Glenn Greenberg - Brave Warrior Advisors,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $4,040,158,246
Holdings Activity Buys Sells    History
Holding/activity history for  Bread Financial Holdings Inc. (BFH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2019   Q2 0 0.00 Sell 100.00% 9.91 SEC
2019   Q1 1,126,962 9.91 Reduce 35.33% 4.70 $174.98 $197,196,000 SEC
2018   Q4 1,742,653 13.30 Add 0.58% 0.08 $150.08 $261,537,000 SEC
2018   Q3 1,732,523 17.43 Add 0.09% 0.02 $236.16 $409,153,000 SEC
2018   Q2 1,730,900 16.53 Add 0.40% 0.07 $233.20 $403,646,000 SEC
2018   Q1 1,723,950 16.13 Add 4.06% 0.63 $212.86 $366,960,000 SEC
2017   Q4 1,656,724 17.90 Add 19.28% 2.89 $253.48 $419,946,000 SEC
2017   Q3 1,388,992 15.57 Add 47.97% 5.05 $221.55 $307,731,000 SEC
2017   Q2 938,698 11.36 Buy 11.36 $256.69 $240,954,000 SEC