StockELV - Elevance Health Inc.
% de la cartera17.71
Actividad recienteAdd 0.51%
Comparte1,641,413
Precio$520.00
Valor$853,535,000
Precio Actual$395.88
Precio reportado-23.87%
52 Week Low$362.21
52 Week High$563.26
Menú
Glenn Greenberg - Brave Warrior Advisors
Glenn Greenberg - Brave Warrior AdvisorsFecha: 30 Jun 2026Inversiones: 40Valor: $4,588,428,000
Inversiones actuales
StockDFS - Discover Financial Services
% de la cartera10.06
Actividad recienteReduce 0.18%
Comparte3,454,706
Precio$140.29
Valor$484,661,000
Precio Actual$171.46
Precio reportado22.22%
52 Week Low$94.49
52 Week High$187.50
StockSNX - SYNNEX Corp.
% de la cartera9.21
Actividad recienteAdd 11.25%
Comparte3,695,615
Precio$120.08
Valor$443,769,000
Precio Actual$132.69
Precio reportado10.50%
52 Week Low$97.68
52 Week High$134.48
StockPRI - Primerica Inc.
% de la cartera8.03
Actividad recienteReduce 22.74%
Comparte1,460,171
Precio$265.15
Valor$387,164,000
Precio Actual$272.95
Precio reportado2.94%
52 Week Low$182.95
52 Week High$307.91
StockFNF - Fidelity National Financial Inc.
% de la cartera7.74
Actividad recienteReduce 18.42%
Comparte6,010,352
Precio$62.06
Valor$373,002,000
Precio Actual$53.85
Precio reportado-13.23%
52 Week Low$45.64
52 Week High$64.29
StockOMF - OneMain Holdings
% de la cartera7.23
Actividad recienteAdd 1.82%
Comparte7,402,222
Precio$47.07
Valor$348,423,000
Precio Actual$51.81
Precio reportado10.07%
52 Week Low$39.59
52 Week High$57.97
StockLEN - Lennar Corp.
% de la cartera6.93
Actividad recienteAdd 12.33%
Comparte1,780,852
Precio$187.48
Valor$333,874,000
Precio Actual$129.98
Precio reportado-30.67%
52 Week Low$129.36
52 Week High$193.27
StockAPO - Apollo Global Management
% de la cartera5.90
Actividad recienteReduce 39.74%
Comparte2,277,466
Precio$124.91
Valor$284,478,000
Precio Actual$153.31
Precio reportado22.74%
52 Week Low$92.81
52 Week High$189.49
StockLAD - Lithia Motors Inc.
% de la cartera5.63
Actividad recienteReduce 0.07%
Comparte854,551
Precio$317.64
Valor$271,440,000
Precio Actual$342.07
Precio reportado7.69%
52 Week Low$241.70
52 Week High$405.68
StockFG - F&g Annuities & Life Inc
% de la cartera5.06
Actividad recienteReduce 9.81%
Comparte5,456,170
Precio$44.72
Valor$244,000,000
Precio Actual$39.07
Precio reportado-12.63%
52 Week Low$34.44
52 Week High$50.50
StockRYAAY - Ryanair Holdings PLC
% de la cartera4.78
Actividad recienteAdd 4012.83%
Comparte5,104,019
Precio$45.18
Valor$230,600,000
Precio Actual$41.35
Precio reportado-8.48%
52 Week Low$36.27
52 Week High$59.17
StockMPLX - MPLX LP
% de la cartera4.09
Actividad recienteAdd 4.66%
Comparte4,432,966
Precio$44.46
Valor$197,090,000
Precio Actual$49.24
Precio reportado10.75%
52 Week Low$33.81
52 Week High$51.94
StockAN - AutoNation Inc.
% de la cartera3.61
Actividad recienteReduce 0.71%
Comparte972,309
Precio$178.92
Valor$173,966,000
Precio Actual$171.65
Precio reportado-4.06%
52 Week Low$133.13
52 Week High$197.18
StockDHI - D.R. Horton
% de la cartera3.18
Actividad recienteReduce 0.36%
Comparte803,061
Precio$190.77
Valor$153,200,000
Precio Actual$137.17
Precio reportado-28.10%
52 Week Low$132.48
52 Week High$199.37
StockAM - Antero Midstream Corp.
% de la cartera0.59
Actividad recienteReduce 9.15%
Comparte1,898,932
Precio$15.05
Valor$28,579,000
Precio Actual$15.72
Precio reportado4.45%
52 Week Low$11.06
52 Week High$16.00
StockGOOGL - Alphabet Inc.
% de la cartera0.08
Actividad reciente—
Comparte21,858
Precio$165.84
Valor$3,625,000
Precio Actual$189.48
Precio reportado14.25%
52 Week Low$130.19
52 Week High$201.42
StockCMCSA - Comcast Corp.
% de la cartera0.03
Actividad reciente—
Comparte31,094
Precio$41.78
Valor$1,299,000
Precio Actual$36.56
Precio reportado-12.49%
52 Week Low$35.57
52 Week High$45.66
StockHCA - HCA Healthcare Inc.
% de la cartera0.03
Actividad recienteReduce 12.91%
Comparte3,373
Precio$406.46
Valor$1,371,000
Precio Actual$306.64
Precio reportado-24.56%
52 Week Low$274.36
52 Week High$416.26
StockBAC - Bank of America Corp.
% de la cartera0.02
Actividad reciente—
Comparte22,532
Precio$39.68
Valor$894,000
Precio Actual$44.87
Precio reportado13.08%
52 Week Low$30.49
52 Week High$47.81
StockJPM - JPMorgan Chase & Co.
% de la cartera0.02
Actividad reciente—
Comparte5,643
Precio$210.88
Valor$1,190,000
Precio Actual$242.89
Precio reportado15.18%
52 Week Low$160.63
52 Week High$253.00
StockALLY - Ally Financial Inc.
% de la cartera0.01
Actividad recienteBuy
Comparte10,000
Precio$35.60
Valor$356,000
Precio Actual$34.35
Precio reportado-3.51%
52 Week Low$30.81
52 Week High$44.77
StockAMZN - Amazon.com Inc.
% de la cartera0.01
Actividad recienteReduce 36.36%
Comparte1,400
Precio$186.43
Valor$261,000
Precio Actual$217.14
Precio reportado16.47%
52 Week Low$149.91
52 Week High$233.00
StockDLTR - Dollar Tree Inc.
% de la cartera0.01
Actividad recienteBuy
Comparte7,126
Precio$70.31
Valor$501,000
Precio Actual$70.90
Precio reportado0.84%
52 Week Low$60.49
52 Week High$151.22
StockGOOG - Alphabet Inc. CL C
% de la cartera0.01
Actividad reciente—
Comparte3,790
Precio$167.28
Valor$634,000
Precio Actual$190.71
Precio reportado14.01%
52 Week Low$131.08
52 Week High$202.88
StockMAR - Marriott Int'l.
% de la cartera0.01
Actividad reciente—
Comparte1,194
Precio$248.74
Valor$297,000
Precio Actual$271.17
Precio reportado9.02%
52 Week Low$203.51
52 Week High$295.45
StockPGR - Progressive Corp.
% de la cartera0.01
Actividad reciente—
Comparte1,746
Precio$253.72
Valor$443,000
Precio Actual$234.42
Precio reportado-7.61%
52 Week Low$160.84
52 Week High$265.51
StockUNH - United Health Group Inc.
% de la cartera0.01
Actividad recienteReduce 18.20%
Comparte499
Precio$585.17
Valor$292,000
Precio Actual$542.49
Precio reportado-7.29%
52 Week Low$431.35
52 Week High$628.32
StockMA - Mastercard Inc.
% de la cartera0.00
Actividad recienteBuy
Comparte422
Precio$492.89
Valor$208,000
Precio Actual$503.95
Precio reportado2.24%
52 Week Low$423.08
52 Week High$536.91
StockMCO - Moody's Corp.
% de la cartera0.00
Actividad recienteBuy
Comparte471
Precio$475.58
Valor$224,000
Precio Actual$453.87
Precio reportado-4.56%
52 Week Low$358.01
52 Week High$503.95
StockMSFT - Microsoft Corp.
% de la cartera0.00
Actividad reciente—
Comparte525
Precio$430.48
Valor$226,000
Precio Actual$413.97
Precio reportado-3.84%
52 Week Low$377.56
52 Week High$466.57
StockSPGI - S&P Global Inc.
% de la cartera0.00
Actividad recienteBuy
Comparte401
Precio$516.21
Valor$207,000
Precio Actual$480.21
Precio reportado-6.97%
52 Week Low$405.38
52 Week High$532.36
StockTXN - Texas Instruments
% de la cartera0.00
Actividad recienteBuy
Comparte1,010
Precio$206.93
Valor$209,000
Precio Actual$190.06
Precio reportado-8.15%
52 Week Low$152.35
52 Week High$220.39
StockICLR - ICON plc
% de la cartera0.02
Actividad recienteBuy
Comparte3,000
Precio$209.67
Valor$629,000
Precio Actual$186.21
Precio reportado-11.19%
52 Week Low$181.51
52 Week High$347.72
StockCOF - Capital One Financial
% de la cartera0.01
Actividad recienteBuy
Comparte1,500
Precio$178.00
Valor$267,000
Precio Actual$202.16
Precio reportado13.57%
52 Week Low$127.24
52 Week High$208.63
StockFG - F&G Annuities & Life Inc.
% de la cartera5.57
Actividad recienteReduce 1.02%
Comparte5,400,441
Precio$41.44
Valor$223,794,000
Precio Actual$30.17
Precio reportado-27.20%
52 Week Low$30.10
52 Week High$50.24
StockSLM - SLM Corp.
% de la cartera6.36
Actividad recienteBuy
Comparte9,455,374
Precio$29.37
Valor$277,704,000
Precio Actual$33.69
Precio reportado14.71%
52 Week Low$19.11
52 Week High$33.88
StockMRP - Millrose Properties
% de la cartera4.83
Actividad recienteBuy
Comparte7,958,813
Precio$26.51
Valor$210,988,000
Precio Actual$28.61
Precio reportado7.92%
52 Week Low$20.71
52 Week High$28.90
StockBLDR - Builders FirstSource Inc.
% de la cartera3.55
Actividad recienteBuy
Comparte1,241,578
Precio$124.94
Valor$155,123,000
Precio Actual$120.64
Precio reportado-3.44%
52 Week Low$103.81
52 Week High$203.14
StockV - Visa Inc.
% de la cartera0.00
Actividad recienteBuy
Comparte618
Precio$351.13
Valor$217,000
Precio Actual$365.12
Precio reportado3.98%
52 Week Low$250.88
52 Week High$366.19
StockDFS-OLD - Discover Financial Services
% de la cartera6.29
Actividad recienteReduce 36.26%
Comparte1,608,880
Precio$170.70
Valor$274,636,000
Precio Actual$200.05
Precio reportado17.19%
52 Week Low$118.43
52 Week High$207.42
StockUSB - U.S. Bancorp
% de la cartera0.02
Actividad recienteBuy
Comparte15,000
Precio$45.27
Valor$679,000
Precio Actual$46.83
Precio reportado3.45%
52 Week Low$34.80
52 Week High$52.21
StockMETA - Meta Platforms Inc.
% de la cartera0.01
Actividad recienteBuy
Comparte338
Precio$736.69
Valor$249,000
Precio Actual$782.13
Precio reportado6.17%
52 Week Low$479.43
52 Week High$795.46
StockKNTK - Kinetik Holdings Inc.
% de la cartera1.60
Actividad recienteBuy
Comparte1,608,928
Precio$42.74
Valor$68,766,000
Precio Actual$34.50
Precio reportado-19.28%
52 Week Low$32.70
52 Week High$63.15
StockAMAT - Applied Materials
% de la cartera0.01
Actividad recienteBuy
Comparte961
Precio$257.02
Valor$247,000
Precio Actual$359.13
Precio reportado39.73%
52 Week Low$122.79
52 Week High$376.32
StockSUNB - Sunbelt Rentals Holdings Inc
% de la cartera0.04
Actividad recienteBuy
Comparte23,762
Precio$65.10
Valor$1,547,000
Precio Actual$76.26
Precio reportado17.14%
52 Week Low$61.03
52 Week High$80.15
StockARES - Ares Management LP
% de la cartera0.01
Actividad recienteBuy
Comparte5,000
Precio$109.20
Valor$546,000
Precio Actual$123.41
Precio reportado13.01%
52 Week Low$94.51
52 Week High$190.20
StockET - Energy Transfer LP
% de la cartera0.01
Actividad recienteBuy
Comparte15,000
Precio$19.33
Valor$290,000
Precio Actual$20.15
Precio reportado4.24%
52 Week Low$15.35
52 Week High$20.47
StockFAF - First Amer'n Corp.
% de la cartera0.01
Actividad recienteBuy
Comparte5,000
Precio$60.20
Valor$301,000
Precio Actual$67.11
Precio reportado11.48%
52 Week Low$51.78
52 Week High$71.42
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
ELV - Elevance Health Inc.
17.71
Add 0.51%
1,641,413
$520.00
$853,535,000
$395.88
-23.87%
$362.21
$563.26
DFS - Discover Financial Services
10.06
Reduce 0.18%
3,454,706
$140.29
$484,661,000
$171.46
22.22%
$94.49
$187.50
SNX - SYNNEX Corp.
9.21
Add 11.25%
3,695,615
$120.08
$443,769,000
$132.69
10.50%
$97.68
$134.48
PRI - Primerica Inc.
8.03
Reduce 22.74%
1,460,171
$265.15
$387,164,000
$272.95
2.94%
$182.95
$307.91
FNF - Fidelity National Financial Inc.
7.74
Reduce 18.42%
6,010,352
$62.06
$373,002,000
$53.85
-13.23%
$45.64
$64.29
OMF - OneMain Holdings
7.23
Add 1.82%
7,402,222
$47.07
$348,423,000
$51.81
10.07%
$39.59
$57.97
LEN - Lennar Corp.
6.93
Add 12.33%
1,780,852
$187.48
$333,874,000
$129.98
-30.67%
$129.36
$193.27
APO - Apollo Global Management
5.90
Reduce 39.74%
2,277,466
$124.91
$284,478,000
$153.31
22.74%
$92.81
$189.49
LAD - Lithia Motors Inc.
5.63
Reduce 0.07%
854,551
$317.64
$271,440,000
$342.07
7.69%
$241.70
$405.68
FG - F&g Annuities & Life Inc
5.06
Reduce 9.81%
5,456,170
$44.72
$244,000,000
$39.07
-12.63%
$34.44
$50.50
RYAAY - Ryanair Holdings PLC
4.78
Add 4012.83%
5,104,019
$45.18
$230,600,000
$41.35
-8.48%
$36.27
$59.17
MPLX - MPLX LP
4.09
Add 4.66%
4,432,966
$44.46
$197,090,000
$49.24
10.75%
$33.81
$51.94
AN - AutoNation Inc.
3.61
Reduce 0.71%
972,309
$178.92
$173,966,000
$171.65
-4.06%
$133.13
$197.18
DHI - D.R. Horton
3.18
Reduce 0.36%
803,061
$190.77
$153,200,000
$137.17
-28.10%
$132.48
$199.37
AM - Antero Midstream Corp.
0.59
Reduce 9.15%
1,898,932
$15.05
$28,579,000
$15.72
4.45%
$11.06
$16.00
GOOGL - Alphabet Inc.
0.08
—
21,858
$165.84
$3,625,000
$189.48
14.25%
$130.19
$201.42
CMCSA - Comcast Corp.
0.03
—
31,094
$41.78
$1,299,000
$36.56
-12.49%
$35.57
$45.66
HCA - HCA Healthcare Inc.
0.03
Reduce 12.91%
3,373
$406.46
$1,371,000
$306.64
-24.56%
$274.36
$416.26
BAC - Bank of America Corp.
0.02
—
22,532
$39.68
$894,000
$44.87
13.08%
$30.49
$47.81
JPM - JPMorgan Chase & Co.
0.02
—
5,643
$210.88
$1,190,000
$242.89
15.18%
$160.63
$253.00
ALLY - Ally Financial Inc.
0.01
Buy
10,000
$35.60
$356,000
$34.35
-3.51%
$30.81
$44.77
AMZN - Amazon.com Inc.
0.01
Reduce 36.36%
1,400
$186.43
$261,000
$217.14
16.47%
$149.91
$233.00
DLTR - Dollar Tree Inc.
0.01
Buy
7,126
$70.31
$501,000
$70.90
0.84%
$60.49
$151.22
GOOG - Alphabet Inc. CL C
0.01
—
3,790
$167.28
$634,000
$190.71
14.01%
$131.08
$202.88
MAR - Marriott Int'l.
0.01
—
1,194
$248.74
$297,000
$271.17
9.02%
$203.51
$295.45
PGR - Progressive Corp.
0.01
—
1,746
$253.72
$443,000
$234.42
-7.61%
$160.84
$265.51
UNH - United Health Group Inc.
0.01
Reduce 18.20%
499
$585.17
$292,000
$542.49
-7.29%
$431.35
$628.32
MA - Mastercard Inc.
0.00
Buy
422
$492.89
$208,000
$503.95
2.24%
$423.08
$536.91
MCO - Moody's Corp.
0.00
Buy
471
$475.58
$224,000
$453.87
-4.56%
$358.01
$503.95
MSFT - Microsoft Corp.
0.00
—
525
$430.48
$226,000
$413.97
-3.84%
$377.56
$466.57
SPGI - S&P Global Inc.
0.00
Buy
401
$516.21
$207,000
$480.21
-6.97%
$405.38
$532.36
TXN - Texas Instruments
0.00
Buy
1,010
$206.93
$209,000
$190.06
-8.15%
$152.35
$220.39
ICLR - ICON plc
0.02
Buy
3,000
$209.67
$629,000
$186.21
-11.19%
$181.51
$347.72
COF - Capital One Financial
0.01
Buy
1,500
$178.00
$267,000
$202.16
13.57%
$127.24
$208.63
FG - F&G Annuities & Life Inc.
5.57
Reduce 1.02%
5,400,441
$41.44
$223,794,000
$30.17
-27.20%
$30.10
$50.24
SLM - SLM Corp.
6.36
Buy
9,455,374
$29.37
$277,704,000
$33.69
14.71%
$19.11
$33.88
MRP - Millrose Properties
4.83
Buy
7,958,813
$26.51
$210,988,000
$28.61
7.92%
$20.71
$28.90
BLDR - Builders FirstSource Inc.
3.55
Buy
1,241,578
$124.94
$155,123,000
$120.64
-3.44%
$103.81
$203.14
V - Visa Inc.
0.00
Buy
618
$351.13
$217,000
$365.12
3.98%
$250.88
$366.19
DFS-OLD - Discover Financial Services
6.29
Reduce 36.26%
1,608,880
$170.70
$274,636,000
$200.05
17.19%
$118.43
$207.42
USB - U.S. Bancorp
0.02
Buy
15,000
$45.27
$679,000
$46.83
3.45%
$34.80
$52.21
META - Meta Platforms Inc.
0.01
Buy
338
$736.69
$249,000
$782.13
6.17%
$479.43
$795.46
KNTK - Kinetik Holdings Inc.
1.60
Buy
1,608,928
$42.74
$68,766,000
$34.50
-19.28%
$32.70
$63.15
AMAT - Applied Materials
0.01
Buy
961
$257.02
$247,000
$359.13
39.73%
$122.79
$376.32
SUNB - Sunbelt Rentals Holdings Inc
0.04
Buy
23,762
$65.10
$1,547,000
$76.26
17.14%
$61.03
$80.15
ARES - Ares Management LP
0.01
Buy
5,000
$109.20
$546,000
$123.41
13.01%
$94.51
$190.20
ET - Energy Transfer LP
0.01
Buy
15,000
$19.33
$290,000
$20.15
4.24%
$15.35
$20.47
FAF - First Amer'n Corp.
0.01
Buy
5,000
$60.20
$301,000
$67.11
11.48%
$51.78
$71.42