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 - Elevance Health | 20.07% | Reduce −10.5% | 1,211,276 | $482.58 | $585M | −141,973 | −$80M |
| APO - Apollo Global Mgmt | 12.36% | Add +26.9% | 7,428,006 | $48.48 | $360M | +1,575,499 | −$3M |
| FNF - Fidelity National Financial | 11.57% | Reduce −0.3% | 9,119,482 | $36.96 | $337M | −27,700 | −$110M |
| LAD - Lithia Mtrs | 9.35% | Add +12.0% | 991,301 | $274.81 | $272M | +106,194 | +$7M |
| PRI - Primerica | 9.04% | Add +4.4% | 2,201,012 | $119.69 | $263M | +93,414 | −$25M |
| VVV - Valvoline | 7.49% | Reduce −5.1% | 7,570,596 | $28.83 | $218M | −410,574 | −$34M |
| RJF - Raymond James Finl | 6.89% | Reduce −0.4% | 2,245,951 | $89.41 | $201M | −7,996 | −$47M |
| JPM - Jpmorgan Chase & | 6.72% | Add +9.0% | 1,737,790 | $112.61 | $196M | +143,837 | −$22M |
| URI - United Rentals | 3.77% | Add +83.2% | 451,549 | $242.91 | $110M | +205,131 | +$22M |
| OMF - Onemain | 3.71% | New | 2,889,274 | $37.38 | $108M | +2,889,274 | +$108M |
| DHI - D.R. Horton | 3.70% | Add +6.1% | 1,626,503 | $66.19 | $108M | +93,805 | −$7M |
| HCA - Hca Healthcare | 2.42% | Reduce −32.5% | 420,176 | $168.06 | $71M | −202,662 | −$85M |
| LEN - Lennar · CL A | 1.97% | Add +13.5% | 812,464 | $70.57 | $57M | +96,660 | −$766K |
| AM - Antero Midstream | 0.74% | Add +0.2% | 2,383,767 | $9.05 | $22M | +5,534 | −$4M |
| UNH - Unitedhealth Group | 0.04% | Reduce −30.7% | 2,466 | $513.79 | $1M | −1,090 | −$546K |
| CMCSA - Comcast · CL A | 0.04% | Hold | 31,094 | $39.24 | $1M | — | — |
| MCO - Moodys | 0.03% | Reduce −4.6% | 3,129 | $271.97 | $851K | −150 | −$255K |
| GOOG - Alphabet · CL C | 0.03% | Hold | 345 | $2,188 | $755K | — | — |
| GOOGL - Alphabet · CL A | 0.02% | Reduce −15.9% | 280 | $2,179 | $610K | −53 | −$316K |
| BAC - Bank of America | 0.02% | Hold | 14,532 | $31.10 | $452K | — | — |
| FAF - First Amern Finl | 0.01% | Hold | 4,000 | $53.00 | $212K | — | — |
| PGR - Progressive | 0.01% | Reduce −99.9% | 1,746 | $116.27 | $203K | −1,712,528 | −$195M |
| AMZN - Amazon | 0.01% | Add +2614.3% | 1,900 | $106.32 | $202K | +1,830 | −$26K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MAR - Marriott Intl · CL A | 0.01% | Exit | 0 | $175.53 | $208K | −1,185 | −$208K |
| MA - Mastercard · CL A | 0.01% | Exit | 0 | $356.77 | $203K | −569 | −$203K |
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