roundball100 Posted May 15, 2010 Share Posted May 15, 2010 This issue includes an interview with Glenn Greenberg (Brave Warrior Capital) that I found interesting. http://grahamanddoddsville.net/wordpress/Files/GrahamAndDoddsvilleNewsletter/Graham%20and%20Doddsville%20-%20Issue%209%20-%20Spring%202010.pdf Link to comment Share on other sites More sharing options...
educatedidiot Posted November 14, 2017 Share Posted November 14, 2017 Glenn's (Brave Warrior) Q3 13-F just came out. It seems like he might've been raising cash as there was a lot more selling than buying. Sold out of ServiceMaster and sold decent chunks of Sensata, Brookfield, and Quintiles IMS. He added a fair number of shares of Alliance Data, which was already one of his largest positions: http://www.rocketfinancial.com/Holdings.aspx?id=232548&fC=1 Link to comment Share on other sites More sharing options...
educatedidiot Posted February 14, 2018 Share Posted February 14, 2018 Glenn Greenberg's Q4 13-F is out now. He bought Alphabet and Express Scripts and sold out of Axalta Coating Systems. http://www.rocketfinancial.com/Holdings.aspx?id=232548&fC=1 Link to comment Share on other sites More sharing options...
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