Copy Invest | Sonar Terminal

Glenn Greenberg - Brave Warrior Advisors

199 trades · 163 closed · 36 open · Win rate: 54.8% · Avg return: +33.4% · Median return: +4.2%

⚠ 2 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
PRI - Primerica, Inc.	Q2 2013	$37.44	Open	$306.66	+719.07%	Open	History

GOOGL - Alphabet Inc.	Q4 2017	$52.67	Open	$359.51	+582.57%	Open	History

GOOG - Alphabet Inc.	Q3 2018	$59.66	Open	$357.33	+498.95%	Open	History

SCHW - The Charles Schwab Corp.	Q3 2012	$12.79	Q3 2021	$72.84	+469.51%	Closed	History

JPM - JPMorgan Chase & Co.	Q3 2014	$60.24	Open	$342.89	+469.21%	Open	History

HCA - HCA Healthcare, Inc.	Q1 2020	$89.85	Open	$363.60	+304.67%	Open	History

BAC - Bank of America Corp.	Q4 2013	$15.55	Open	$60.62	+289.84%	Open	History

PGR - The Progressive Corp.	Q4 2019	$72.39	Open	$226.58	+213.00%	Open	History

AMZN - Amazon.com, Inc.	Q1 2023	$103.29	Open	$247.49	+139.61%	Open	History

MAR - Marriott International, Inc.	Q1 2020	$74.91	Q1 2022	$175.53	+134.32%	Closed	History

AMAT - Applied Materials, Inc.	Q4 2025	$256.99	Open	$595.70	+131.80%	Open	History

JPM.WS - Jpmorgan Chase & Co	Q1 2015	$22.01	Q2 2017	$50.29	+128.49%	Closed	History

SNX - TD SYNNEX Corp.	Q1 2024	$113.10	Open	$252.96	+123.66%	Open	History

META - Meta Platforms, Inc.	Q1 2020	$166.80	Q3 2021	$339.49	+103.53%	Closed	History

APO - Apollo Global Management, Inc.	Q1 2022	$61.99	Q3 2024	$124.91	+101.50%	Closed	History

DHI - D.R. Horton, Inc.	Q1 2022	$74.51	Open	$149.99	+101.30%	Open	History

MAR - Marriott International, Inc.	Q2 2023	$183.69	Open	$363.19	+97.72%	Open	History

DFS - Discover Finl Svcs	Q3 2023	$86.63	Q1 2025	$170.70	+97.04%	Closed	History

MCO - Moody's Corp.	Q3 2018	$167.29	Q3 2023	$316.17	+89.00%	Closed	History

MA - Mastercard Inc.	Q2 2010	$19.95	Q4 2011	$37.28	+86.85%	Closed	History

USB - U.S. Bancorp	Q1 2009	$14.61	Q4 2011	$27.05	+85.15%	Closed	History

HCA - HCA Healthcare, Inc.	Q3 2016	$75.63	Q3 2018	$139.12	+83.95%	Closed	History

AN - AutoNation, Inc.	Q4 2022	$107.30	Open	$196.28	+82.93%	Open	History

RJF - Raymond James Financial, Inc.	Q3 2018	$61.37	Q4 2023	$111.50	+81.69%	Closed	History

ELV - Elevance Health, Inc.	Q3 2019	$240.10	Open	$426.79	+77.76%	Open	History

HAL - Halliburton Co.	Q1 2013	$40.41	Q2 2014	$71.01	+75.72%	Closed	History

LAB - Standard BioTools Inc.	Q3 2003	$28.70	Q4 2004	$49.82	+73.59%	Closed	History

RYAAY - Ryanair Holdings plc	Q2 2020	$26.55	Q1 2021	$46.02	+73.35%	Closed	History

PCP - Precision Castparts Corp	Q4 2008	$59.48	Q3 2009	$101.87	+71.27%	Closed	History

735553Q - Alberta Energy Ltd	Q1 1999	$24.56	Q3 2000	$41.62	+69.46%	Closed	History

WAT - Waters Corp.	Q1 2009	$36.95	Q4 2009	$61.96	+67.69%	Closed	History

CMCSK - Comcast Corp New	Q2 2005	$29.95	Q4 2013	$49.88	+66.54%	Closed	History

MPLX - Mplx LP	Q2 2023	$33.94	Open	$56.51	+66.50%	Open	History

AM - Antero Midstream Corp.	Q1 2019	$13.78	Open	$22.76	+65.17%	Open	History

ESRX - Express Scripts Hldg Co	Q4 2012	$54.00	Q2 2015	$88.94	+64.70%	Closed	History

FTDR - Frontdoor, Inc.	Q4 2018	$26.61	Q2 2019	$43.56	+63.70%	Closed	History

MSFT - Microsoft Corp.	Q4 2022	$239.82	Open	$384.93	+60.51%	Open	History

OMF - OneMain Holdings, Inc.	Q2 2022	$37.38	Open	$59.96	+60.41%	Open	History

ORCL - Oracle Corp.	Q4 2011	$25.65	Q2 2014	$40.53	+58.01%	Closed	History

LPX - Louisiana-Pacific Corp.	Q3 2023	$55.27	Q1 2024	$83.91	+51.82%	Closed	History

ICLR - ICON Public Ltd. Co.	Q1 2026	$110.66	Open	$167.97	+51.79%	Open	History

FG - F&G Annuities & Life, Inc.	Q4 2022	$20.01	Open	$30.26	+51.22%	Open	History

SJR - Shaw Communi- Cations Inc	Q3 2003	$12.16	Q4 2004	$18.29	+50.41%	Closed	History

ABG - Asbury Automotive Group, Inc.	Q3 2022	$151.10	Q4 2023	$224.97	+48.89%	Closed	History

META - Meta Platforms, Inc.	Q4 2018	$131.09	Q2 2019	$193.00	+47.23%	Closed	History

AON - Aon plc	Q3 2020	$206.30	Q4 2021	$300.51	+45.67%	Closed	History

V - Visa Inc.	Q3 2011	$21.43	Q2 2012	$30.91	+44.23%	Closed	History

UNH - UnitedHealth Group Inc.	Q2 2004	$31.13	Q4 2004	$44.02	+41.41%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q2 2019	$213.17	Q4 2021	$299.00	+40.26%	Closed	History

WFC - Wells Fargo & Co.	Q2 2023	$42.68	Q1 2024	$57.96	+35.80%	Closed	History

NKE - NIKE, Inc.	Q3 2006	$10.95	Q3 2007	$14.67	+33.90%	Closed	History

ADBE - Adobe Inc.	Q4 2011	$28.27	Q4 2012	$37.68	+33.29%	Closed	History

OHP - Oxford Health Plans Inc	Q3 2003	$41.31	Q2 2004	$55.04	+33.24%	Closed	History

MSFT - Microsoft Corp.	Q3 2013	$33.28	Q3 2015	$44.26	+32.99%	Closed	History

LEN - Lennar Corp.	Q3 2018	$45.20	Q2 2020	$59.65	+31.98%	Closed	History

9ST - Sensata Technologies Hldg NV	Q3 2016	$38.78	Q4 2017	$51.11	+31.79%	Closed	History

DHI - D.R. Horton, Inc.	Q3 2018	$42.18	Q2 2020	$55.45	+31.46%	Closed	History

EQIX - Equinix, Inc.	Q1 2015	$232.85	Q4 2015	$302.40	+29.87%	Closed	History

TCAT - Tca Cable Tv Inc	Q1 1999	$43.50	Q2 1999	$55.50	+27.59%	Closed	History

ECA - Encana Corp	Q3 2003	$36.38	Q3 2004	$46.30	+27.27%	Closed	History

CZN - Citizens Communi- Cations Co	Q2 2002	$8.36	Q4 2002	$10.55	+26.20%	Closed	History

ACGL - Arch Capital Group Ltd.	Q1 2010	$8.47	Q2 2011	$10.64	+25.59%	Closed	History

AXP - American Express Co.	Q4 2008	$18.55	Q2 2009	$23.24	+25.28%	Closed	History

URI - United Rentals, Inc.	Q1 2022	$355.21	Q3 2023	$444.57	+25.16%	Closed	History

KMR - Kinder Morgan Management LLC	Q4 2013	$75.66	Q3 2014	$94.15	+24.44%	Closed	History

FNF - Fidelity National Financial, Inc.	Q2 2021	$40.30	Open	$49.90	+23.83%	Open	History

YCC - Yankee Candle Inc	Q4 1999	$16.31	Q3 2000	$20.12	+23.36%	Closed	History

CMPR - Cimpress N V	Q4 2014	$74.84	Q4 2016	$91.62	+22.42%	Closed	History

YCC - Yankee Candle Inc	Q1 2001	$13.17	Q4 2002	$16.00	+21.49%	Closed	History

ATH - Athene Holding Ltd	Q3 2021	$68.87	Q4 2021	$83.33	+21.00%	Closed	History

RYAAY - Ryanair Holdings plc	Q4 2023	$53.37	Open	$64.29	+20.47%	Open	History

VAR - Varian Med Sys Inc	Q2 2009	$35.14	Q3 2009	$42.13	+19.89%	Closed	History

CMX - Caremark Rx Inc	Q2 2004	$32.94	Q4 2004	$39.43	+19.70%	Closed	History

GD - General Dynamics Corp.	Q4 1999	$26.38	Q3 2000	$31.41	+19.07%	Closed	History

HMA - Health Mgmt	Q2 2003	$18.45	Q3 2003	$21.81	+18.21%	Closed	History

USB - U.S. Bancorp	Q2 2025	$45.25	Q4 2025	$53.36	+17.92%	Closed	History

AG31 - Apollo Global Mgmt Inc	Q3 2021	$61.59	Q4 2021	$72.43	+17.60%	Closed	History

FAF - First American Financial Corp.	Q1 2026	$60.29	Open	$69.76	+15.71%	Open	History

HAL - Halliburton Co.	Q4 2014	$39.33	Q2 2016	$45.29	+15.15%	Closed	History

COF - Capital One Financial Corp.	Q4 2024	$178.32	Open	$205.29	+15.12%	Open	History

YCC - Yankee Candle Inc	Q3 2003	$25.48	Q2 2004	$29.25	+14.80%	Closed	History

BAM.A - Brookfield Asset Mgmt Inc	Q2 2015	$34.93	Q1 2018	$39.00	+11.65%	Closed	History

SUNB - Sunbelt Rentals Holdings, Inc.	Q1 2026	$65.09	Open	$72.42	+11.26%	Open	History

CMCSK - Comcast Corp New	Q3 2003	$29.64	Q4 2004	$32.84	+10.80%	Closed	History

CMX - Caremark Rx Inc	Q2 2005	$44.52	Q1 2006	$49.18	+10.47%	Closed	History

ARES - Ares Management Corp.	Q1 2026	$109.10	Open	$120.30	+10.27%	Open	History

BHI - Baker Hughes Inc	Q4 2014	$56.07	Q2 2015	$61.70	+10.04%	Closed	History

MA - Mastercard Inc.	Q3 2024	$493.80	Open	$538.02	+8.96%	Open	History

BPY - Brookfield Ppty Partners L P	Q3 2015	$21.44	Q4 2015	$23.20	+8.21%	Closed	History

CZN - Citizens Communi- Cations Co	Q3 2003	$11.21	Q2 2004	$12.10	+7.94%	Closed	History

APO - Apollo Global Management, Inc.	Q1 2026	$111.42	Open	$119.93	+7.64%	Open	History

MRP - Millrose Properties, Inc.	Q1 2025	$26.51	Open	$28.33	+6.87%	Open	History

LEN - Lennar Corp.	Q1 2022	$78.58	Open	$83.71	+6.53%	Open	History

CACC - Credit Acceptance Corp.	Q3 2020	$338.64	Q1 2021	$360.20	+6.37%	Closed	History

USB - U.S. Bancorp	Q4 2012	$31.95	Q1 2013	$33.93	+6.20%	Closed	History

UNH - UnitedHealth Group Inc.	Q4 2019	$293.98	Q2 2025	$311.97	+6.12%	Closed	History

DLTR - Dollar Tree, Inc.	Q4 2019	$93.99	Q2 2021	$99.50	+5.86%	Closed	History

CJREF - Corus Entertainment Inc	Q2 2000	$13.57	Q3 2000	$14.31	+5.49%	Closed	History

UMGI - Mediaone Group Inc	Q1 1999	$63.44	Q2 2000	$66.49	+4.81%	Closed	History

MCO - Moody's Corp.	Q3 2024	$474.59	Open	$494.73	+4.24%	Open	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.