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  Express Scripts Hldg Co (ESRX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q3 0 0.00 Sell 100.00% 3.95 SEC
2018   Q2 1,249,627 3.95 Buy 3.95 $77.21 $96,484,000 SEC
2018   Q1 0 0.00 Sell 100.00% 0.02 SEC
2017   Q4 7,080 0.02 Buy 0.02 $74.58 $528,000 SEC
2017   Q2 0 0.00 Sell 100.00% 4.45 SEC
2017   Q1 1,413,775 4.45 Reduce 25.17% 1.56 $65.91 $93,182,000 SEC
2016   Q4 1,889,317 6.20 Buy 6.20 $68.79 $129,966,000 SEC
2015   Q3 0 0.00 Sell 100.00% 7.04 SEC
2015   Q2 1,739,482 7.04 Reduce 50.24% 7.23 $88.94 $154,710,000 SEC
2015   Q1 3,495,539 14.39 Reduce 14.51% 2.79 $86.77 $303,308,000 SEC
2014   Q4 4,088,652 19.21 Reduce 17.94% 4.42 $84.67 $346,186,000 SEC
2014   Q3 4,982,726 24.63 Add 6.50% 1.50 $70.63 $351,930,000 SEC
2014   Q2 4,678,694 22.18 Add 31.94% 5.37 $69.33 $324,374,000 SEC
2014   Q1 3,546,006 16.85 Reduce 10.42% 1.88 $75.09 $266,270,000 SEC
2013   Q4 3,958,387 18.01 Add 17.20% 2.64 $70.24 $278,037,000 SEC
2013   Q3 3,377,491 15.77 Reduce 19.48% 3.87 $61.80 $208,729,000 SEC
2013   Q2 4,194,400 19.88 Add 4.90% 0.93 $61.74 $258,962,000 SEC
2013   Q1 3,998,341 29.24 Add 145.69% 17.34 $57.62 $230,384,000 SEC
2012   Q4 1,627,364 16.42 Buy 16.42 $54.00 $87,878,000 SEC