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
| APO - Apollo Global Mgmt | 15.95% | Add +1.1% | 7,935,934 | $63.79 | $506M | +86,419 | +$141M |
| ELV - Elevance Health | 14.10% | Reduce −26.7% | 872,415 | $512.97 | $448M | −317,456 | −$93M |
| FNF - Fidelity National Financial | 10.94% | Reduce −1.8% | 9,224,770 | $37.62 | $347M | −164,480 | +$7M |
| PRI - Primerica | 9.66% | Reduce −1.8% | 2,160,660 | $141.82 | $306M | −38,569 | +$35M |
| RJF - Raymond James Finl | 7.37% | Reduce −2.3% | 2,187,451 | $106.85 | $234M | −50,974 | +$13M |
| JPM - Jpmorgan Chase & | 7.22% | Reduce −1.5% | 1,709,165 | $134.10 | $229M | −26,136 | +$48M |
| LAD - Lithia Mtrs | 7.00% | Reduce −4.6% | 1,084,461 | $204.74 | $222M | −51,747 | −$22M |
| OMF - Onemain | 5.58% | Reduce −1.3% | 5,312,546 | $33.31 | $177M | −68,547 | +$18M |
| URI - United Rentals | 4.96% | Reduce −2.0% | 442,750 | $355.42 | $157M | −8,889 | +$35M |
| DHI - D.R. Horton | 4.46% | Reduce −1.9% | 1,589,460 | $89.14 | $142M | −31,602 | +$33M |
| FG - F&G Annuities & Life | 3.80% | New | 6,032,140 | $20.01 | $121M | +6,032,140 | +$121M |
| HCA - Hca Healthcare | 3.14% | Reduce −1.4% | 415,014 | $239.96 | $100M | −5,857 | +$22M |
| LEN - Lennar · CL A | 2.51% | Reduce −2.2% | 878,465 | $90.50 | $80M | −19,454 | +$13M |
| ABG - Asbury Automotive Group | 1.57% | Add +38.6% | 277,836 | $179.25 | $50M | +77,389 | +$20M |
| AM - Antero Midstream | 0.78% | Reduce −2.3% | 2,295,807 | $10.79 | $25M | −55,012 | +$3M |
| AN - Autonation | 0.78% | New | 230,468 | $107.30 | $25M | +230,468 | +$25M |
| GOOGL - Alphabet · CL A | 0.04% | Add +134.9% | 13,157 | $88.23 | $1M | +7,557 | +$625K |
| CMCSA - Comcast · CL A | 0.03% | Hold | 31,094 | $34.97 | $1M | — | — |
| MCO - Moodys | 0.03% | Add +0.7% | 3,150 | $278.62 | $878K | +21 | +$117K |
| GOOG - Alphabet · CL C | 0.02% | Add +18.1% | 8,150 | $88.73 | $723K | +1,250 | +$60K |
| UNH - Unitedhealth Group | 0.02% | Reduce −51.1% | 1,206 | $530.18 | $639K | −1,260 | −$606K |
| BAC - Bank of America | 0.02% | Hold | 14,532 | $33.12 | $481K | — | — |
| MSFT - Microsoft | 0.01% | New | 1,700 | $239.82 | $408K | +1,700 | +$408K |
| FAF - First Amern Finl | 0.01% | Add +36.4% | 7,500 | $52.34 | $393K | +2,000 | +$139K |
| PGR - Progressive | 0.01% | Hold | 1,746 | $129.71 | $226K | — | — |
| META - Meta Platforms · CL A | 0.01% | New | 1,838 | $120.34 | $221K | +1,838 | +$221K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| VVV - Valvoline | 4.78% | Exit | 0 | $25.34 | $138M | −5,451,901 | −$138M |
| PHM - Pulte Group | 0.01% | Exit | 0 | $37.42 | $232K | −6,200 | −$232K |
| AMZN - Amazon | 0.01% | Exit | 0 | $113.16 | $215K | −1,900 | −$215K |
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