Tracking Glenn Greenberg's Brave Warrior Advisors Portfolio - Q3 2022 Update

John Vincent profile picture
John Vincent
22.36K Followers

Summary

  • Glenn Greenberg’s 13F portfolio value decreased from $2.91B to $2.89B this quarter.
  • Brave Warrior Advisors increased OneMain Holdings while decreasing Valvoline.
  • The largest three positions are Elevance Health, Apollo Global, and Fidelity National Financial and they add up to ~43% of the portfolio.

Magnifying glass on top of financial market info

SusanneB

This article is part of a series that provides an ongoing analysis of the changes made to Glenn Greenberg's 13F portfolio on a quarterly basis. It is based on Greenberg's regulatory 13F Form filed on 11/14/2022. Please visit our

Glenn Greenberg - Brave Warrior Advisors' Q3 2022 13F Report Q/Q Comparison

Glenn Greenberg - Brave Warrior Advisors' Q3 2022 13F Report Q/Q Comparison (John Vincent (author))

This article was written by

John Vincent profile picture
22.36K Followers
Focused on cloning strategies by analyzing 13F reports of a curated set of around fifty super-investors and generating Absolute Returns thru exploiting inefficiency, volatility, and momentum.

Disclosure: I/we have a beneficial long position in the shares of AMZN, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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