Glenn Greenberg

Brave Warrior Advisors

Glenn Greenberg (Brave Warrior Advisors) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Glenn Greenberg (Brave Warrior Advisors) portfolio page tracks Brave Warrior Advisors holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Brave Warrior Advisors owns and how disclosed positions change over time. Glenn Greenberg (Brave Warrior Advisors)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include ICON plc - Ordinary Shares (ICLR), OneMain Holdings Inc (OMF), Elevance Health, Inc. Common Stock (ELV), Capital One Financial Corporation Common Stock (COF), and SLM Corp (SLM). Investors use Brave Warrior Advisors 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Latest Holdings

HoldingReported ValueWeightSharesCurrent PriceEst. ValueReturn
TD SYNNEX CORPSNX · Q1 2026$515M13%3.1M$246.76$754M+46.3%
OneMain Holdings IncOMF · Q1 2026$412M10%7.7M$54.28$418M+1.48%
ICON plc - Ordinary SharesICLR · Q1 2026$332M8.2%3.0M$118.45$355M+7.04%
Elevance Health, Inc. Common StockELV · Q1 2026$329M8.1%1.1M$418.15$469M+42.8%
AutoNation IncAN · Q1 2026$302M7.5%1.5M$194.94$302M-0.16%
SLM CorpSLM · Q1 2026$291M7.2%14M$21.88$297M+2.20%
Millrose Properties, Inc. Class A Common StockMRP · Q1 2026$238M5.9%8.5M$28.06$239M+0.21%
Primerica IncPRI · Q1 2026$220M5.5%879k$263.01$231M+5.00%
Lennar CorpLEN · Q1 2026$209M5.2%2.4M$93.52$225M+7.69%
Builders FirstSource IncBLDR · Q1 2026$195M4.8%2.4M$73.12$173M-11.2%
MPLX LP Common Units Representing Limited Partner InterestsMPLX · Q1 2026$186M4.6%3.3M$56.41$184M-1.16%
Capital One Financial Corporation Common StockCOF · Q1 2026$183M4.5%1.0M$204.00$205M+11.8%
Ryanair Holdings plcRYAAY · Q1 2026$176M4.3%3.0M$56.33$171M-2.54%
Fidelity National FinancialFNF · Q1 2026$162M4.0%3.5M$48.07$168M+3.64%
F&G Annuities & Life, Inc.FG · Q1 2026$136M3.4%5.4M$27.95$150M+10.4%
D.R. Horton IncDHI · Q1 2026$95M2.4%694k$144.28$100M+5.15%
Antero Midstream CorporationAM · Q1 2026$42M1.0%1.8M$21.31$39M-6.54%
Alphabet IncGOOGL · Q1 2026$5.8M0.1%20k$337.39$6.8M+17.3%
JPMorgan Chase & Co.JPM · Q1 2026$1.7M0.0%5.6k$333.45$1.9M+13.4%
Sunbelt Rentals Holdings IncSUNB · Q1 2026$1.5M0.0%24k$79.04$1.9M+21.4%
Alphabet Cl CGOOG · Q1 2026$1.1M0.0%3.8k$334.69$1.3M+16.7%
Comcast CorpCMCSA · Q1 2026$893k0.0%31k$23.76$739k-17.2%
Microsoft CorpMSFT · Q1 2026$750k0.0%2.0k$372.97$755k+0.76%
Bank of America CorpBAC · Q1 2026$708k0.0%15k$57.88$841k+18.7%
HCA Healthcare IncHCA · Q1 2026$631k0.0%1.3k$361.32$482k-23.6%
Ares Management CorpARES · Q1 2026$546k0.0%5.0k$126.87$634k+16.3%
Apollo Global Management IncAPO · Q1 2026$501k0.0%4.5k$118.29$532k+6.17%
Marriott International - Class A Common StockMAR · Q1 2026$391k0.0%1.2k$391.42$467k+19.7%
The Progressive CorpPGR · Q1 2026$355k0.0%1.8k$215.69$386k+8.80%
Applied Materials, Inc. - Common StockAMAT · Q1 2026$328k0.0%961$592.92$570k+73.5%
First American Financial CorporationFAF · Q1 2026$301k0.0%5.0k$67.25$336k+11.5%
Amazon.com IncAMZN · Q1 2026$292k0.0%1.4k$232.69$326k+11.7%
Energy Transfer LPET · Q1 2026$290k0.0%15k$19.34$290k+0.21%
Meta Platforms IncMETA · Q1 2026$213k0.0%373$585.39$218k+2.32%
Mastercard Incorporated Common StockMA · Q1 2026$211k0.0%422$499.02$211k-0.13%
Moody's Corporation Common StockMCO · Q1 2026$205k0.0%471$450.01$212k+3.15%