GG
Glenn Greenberg (Brave Warrior Advisors) disclosed new in SUNBELT RENTALS HOLDINGS INC
Glenn Greenberg (Brave Warrior Advisors) filed a 13F change in SUNBELT RENTALS HOLDINGS INC (866966104) on 2026-05-15, covering period end 2026-03-31.
Action
New
Capital
$1,546,669 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
39 changes from Glenn Greenberg (Brave Warrior Advisors), filed 2026-05-15 for period end 2026-03-31.
$4.0B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
G4705A100 ICON PLC | New | $331.6M | $331.6M | 8.21% |
68268W103 ONEMAIN HLDGS INC | Reduced | -$110.7M | $412.0M | 2.74% |
36752103 ELEVANCE HEALTH INC FORMERLY | Reduced | -$110.3M | $328.6M | 2.73% |
14040H105 CAPITAL ONE FINL CORP | Reduced | -$61.3M | $183.2M | 1.52% |
78442P106 SLM CORP | Reduced | -$56.4M | $290.8M | 1.40% |
55336V100 MPLX LP | Reduced | -$53.1M | $185.7M | 1.31% |
12008R107 BUILDERS FIRSTSOURCE INC | Reduced | -$49.5M | $195.3M | 1.22% |
783513203 RYANAIR HOLDINGS PLC | Reduced | -$45.0M | $175.7M | 1.11% |
87162W100 TD SYNNEX CORPORATION | Increased | $40.0M | $515.2M | 0.99% |
526057104 LENNAR CORP | Reduced | -$38.6M | $209.3M | 0.96% |
30190A104 F&G ANNUITIES & LIFE INC | Reduced | -$30.3M | $135.5M | 0.75% |
31620R303 FIDELITY NATL FINL INC | Reduced | -$29.7M | $162.4M | 0.73% |
74164M108 PRIMERICA INC | Increased | $18.7M | $220.3M | 0.46% |
601137102 MILLROSE PPTYS INC | Reduced | -$18.4M | $238.4M | 0.46% |
05329W102 AUTONATION INC | Reduced | -$18.4M | $302.2M | 0.46% |
03676B102 ANTERO MIDSTREAM CORP | Increased | $9.1M | $41.9M | 0.22% |
23331A109 D R HORTON INC | Reduced | -$5.9M | $95.2M | 0.15% |
866966104 SUNBELT RENTALS HOLDINGS INC | New | $1.5M | $1.5M | 0.04% |
40412C101 HCA HEALTHCARE INC | Reduced | -$1.2M | $630,829 | 0.03% |
902973304 US BANCORP DEL | Sold out | -$800,400 | $0 | 0.02% |
60505104 BANK AMERICA CORP | Reduced | -$750,825 | $708,435 | 0.02% |
03990B101 ARES MANAGEMENT CORPORATION | New | $545,500 | $545,500 | 0.01% |
02079K305 ALPHABET INC | Reduced | -$515,364 | $5.8M | 0.01% |
03769M106 APOLLO GLOBAL MGMT INC | New | $501,390 | $501,390 | 0.01% |
594918104 MICROSOFT CORP | Increased | $495,694 | $749,594 | 0.01% |
31847R102 FIRST AMERN FINL CORP | New | $301,450 | $301,450 | 0.01% |
29273V100 ENERGY TRANSFER L P | New | $289,500 | $289,500 | 0.01% |
92826C839 VISA INC | Sold out | -$216,739 | $0 | 0.01% |
78409V104 S&P GLOBAL INC | Sold out | -$209,559 | $0 | 0.01% |
46625H100 JPMORGAN CHASE & CO | Reduced | -$158,342 | $1.7M | 0.00% |
02079K107 ALPHABET INC | Reduced | -$102,103 | $1.1M | 0.00% |
38222105 APPLIED MATLS INC | Increased | $81,493 | $328,460 | 0.00% |
743315103 PROGRESSIVE CORP | Reduced | -$42,948 | $354,651 | 0.00% |
20030N101 COMCAST CORP NEW | Reduced | -$36,691 | $892,709 | 0.00% |
615369105 MOODYS CORP | Reduced | -$35,136 | $205,474 | 0.00% |
23135106 AMAZON COM INC | Reduced | -$31,570 | $291,578 | 0.00% |
57636Q104 MASTERCARD INCORPORATED | Reduced | -$30,054 | $210,857 | 0.00% |
571903202 MARRIOTT INTL INC NEW | Increased | $20,095 | $390,522 | 0.00% |
30303M102 META PLATFORMS INC | Reduced | -$9,706 | $213,404 | 0.00% |