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
ET - Energy Transfer LP	Q1 2026	$19.30	Open	$20.07	+3.99%	Open	History

3346Q - Us Bancorp Del	Q1 2000	$21.88	Q3 2000	$22.75	+3.98%	Closed	History

SPGI - S&P Global Inc.	Q1 2025	$480.70	Q2 2025	$498.86	+3.78%	Closed	History

BIP - Brookfield Infrast Partners	Q3 2015	$14.59	Q4 2015	$15.04	+3.10%	Closed	History

ALLY - Ally Financial Inc.	Q3 2024	$35.59	Q1 2025	$36.47	+2.47%	Closed	History

WLY - John Wiley & Sons, Inc.	Q1 2011	$50.84	Q2 2011	$52.01	+2.30%	Closed	History

ECA - Encana Corp	Q2 2002	$30.60	Q4 2002	$31.10	+1.63%	Closed	History

NHL - Newhall Land And	Q3 2001	$28.35	Q4 2002	$28.75	+1.41%	Closed	History

V - Visa Inc.	Q1 2025	$350.46	Q4 2025	$350.71	+0.07%	Closed	History

3017264Q - Servicemaster Co	Q4 1999	$12.31	Q4 1999	$12.31	+0.00%	Closed	History

3346Q - Us Bancorp Del	Q1 2001	$23.20	Q1 2001	$23.20	+0.00%	Closed	History

571 - Antero Midstream Gp LP	Q4 2018	$11.18	Q4 2018	$11.18	+0.00%	Closed	History

AMAT - Applied Materials, Inc.	Q2 2024	$235.99	Q2 2024	$235.99	+0.00%	Closed	History

AR - Antero Resources Corp.	Q1 2021	$10.20	Q1 2021	$10.20	+0.00%	Closed	History

AXP - American Express Co.	Q1 1999	$34.36	Q1 1999	$34.36	+0.00%	Closed	History

AXP - American Express Co.	Q2 2008	$37.67	Q2 2008	$37.67	+0.00%	Closed	History

BBU - Brookfield Business Partners	Q2 2016	$19.09	Q2 2016	$19.09	+0.00%	Closed	History

CDK - Cdk Global Inc	Q3 2020	$43.58	Q3 2020	$43.58	+0.00%	Closed	History

CMA - Comerica Inc	Q2 2023	$42.36	Q2 2023	$42.36	+0.00%	Closed	History

CMCSK - Comcast Corp New	Q4 2002	$22.59	Q4 2002	$22.59	+0.00%	Closed	History

COL - Rockwell Collins Inc	Q1 2009	$326.40	Q1 2009	$326.40	+0.00%	Closed	History

DLTR - Dollar Tree, Inc.	Q3 2024	$70.32	Q3 2024	$70.32	+0.00%	Closed	History

EPD - Enterprise Products Partners L.P.	Q3 2023	$27.37	Q3 2023	$27.37	+0.00%	Closed	History

ESRX - Express Scripts Hldg Co	Q4 2017	$74.58	Q4 2017	$74.58	+0.00%	Closed	History

ESRX - Express Scripts Hldg Co	Q2 2018	$77.21	Q2 2018	$77.21	+0.00%	Closed	History

FISV - Fiserv, Inc.	Q2 2013	$21.85	Q2 2013	$21.85	+0.00%	Closed	History

GD - General Dynamics Corp.	Q1 2001	$31.37	Q1 2001	$31.37	+0.00%	Closed	History

GD - General Dynamics Corp.	Q1 2009	$41.59	Q1 2009	$41.59	+0.00%	Closed	History

GGQ1 - Google Inc	Q2 2013	$880.38	Q2 2013	$880.38	+0.00%	Closed	History

HMN - Horace Mann Educators Corp.	Q1 1999	$23.19	Q1 1999	$23.19	+0.00%	Closed	History

IQV - IQVIA Holdings Inc.	Q4 2017	$97.90	Q4 2017	$97.90	+0.00%	Closed	History

KEY - KeyCorp	Q4 2023	$14.40	Q4 2023	$14.40	+0.00%	Closed	History

KNTK - Kinetik Holdings Inc	Q3 2025	$42.74	Q3 2025	$42.74	+0.00%	Closed	History

LVNTB - Liberty Interactive Corp	Q4 2016	$36.87	Q4 2016	$36.87	+0.00%	Closed	History

MA - Mastercard Inc.	Q2 2021	$365.59	Q2 2021	$365.59	+0.00%	Closed	History

MA - Mastercard Inc.	Q1 2024	$481.57	Q1 2024	$481.57	+0.00%	Closed	History

META - Meta Platforms, Inc.	Q4 2022	$120.34	Q4 2022	$120.34	+0.00%	Closed	History

MSI - Motorola Solutions, Inc.	Q3 2013	$59.38	Q3 2013	$59.38	+0.00%	Closed	History

PHM - PulteGroup, Inc.	Q3 2022	$37.42	Q3 2022	$37.42	+0.00%	Closed	History

RNR - RenaissanceRe Holdings Ltd.	Q1 2010	$56.76	Q1 2010	$56.76	+0.00%	Closed	History

RRC - Range Resources Corp.	Q4 2018	$9.57	Q4 2018	$9.57	+0.00%	Closed	History

SCHW - The Charles Schwab Corp.	Q1 2023	$52.38	Q1 2023	$52.38	+0.00%	Closed	History

SPGI - S&P Global Inc.	Q3 2024	$488.76	Q3 2024	$488.76	+0.00%	Closed	History

SPGI - S&P Global Inc.	Q4 2025	$494.41	Q4 2025	$494.41	+0.00%	Closed	History

SQSP - Squarespace Inc	Q2 2021	$59.33	Q2 2021	$59.33	+0.00%	Closed	History

SVW - Servicemaster Global Hldgs I	Q2 2017	$39.19	Q2 2017	$39.19	+0.00%	Closed	History

TXN - Texas Instruments Inc.	Q3 2024	$206.57	Q3 2024	$206.57	+0.00%	Closed	History

TXN - Texas Instruments Inc.	Q2 2025	$207.62	Q2 2025	$207.62	+0.00%	Closed	History

V - Visa Inc.	Q2 2010	$17.69	Q2 2010	$17.69	+0.00%	Closed	History

WFC - Wells Fargo & Co.	Q3 2011	$24.12	Q3 2011	$24.12	+0.00%	Closed	History

MA - Mastercard Inc.	Q4 2021	$358.52	Q1 2022	$356.77	-0.49%	Closed	History

KMI - Kinder Morgan, Inc.	Q4 2014	$42.31	Q1 2015	$42.06	-0.59%	Closed	History

735553Q - Alberta Energy Ltd	Q1 2001	$44.31	Q1 2002	$43.90	-0.93%	Closed	History

AXTA - Axalta Coating Systems Ltd.	Q1 2016	$29.20	Q3 2017	$28.92	-0.96%	Closed	History

ICLR - ICON Public Ltd. Co.	Q2 2023	$250.20	Q3 2023	$246.25	-1.58%	Closed	History

LAD - Lithia Motors, Inc.	Q1 2022	$300.12	Q1 2025	$293.54	-2.19%	Closed	History

6684 - Hewlett Packard Co	Q4 2010	$42.10	Q1 2011	$40.97	-2.68%	Closed	History

VVV - Valvoline Inc	Q1 2021	$26.07	Q3 2022	$25.34	-2.80%	Closed	History

BC - Brunswick Corp.	Q1 2023	$82.00	Q3 2023	$79.00	-3.66%	Closed	History

T - AT&T Inc.	Q2 2016	$32.67	Q1 2017	$31.46	-3.70%	Closed	History

C - Citigroup Inc.	Q3 2018	$71.74	Q3 2019	$69.08	-3.71%	Closed	History

CMCSA - Comcast Corp.	Q1 2010	$8.83	Q3 2010	$8.47	-4.14%	Closed	History

ESRX - Express Scripts Hldg Co	Q4 2016	$68.79	Q1 2017	$65.91	-4.19%	Closed	History

CMCSA - Comcast Corp.	Q4 2013	$24.35	Open	$23.19	-4.78%	Open	History

FMCC - Federal Home Ln Mtg Corp	Q1 1999	$57.31	Q3 2000	$54.06	-5.67%	Closed	History

FMCC - Federal Home Ln Mtg Corp	Q2 2005	$65.23	Q1 2006	$61.00	-6.48%	Closed	History

AON-W - NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE AON CORP	Q1 2011	$52.96	Q1 2012	$49.06	-7.36%	Closed	History

LEN.B - Lennar CL B	Q4 2018	$29.76	Q1 2020	$27.52	-7.54%	Closed	History

9489 - At&t Corp.	Q2 2000	$31.81	Q3 2000	$29.38	-7.64%	Closed	History

META - Meta Platforms, Inc.	Q2 2025	$738.09	Open	$661.04	-10.44%	Open	History

ETN - Eaton Corp. plc	Q3 2008	$28.09	Q4 2008	$24.86	-11.52%	Closed	History

SLM - SLM Corp.	Q1 2025	$29.37	Open	$25.53	-13.07%	Open	History

LMT - Lockheed Martin Corp.	Q2 2009	$80.65	Q4 2010	$69.91	-13.32%	Closed	History

LBTYA - Liberty Global Ltd.	Q2 2016	$14.97	Q1 2019	$12.84	-14.25%	Closed	History

IRM* - Iron Mtn Inc Pa	Q3 2003	$35.90	Q4 2004	$30.49	-15.07%	Closed	History

FAF - First American Financial Corp.	Q3 2021	$67.00	Q3 2023	$56.49	-15.69%	Closed	History

7H1 - Higher One Hldgs Inc	Q2 2013	$11.64	Q4 2013	$9.76	-16.15%	Closed	History

ICLR - ICON Public Ltd. Co.	Q4 2024	$209.71	Q3 2025	$175.00	-16.55%	Closed	History

1LGE - Liberty Global Plc	Q3 2016	$28.05	Q1 2017	$23.04	-17.86%	Closed	History

LBTYK - Liberty Global Ltd.	Q1 2016	$17.07	Q2 2019	$13.89	-18.63%	Closed	History

IRM* - Iron Mtn Inc Pa	Q3 2001	$41.45	Q4 2002	$33.01	-20.36%	Closed	History

NLSN - Nielsen Hldgs Plc	Q1 2018	$31.79	Q4 2018	$23.33	-26.61%	Closed	History

BAC - Bank of America Corp.	Q1 2010	$17.82	Q3 2010	$13.07	-26.66%	Closed	History

AMZN - Amazon.com, Inc.	Q3 2020	$157.25	Q3 2022	$113.16	-28.04%	Closed	History

CJREF - Corus Entertainment Inc	Q1 2001	$11.70	Q3 2001	$8.22	-29.79%	Closed	History

1LGD - Liberty Global Plc	Q2 2016	$32.27	Q1 2017	$22.24	-31.08%	Closed	History

LAB - Standard BioTools Inc.	Q3 2002	$33.78	Q4 2002	$23.24	-31.20%	Closed	History

BFH - Bread Financial Holdings, Inc.	Q2 2017	$204.86	Q1 2019	$139.65	-31.83%	Closed	History

UNH - UnitedHealth Group Inc.	Q2 2005	$52.14	Q1 2008	$34.36	-34.10%	Closed	History

SJR - Shaw Communications Inc	Q1 1999	$34.53	Q3 2000	$22.69	-34.29%	Closed	History

DLCA - Dell Inc	Q1 2008	$19.92	Q3 2010	$12.97	-34.89%	Closed	History

73HK - Ryanair Holdings Plc	Q1 2007	$44.79	Q3 2009	$29.04	-35.16%	Closed	History

BLDR - Builders FirstSource, Inc.	Q1 2025	$124.94	Open	$75.16	-39.84%	Open	History

CMCSA - Comcast Corp.	Q2 2007	$13.18	Q4 2008	$7.91	-39.97%	Closed	History

SJR - Shaw Communi- Cations Inc	Q1 2001	$19.80	Q4 2002	$10.28	-48.08%	Closed	History

AMX - America Movil SAb De Cv	Q4 2007	$30.70	Q4 2008	$15.50	-49.52%	Closed	History

INGR - Ingredion Inc.	Q1 2008	$44.58	Q4 2008	$17.35	-61.08%	Closed	History

FMCC - Federal Home Ln Mtg Corp	Q1 2010	$1.26	Q2 2010	$0.42	-66.67%	Closed	History

TDW - Tidewater Inc.	Q4 2013	$1,911.61	Q2 2017	$22.90	-98.80%	Closed	History

LAB - Standard BioTools Inc.	Q2 2005	$49.90	Q3 2012	$92.47	data error	Closed	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.