Featured 13F manager
Brave Warrior Advisors, LLC Glenn Greenberg
New York, NY 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $4.6B
- 40 Positions
- 2026 Q2
- +13.6% QoQ
- Top 5 46.2%
Portfolio
top 5 46.2% · top 10 74.4%
- ICLR - Icon Pub 11.9%
- OMF - Onemain 10.1%
- SNX - Td Synnex 8.4%
- ELV - Elevance 8.2%
- SLM — 7.6%
- AJG - Gallagher Arthur J & 6.4%
- AN - Autonation 6.2%
- RYAAY - Ryanair 5.6%
- PRI - Primerica 5.3%
- LEN - Lennar · CL A 4.7%
- BLDR - Builders Firstsource 4.6%
- COF - Capital One Finl 4.3%
- Other 16.7%
AUM over time
Latest book
| ICLR - Icon Pub | 11.94% | Add +5.2% | 3,153,308 | $173.71 | $548M | +156,497 | +$216M |
| OMF - Onemain | 10.08% | Reduce −1.5% | 7,585,152 | $60.97 | $462M | −118,155 | +$50M |
| SNX - Td Synnex | 8.40% | Reduce −52.8% | 1,441,630 | $267.34 | $385M | −1,612,014 | −$130M |
| ELV - Elevance | 8.23% | Reduce −13.0% | 976,885 | $386.73 | $378M | −145,423 | +$49M |
| SLM — | 7.56% | Reduce −1.5% | 13,381,145 | $25.94 | $347M | −203,223 | +$56M |
| AJG - Gallagher Arthur J & | 6.43% | New | 1,285,022 | $229.57 | $295M | +1,285,022 | +$295M |
| AN - Autonation | 6.17% | Reduce −1.5% | 1,524,124 | $185.79 | $283M | −23,604 | −$19M |
| RYAAY - Ryanair | 5.59% | Add +30.2% | 3,958,684 | $64.75 | $256M | +919,308 | +$81M |
| PRI - Primerica | 5.36% | Reduce −1.5% | 865,863 | $284.20 | $246M | −13,460 | +$26M |
| LEN - Lennar · CL A | 4.68% | Reduce −1.5% | 2,373,177 | $90.49 | $215M | −36,873 | +$5M |
| BLDR - Builders Firstsource | 4.56% | Reduce −1.3% | 2,340,571 | $89.48 | $209M | −31,721 | +$14M |
| COF - Capital One Finl | 4.32% | Reduce −1.5% | 988,973 | $200.62 | $198M | −15,331 | +$15M |
| MRP - Millrose Pptys · CL A | 3.95% | Reduce −29.2% | 6,030,725 | $30.05 | $181M | −2,485,172 | −$57M |
| MPLX — | 3.90% | Reduce −2.2% | 3,180,534 | $56.33 | $179M | −72,990 | −$7M |
| FNF - Fidelity Natl Finl | 3.54% | Reduce −1.6% | 3,446,864 | $47.16 | $163M | −55,349 | +$121K |
| DHI - D.R. Horton | 2.43% | Reduce −1.3% | 684,478 | $162.88 | $111M | −9,083 | +$16M |
| FG - F&G Annuities & Life | 1.44% | Reduce −53.6% | 2,482,417 | $26.59 | $66M | −2,870,724 | −$70M |
| AM - Antero Midstream | 0.90% | Reduce −0.9% | 1,823,631 | $22.75 | $41M | −16,248 | −$462K |
| GOOGL - Alphabet · CL A | 0.16% | Hold | 20,258 | $357.37 | $7M | — | — |
| HCA - Hca Healthcare | 0.04% | Add +262.6% | 4,833 | $389.89 | $2M | +3,500 | +$1M |
| JPM - Jpmorgan Chase & | 0.04% | Hold | 5,643 | $327.33 | $2M | — | — |
| URI - Sunbelt Rentals | 0.04% | Hold | 23,762 | $74.81 | $2M | — | — |
| MSFT - Microsoft | 0.03% | Add +111.1% | 4,275 | $373.02 | $2M | +2,250 | +$845K |
| GOOG - Alphabet · CL C | 0.03% | Hold | 3,790 | $353.33 | $1M | — | — |
| BAC - Bank of America | 0.02% | Hold | 14,532 | $56.98 | $828K | — | — |
| CMCSA - Comcast · CL A | 0.02% | Hold | 31,094 | $24.55 | $763K | — | — |
| AMAT - Applied Matls | 0.02% | Hold | 961 | $723.00 | $695K | — | — |
| AMZN - Amazon | 0.01% | Add +89.3% | 2,650 | $238.34 | $632K | +1,250 | +$340K |
| MA - Mastercard · CL A | 0.01% | Add +177.7% | 1,172 | $513.60 | $602K | +750 | +$391K |
| SPGI - S&P Global | 0.01% | New | 1,401 | $407.26 | $571K | +1,401 | +$571K |
| NU — · CL A | 0.01% | New | 40,000 | $13.36 | $534K | +40,000 | +$534K |
| MAR - Marriott Intl · CL A | 0.01% | Hold | 1,194 | $370.59 | $442K | — | — |
| PGR - Progressive | 0.01% | Hold | 1,789 | $218.45 | $391K | — | — |
| TXN - Texas Instrs | 0.01% | New | 1,010 | $298.07 | $301K | +1,010 | +$301K |
| ET - Energy Transfer L P | 0.01% | Hold | 15,000 | $19.12 | $287K | — | — |
| ADI - Analog Devices | 0.01% | New | 612 | $397.17 | $243K | +612 | +$243K |
| MCO - Moodys | 0.00% | Hold | 471 | $452.92 | $213K | — | — |
| META - Meta Platforms · CL A | 0.00% | Hold | 373 | $563.29 | $210K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ARES - Ares Management · CL A | 0.01% | Exit | 0 | $109.20 | $546K | −5,000 | −$546K |
| APO - Apollo Global Mgmt | 0.01% | Exit | 0 | $111.33 | $501K | −4,500 | −$501K |
| FAF - First Amern Finl | 0.01% | Exit | 0 | $60.20 | $301K | −5,000 | −$301K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 40 | $4.6B | +13.6% | 13F-HR | 8/14/2026 | 000117266126003728 |
| 2026 Q1 | 36 | $4B | −5.4% | 13F-HR | 5/15/2026 | 000117266126002294 |
| 2025 Q4 | 33 | $4.3B | −0.9% | 13F-HR | 2/17/2026 | 000117266126001068 |
| 2025 Q3 | 33 | $4.3B | −1.3% | 13F-HR | 11/14/2025 | 000117266125005024 |
| 2025 Q2 | 35 | $4.4B | −0.1% | 13F-HR | 8/14/2025 | 000117266125003464 |
| 2025 Q1 | 35 | $4.4B | +8.6% | 13F-HR | 5/15/2025 | 000117266125002393 |
| 2024 Q4 | 30 | $4B | −16.6% | 13F-HR | 2/14/2025 | 000117266125001122 |
| 2024 Q3 | 32 | $4.8B | +6.8% | 13F-HR | 11/14/2024 | 000117266124005173 |
| 2024 Q2 | 27 | $4.5B | −5.6% | 13F-HR | 8/14/2024 | 000117266124003514 |
| 2024 Q1 | 29 | $4.8B | +14.1% | 13F-HR | 5/15/2024 | 000117266124002488 |
| 2023 Q4 | 30 | $4.2B | +4.6% | 13F-HR | 2/14/2024 | 000117266124001423 |
| 2023 Q3 | 34 | $4B | +5.9% | 13F-HR | 11/14/2023 | 000117266123003879 |
| 2023 Q2 | 32 | $3.8B | +17.0% | 13F-HR | 8/14/2023 | 000117266123003035 |
| 2023 Q1 | 28 | $3.2B | +1.9% | 13F-HR | 5/15/2023 | 000117266123002332 |
| 2022 Q4 | 26 | $3.2B | +9.7% | 13F-HR | 2/14/2023 | 000117266123001422 |
| 2022 Q3 | 25 | $2.9B | −0.7% | 13F-HR | 11/14/2022 | 000117266122002587 |
| 2022 Q2 | 23 | $2.9B | −14.1% | 13F-HR | 8/15/2022 | 000117266122002008 |
| 2022 Q1 | 24 | $3.4B | +8.0% | 13F-HR | 5/16/2022 | 000117266122001404 |
| 2021 Q4 | 23 | $3.1B | +9.9% | 13F-HR | 2/14/2022 | 000117266122000916 |
| 2021 Q3 | 24 | $2.9B | — | 13F-HR | 11/15/2021 | 000117266121002390 |
About
Brave Warrior Advisors, LLC
20 processed 13Fs on this site · 2021 Q3–2026 Q2