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 | 19.61% | Reduce −0.9% | 1,353,249 | $491.22 | $665M | −12,536 | +$32M |
| FNF - Fidelity National Financial | 13.18% | Add +5.9% | 9,147,182 | $48.84 | $447M | +507,216 | −$4M |
| APO - Apollo Global Mgmt | 10.70% | New | 5,852,507 | $61.99 | $363M | +5,852,507 | +$363M |
| PRI - Primerica | 8.51% | Add +9.3% | 2,107,598 | $136.82 | $288M | +178,478 | −$7M |
| LAD - Lithia Mtrs | 7.84% | New | 885,107 | $300.12 | $266M | +885,107 | +$266M |
| VVV - Valvoline | 7.43% | Add +6.5% | 7,981,170 | $31.56 | $252M | +485,509 | −$28M |
| RJF - Raymond James Finl | 7.31% | Add +1.0% | 2,253,947 | $109.91 | $248M | +21,432 | +$24M |
| JPM - Jpmorgan Chase & | 6.41% | Add +6.6% | 1,593,953 | $136.32 | $217M | +98,961 | −$19M |
| PGR - Progressive | 5.76% | Reduce −23.6% | 1,714,274 | $113.99 | $195M | −528,182 | −$35M |
| HCA - Hca Healthcare | 4.60% | Add +2.4% | 622,838 | $250.62 | $156M | +14,441 | −$213K |
| DHI - D.R. Horton | 3.37% | New | 1,532,698 | $74.51 | $114M | +1,532,698 | +$114M |
| URI - United Rentals | 2.58% | New | 246,418 | $355.21 | $88M | +246,418 | +$88M |
| LEN - Lennar · CL A | 1.71% | New | 715,804 | $81.17 | $58M | +715,804 | +$58M |
| AM - Antero Midstream | 0.76% | Reduce −1.1% | 2,378,233 | $10.87 | $26M | −25,576 | +$3M |
| UNH - Unitedhealth Group | 0.05% | Reduce −98.4% | 3,556 | $509.84 | $2M | −218,105 | −$109M |
| CMCSA - Comcast · CL A | 0.04% | Hold | 31,094 | $46.83 | $1M | — | — |
| MCO - Moodys | 0.03% | Hold | 3,279 | $337.30 | $1M | — | — |
| GOOG - Alphabet · CL C | 0.03% | Hold | 345 | $2,794 | $964K | — | — |
| GOOGL - Alphabet · CL A | 0.03% | Reduce −41.1% | 333 | $2,781 | $926K | −232 | −$711K |
| BAC - Bank of America | 0.02% | Hold | 14,532 | $41.22 | $599K | — | — |
| FAF - First Amern Finl | 0.01% | Hold | 4,000 | $64.75 | $259K | — | — |
| AMZN - Amazon | 0.01% | Hold | 70 | $3,257 | $228K | — | — |
| MAR - Marriott Intl · CL A | 0.01% | Reduce −63.5% | 1,185 | $175.53 | $208K | −2,059 | −$328K |
| MA - Mastercard · CL A | 0.01% | Hold | 569 | $356.77 | $203K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| APO - Apollo Global Mgmt · CL A | 7.72% | Exit | 0 | $72.43 | $242M | −3,346,129 | −$242M |
| BRK.B - Berkshire Hathaway · CL B | 6.40% | Exit | 0 | $299.00 | $201M | −671,870 | −$201M |
| Athene · CL A | 1.45% | Exit | 0 | $83.33 | $46M | −546,330 | −$46M |
| AON - AON PLC · CL A | 0.03% | Exit | 0 | $300.51 | $821K | −2,732 | −$821K |
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