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
Book
| ELV - Anthem | 20.17% | Reduce −0.4% | 1,365,785 | $463.54 | $633M | −5,477 | +$122M |
| FNF - Fidelity National Financial | 14.37% | Reduce −1.7% | 8,639,966 | $52.18 | $451M | −152,439 | +$52M |
| PRI - Primerica | 9.42% | Add +1.5% | 1,929,120 | $153.27 | $296M | +27,591 | +$4M |
| VVV - Valvoline | 8.91% | Reduce −1.6% | 7,495,661 | $37.29 | $280M | −122,352 | +$42M |
| APO - Apollo Global Mgmt · CL A | 7.72% | Add +33.5% | 3,346,129 | $72.43 | $242M | +839,093 | +$88M |
| JPM - Jpmorgan Chase & | 7.54% | Reduce −10.6% | 1,494,992 | $158.35 | $237M | −177,133 | −$37M |
| PGR - Progressive | 7.34% | Reduce −1.8% | 2,242,456 | $102.65 | $230M | −40,264 | +$24M |
| RJF - Raymond James Finl | 7.14% | Reduce −1.6% | 2,232,515 | $100.40 | $224M | −36,002 | +$15M |
| BRK.B - Berkshire Hathaway · CL B | 6.40% | Reduce −2.0% | 671,870 | $299.00 | $201M | −13,586 | +$14M |
| HCA - Hca Healthcare | 4.98% | Reduce −1.8% | 608,397 | $256.92 | $156M | −10,990 | +$6M |
| UNH - Unitedhealth Group | 3.55% | Reduce −2.0% | 221,661 | $502.14 | $111M | −4,460 | +$23M |
| Athene · CL A | 1.45% | Add +27.0% | 546,330 | $83.33 | $46M | +116,008 | +$16M |
| AM - Antero Midstream | 0.74% | Reduce −1.2% | 2,403,809 | $9.68 | $23M | −29,675 | −$2M |
| GOOGL - Alphabet · CL A | 0.05% | Hold | 565 | $2,897 | $2M | — | — |
| CMCSA - Comcast · CL A | 0.05% | Hold | 31,094 | $50.33 | $2M | — | — |
| MCO - Moodys | 0.04% | Hold | 3,279 | $390.67 | $1M | — | — |
| GOOG - Alphabet · CL C | 0.03% | Hold | 345 | $2,893 | $998K | — | — |
| AON - AON PLC · CL A | 0.03% | Reduce −97.6% | 2,732 | $300.51 | $821K | −112,133 | −$32M |
| BAC - Bank of America | 0.02% | Hold | 14,532 | $44.52 | $647K | — | — |
| MAR - Marriott Intl · CL A | 0.02% | Hold | 3,244 | $165.23 | $536K | — | — |
| FAF - First Amern Finl | 0.01% | Hold | 4,000 | $78.25 | $313K | — | — |
| AMZN - Amazon | 0.01% | Hold | 70 | $3,329 | $233K | — | — |
| MA - Mastercard · CL A | 0.01% | New | 569 | $358.52 | $204K | +569 | +$204K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SCHW - Schwab Charles | 1.81% | Exit | 0 | $72.84 | $52M | −707,943 | −$52M |
| META - Meta Platforms · CL A | 0.01% | Exit | 0 | $339.49 | $423K | −1,246 | −$423K |
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