,044,690 $250,597,000 8.18% -15,011 +$53,546,000
PROGRESSIVE CORP/OH/ 2,390,387 $228,545,000 7.46% +740,387 +$65,393,000
VALVOLINE INC 7,647,450 $199,369,000 6.51% New +$199,369,000
DOLLAR TREE, INC. 1,510,911 $172,939,000 5.65% +535,890 +$67,598,000
UNITEDHEALTH GROUP INC 246,430 $91,689,000 2.99% +83,316 +$34,488,000
SCHWAB CHARLES CORP 734,288 $47,861,000 1.56% -1,584,709 -$75,138,000
Antero Midstream Corp 3,481,162 $31,435,000 1.03% -1,917,231 -$10,186,000
RYANAIR HOLDINGS PLC SPONSORED ADS 203,249 $23,374,000 0.76% -1,726 +$831,000
ANTERO RESOURCES Corp 1,500,000 $15,300,000 0.50% New +$15,300,000
COMCAST CORP CL A 31,094 $1,682,000 0.05% No Change +$53,000
Facebook Inc CL A 5,055 $1,489,000 0.05% -248,570 -$67,791,000
Alphabet Inc. CAP STK CL A 691 $1,425,000 0.05% -65,855 -$115,206,000
CREDIT ACCEPTANCE CORP 3,548 $1,278,000 0.04% -451,814 -$156,341,000
Alphabet Inc. CAP STK CL C 524 $1,084,000 0.04% No Change +$166,000
MOODYS CORP /DE/ 3,279 $979,000 0.03% No Change +$27,000
BANK OF AMERICA CORP /DE/ 14,532 $562,000 0.02% No Change +$122,000
MARRIOTT INTERNATIONAL INC /MD/ CL A 3,223 $477,000 0.02% +326 +$95,000
AMAZON COM INC 69 $213,000 0.01% No Change -$12,000