Glenn Greenberg portfolio
Every US-listed position Brave Warrior Advisors, LLC reported in its 13F for Q2 2026, the quarter ended 2026-06-30, filed with the SEC on 2026-08-14. 40 positions at the quarter end, after opening 7 and exiting 3 during it.
Holdings at Q2 2026
| Ticker | Company | Allocation | Value | Shares | Change |
|---|---|---|---|---|---|
| ICLR | ICON plc | 11.94% | $547.76M | 3,153,308 | Added |
| OMF | OneMain Holdings, Inc. | 10.08% | $462.47M | 7,585,152 | Trimmed |
| SNX | TD SYNNEX Corp | 8.40% | $385.41M | 1,441,630 | Trimmed |
| ELV | Elevance Health, Inc. | 8.23% | $377.79M | 976,885 | Trimmed |
| SLM | SLM Corp | 7.56% | $347.11M | 13,381,145 | Trimmed |
| AJG | Arthur J. Gallagher & Co. | 6.43% | $295.00M | 1,285,022 | New |
| AN | AutoNation, Inc. | 6.17% | $283.17M | 1,524,124 | Trimmed |
| RYAAY | Ryanair Holdings plc | 5.59% | $256.32M | 3,958,684 | Added |
| PRI | Primerica, Inc. | 5.36% | $246.08M | 865,863 | Trimmed |
| LEN | Lennar Corp | 4.68% | $214.75M | 2,373,177 | Trimmed |
| BLDR | Builders FirstSource, Inc. | 4.56% | $209.43M | 2,340,571 | Trimmed |
| COF | Capital One Financial Corp | 4.32% | $198.41M | 988,973 | Trimmed |
| MRP | Millrose Properties, Inc. | 3.95% | $181.22M | 6,030,725 | Trimmed |
| MPLX | MPLX LP | 3.90% | $179.16M | 3,180,534 | Trimmed |
| FNF | Fidelity National Financial, Inc. | 3.54% | $162.55M | 3,446,864 | Trimmed |
| DHI | D. R. Horton Inc | 2.43% | $111.49M | 684,478 | Trimmed |
| FG | F&G Annuities & Life, Inc. | 1.44% | $66.01M | 2,482,417 | Trimmed |
| AM | Antero Midstream Corp | 0.90% | $41.49M | 1,823,631 | Trimmed |
| GOOGL | Alphabet Inc. | 0.16% | $7.24M | 20,258 | - |
| HCA | HCA Healthcare, Inc. | 0.04% | $1.88M | 4,833 | Added |
| JPM | JPMorgan Chase & Co | 0.04% | $1.85M | 5,643 | - |
| SUNB | Sunbelt Rentals Holdings, Inc. | 0.04% | $1.78M | 23,762 | - |
| MSFT | Microsoft Corp | 0.03% | $1.59M | 4,275 | Added |
| GOOG | Alphabet Inc. | 0.03% | $1.34M | 3,790 | - |
| BAC | Bank of America Corp | 0.02% | $828.03K | 14,532 | - |
| CMCSA | Comcast Corp | 0.02% | $763.36K | 31,094 | - |
| AMAT | Applied Materials Inc | 0.02% | $694.80K | 961 | - |
| AMZN | Amazon.com Inc | 0.01% | $631.60K | 2,650 | Added |
| MA | Mastercard Inc | 0.01% | $601.94K | 1,172 | Added |
| SPGI | S&P Global Inc. | 0.01% | $570.57K | 1,401 | New |
| NU | Nu Holdings Ltd. | 0.01% | $534.40K | 40,000 | New |
| MAR | Marriott International Inc | 0.01% | $442.48K | 1,194 | - |
| PGR | Progressive Corp | 0.01% | $390.81K | 1,789 | - |
| TXN | Texas Instruments Inc | 0.01% | $301.05K | 1,010 | New |
| ET | Energy Transfer LP | 0.01% | $286.80K | 15,000 | - |
| ADI | Analog Devices Inc | 0.01% | $243.07K | 612 | New |
| MCO | Moody's Corp | 0.00% | $213.32K | 471 | - |
| V | Visa Inc. | 0.00% | $212.03K | 618 | New |
| META | Meta Platforms, Inc. | 0.00% | $210.11K | 373 | - |
| UNH | UnitedHealth Group Inc | 0.00% | $207.40K | 499 | New |
What changed in Q2 2026
| Action | Ticker | Company | Share change | Value |
|---|---|---|---|---|
| Added | ICLR | ICON plc | +156,497 | $547.76M |
| Trimmed | OMF | OneMain Holdings, Inc. | -118,155 | $462.47M |
| Trimmed | SNX | TD SYNNEX Corp | -1,612,014 | $385.41M |
| Trimmed | ELV | Elevance Health, Inc. | -145,423 | $377.79M |
| Trimmed | SLM | SLM Corp | -203,223 | $347.11M |
| New | AJG | Arthur J. Gallagher & Co. | +1,285,022 | $295.00M |
| Trimmed | AN | AutoNation, Inc. | -23,604 | $283.17M |
| Added | RYAAY | Ryanair Holdings plc | +919,308 | $256.32M |
| Trimmed | PRI | Primerica, Inc. | -13,460 | $246.08M |
| Trimmed | LEN | Lennar Corp | -36,873 | $214.75M |
| Trimmed | BLDR | Builders FirstSource, Inc. | -31,721 | $209.43M |
| Trimmed | COF | Capital One Financial Corp | -15,331 | $198.41M |
| Trimmed | MRP | Millrose Properties, Inc. | -2,485,172 | $181.22M |
| Trimmed | MPLX | MPLX LP | -72,990 | $179.16M |
| Trimmed | FNF | Fidelity National Financial, Inc. | -55,349 | $162.55M |
| Trimmed | DHI | D. R. Horton Inc | -9,083 | $111.49M |
| Trimmed | FG | F&G Annuities & Life, Inc. | -2,870,724 | $66.01M |
| Trimmed | AM | Antero Midstream Corp | -16,248 | $41.49M |
| Added | HCA | HCA Healthcare, Inc. | +3,500 | $1.88M |
| Added | MSFT | Microsoft Corp | +2,250 | $1.59M |
| Added | AMZN | Amazon.com Inc | +1,250 | $631.60K |
| Added | MA | Mastercard Inc | +750 | $601.94K |
| New | SPGI | S&P Global Inc. | +1,401 | $570.57K |
| New | NU | Nu Holdings Ltd. | +40,000 | $534.40K |
| New | TXN | Texas Instruments Inc | +1,010 | $301.05K |
The 25 largest changes by value. The full quarter, filterable by action, loads below.
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