Brave Warrior Advisors, LLC activity
Every position Glenn Greenberg opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
7
Add
6
Reduce
15
Exit
3
31 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| AJG | New | 0% to 6.4% | $295M | Q1→Q2 |
| ADI | New | 0% to 0.01% | $243K | Q1→Q2 |
| SPGI | New | 0% to 0.01% | $571K | Q1→Q2 |
| TXN | New | 0% to 0.01% | $301K | Q1→Q2 |
| NU | New | 0% to 0.01% | $534K | Q1→Q2 |
| UNH | New | 0% to <0.01% | $207K | Q1→Q2 |
| V | New | 0% to <0.01% | $212K | Q1→Q2 |
| APO | Exit | 0.01% to 0% | $501K | Q1→Q2 |
| ARES | Exit | 0.01% to 0% | $546K | Q1→Q2 |
| FAF | Exit | 0.01% to 0% | $301K | Q1→Q2 |
| ICLR | Add | 8.2% to 11.9% | +5.2% sh | Q1→Q2 |
| RYAAY | Add | 4.4% to 5.6% | +30.2% sh | Q1→Q2 |
| HCA | Add | 0.02% to 0.04% | +262.6% sh | Q1→Q2 |
| MSFT | Add | 0.02% to 0.03% | +111.1% sh | Q1→Q2 |
| AMZN | Add | 0.01% to 0.01% | +89.3% sh | Q1→Q2 |
| MA | Add | 0.01% to 0.01% | +177.7% sh | Q1→Q2 |
| SNX | Reduce | 12.8% to 8.4% | −52.8% sh | Q1→Q2 |
| MRP | Reduce | 5.9% to 4.0% | −29.2% sh | Q1→Q2 |
| FG | Reduce | 3.4% to 1.4% | −53.6% sh | Q1→Q2 |
| AN | Reduce | 7.5% to 6.2% | −1.5% sh | Q1→Q2 |
| MPLX | Reduce | 4.6% to 3.9% | −2.2% sh | Q1→Q2 |
| LEN | Reduce | 5.2% to 4.7% | −1.5% sh | Q1→Q2 |
| FNF | Reduce | 4.0% to 3.5% | −1.6% sh | Q1→Q2 |
| SLM | Reduce | 7.2% to 7.6% | −1.5% sh | Q1→Q2 |
| BLDR | Reduce | 4.8% to 4.6% | −1.3% sh | Q1→Q2 |
| COF | Reduce | 4.5% to 4.3% | −1.5% sh | Q1→Q2 |
| AM | Reduce | 1.0% to 0.90% | −0.9% sh | Q1→Q2 |
| OMF | Reduce | 10.2% to 10.1% | −1.5% sh | Q1→Q2 |
| ELV | Reduce | 8.1% to 8.2% | −13.0% sh | Q1→Q2 |
| PRI | Reduce | 5.5% to 5.4% | −1.5% sh | Q1→Q2 |
| DHI | Reduce | 2.4% to 2.4% | −1.3% sh | Q1→Q2 |