Glenn Greenberg (Brave Warrior Advisors) portfolio: Q2 2026 13F
Every US-listed position Brave Warrior Advisors reported in its 13F for Q2 2026, the quarter ended Jun 30, 2026, filed with the SEC on Aug 14, 2026. 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 | Unchanged |
| HCA | HCA Healthcare, Inc. | 0.04% | $1.88M | 4,833 | Added |
| JPM | JPMorgan Chase & Co | 0.04% | $1.85M | 5,643 | Unchanged |
| SUNB | Sunbelt Rentals Holdings, Inc. | 0.04% | $1.78M | 23,762 | Unchanged |
| MSFT | Microsoft Corp | 0.03% | $1.59M | 4,275 | Added |
| GOOG | Alphabet Inc. | 0.03% | $1.34M | 3,790 | Unchanged |
| BAC | Bank of America Corp | 0.02% | $828.03K | 14,532 | Unchanged |
| CMCSA | Comcast Corp | 0.02% | $763.36K | 31,094 | Unchanged |
| AMAT | Applied Materials Inc | 0.02% | $694.80K | 961 | Unchanged |
| 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 | Unchanged |
| PGR | Progressive Corp | 0.01% | $390.81K | 1,789 | Unchanged |
| TXN | Texas Instruments Inc | 0.01% | $301.05K | 1,010 | New |
| ET | Energy Transfer LP | 0.01% | $286.80K | 15,000 | Unchanged |
| ADI | Analog Devices Inc | 0.01% | $243.07K | 612 | New |
| MCO | Moody's Corp | 0.00% | $213.32K | 471 | Unchanged |
| V | Visa Inc. | 0.00% | $212.03K | 618 | New |
| META | Meta Platforms, Inc. | 0.00% | $210.11K | 373 | Unchanged |
| 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.
About these holdings
The 13F on record for Glenn Greenberg (Brave Warrior Advisors, LLC), filed on Aug 14, 2026, reports 40 positions as of Jun 30, 2026. The largest is ICON plc (ICLR) at 11.9% of the reported portfolio, followed by OneMain Holdings, Inc. (OMF, 10.1%) and TD SYNNEX Corp (SNX, 8.4%). The ten largest make up 74.4% of it. Against the previous quarter, it opened 7 new positions, added to 6, trimmed 15 and sold out of 3. The largest new position is Arthur J. Gallagher & Co. (AJG), at 6.4% of the portfolio. The largest position it added to is ICON plc (ICLR), now 11.9%. The largest it sold out of, by its value the quarter before, is Ares Management Corp (ARES).
ICON plc (ICLR), the largest position, is also held by 5 other investors tracked here. Of those, Greenhaven Associates, Ruane Cunniff, First Pacific Advisors and Bill Nygren hold the most of it as a share of their own portfolios.
Other investors
Harry BurnTerry SmithSamantha McLemoreDavid EinhornDan LoebChase ColemanHenry EllenbogenMason Hawkins