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 | 18.68% | Reduce −1.8% | 1,189,871 | $454.24 | $540M | −21,405 | −$44M |
| APO - Apollo Global Mgmt | 12.62% | Add +5.7% | 7,849,515 | $46.50 | $365M | +421,509 | +$5M |
| FNF - Fidelity National Financial | 11.75% | Add +3.0% | 9,389,250 | $36.20 | $340M | +269,768 | +$3M |
| PRI - Primerica | 9.38% | Reduce −0.1% | 2,199,229 | $123.45 | $271M | −1,783 | +$8M |
| LAD - Lithia Mtrs | 8.43% | Add +14.6% | 1,136,208 | $214.55 | $244M | +144,907 | −$29M |
| RJF - Raymond James Finl | 7.65% | Reduce −0.3% | 2,238,425 | $98.82 | $221M | −7,526 | +$20M |
| JPM - Jpmorgan Chase & | 6.27% | Reduce −0.1% | 1,735,301 | $104.50 | $181M | −2,489 | −$14M |
| OMF - Onemain | 5.49% | Add +86.2% | 5,381,093 | $29.52 | $159M | +2,491,819 | +$51M |
| VVV - Valvoline | 4.78% | Reduce −28.0% | 5,451,901 | $25.34 | $138M | −2,118,695 | −$80M |
| URI - United Rentals | 4.22% | Add 0.0% | 451,639 | $270.12 | $122M | +90 | +$12M |
| DHI - D.R. Horton | 3.77% | Reduce −0.3% | 1,621,062 | $67.35 | $109M | −5,441 | +$2M |
| HCA - Hca Healthcare | 2.67% | Add +0.2% | 420,871 | $183.79 | $77M | +695 | +$7M |
| LEN - Lennar · CL A | 2.31% | Add +10.5% | 897,919 | $74.55 | $67M | +85,455 | +$10M |
| ABG - Asbury Automotive Group | 1.05% | New | 200,447 | $151.10 | $30M | +200,447 | +$30M |
| AM - Antero Midstream | 0.75% | Reduce −1.4% | 2,350,819 | $9.18 | $22M | −32,948 | +$8K |
| UNH - Unitedhealth Group | 0.04% | Hold | 2,466 | $504.87 | $1M | — | — |
| CMCSA - Comcast · CL A | 0.03% | Hold | 31,094 | $29.33 | $912K | — | — |
| MCO - Moodys | 0.03% | Hold | 3,129 | $243.21 | $761K | — | — |
| GOOG - Alphabet · CL C | 0.02% | Add +1900.0% | 6,900 | $96.09 | $663K | +6,555 | −$92K |
| GOOGL - Alphabet · CL A | 0.02% | Add +1900.0% | 5,600 | $95.71 | $536K | +5,320 | −$74K |
| BAC - Bank of America | 0.02% | Hold | 14,532 | $30.21 | $439K | — | — |
| FAF - First Amern Finl | 0.01% | Add +37.5% | 5,500 | $46.18 | $254K | +1,500 | +$42K |
| PHM - Pulte Group | 0.01% | New | 6,200 | $37.42 | $232K | +6,200 | +$232K |
| AMZN - Amazon | 0.01% | Hold | 1,900 | $113.16 | $215K | — | — |
| PGR - Progressive | 0.01% | Hold | 1,746 | $116.27 | $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