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Glenn Greenberg’s 13F portfolio value decreased from $2.91B to $2.86B this quarter.
Brave Warrior Advisors increased Anthem, Fidelity National Financial, and Raymond James Financial while decreasing Aon plc and dropping Dollar Tree. They also added Apollo Global.
The largest three positions are Anthem Inc., Fidelity National Financial, and Primerica and they add up to ~42% of the portfolio.