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 | 15.45% | Reduce −0.3% | 7,910,138 | $63.16 | $500M | −25,796 | −$7M |
| ELV - Elevance Health | 15.43% | Add +24.3% | 1,084,768 | $459.81 | $499M | +212,353 | +$51M |
| PRI - Primerica | 11.46% | Reduce −0.4% | 2,151,149 | $172.24 | $371M | −9,511 | +$64M |
| FNF - Fidelity National Financial | 9.82% | Reduce −1.5% | 9,085,684 | $34.93 | $317M | −139,086 | −$30M |
| LAD - Lithia Mtrs | 7.57% | Reduce −1.3% | 1,069,822 | $228.93 | $245M | −14,639 | +$23M |
| JPM - Jpmorgan Chase & | 6.84% | Reduce −0.7% | 1,697,747 | $130.31 | $221M | −11,418 | −$8M |
| RJF - Raymond James Finl | 6.28% | Reduce −0.5% | 2,176,510 | $93.27 | $203M | −10,941 | −$31M |
| OMF - Onemain | 6.07% | Reduce −0.4% | 5,293,592 | $37.08 | $196M | −18,954 | +$19M |
| URI - United Rentals | 5.40% | Reduce −0.4% | 440,771 | $395.76 | $174M | −1,979 | +$17M |
| DHI - D.R. Horton | 4.78% | Reduce −0.6% | 1,580,567 | $97.69 | $154M | −8,893 | +$13M |
| FG - F&G Annuities & Life | 3.83% | Add +13.3% | 6,833,958 | $18.12 | $124M | +801,818 | +$3M |
| LEN - Lennar · CL A | 2.84% | Reduce −0.4% | 874,890 | $105.11 | $92M | −3,575 | +$12M |
| ABG - Asbury Automotive Group | 1.80% | Reduce −0.3% | 276,935 | $210.00 | $58M | −901 | +$8M |
| AN - Autonation | 1.04% | Add +8.6% | 250,280 | $134.36 | $34M | +19,812 | +$9M |
| AM - Antero Midstream | 0.73% | Reduce −1.9% | 2,251,866 | $10.49 | $24M | −43,941 | −$1M |
| HCA - Hca Healthcare | 0.32% | Reduce −90.7% | 38,652 | $263.68 | $10M | −376,362 | −$89M |
| FAF - First Amern Finl | 0.08% | Add +538.7% | 47,900 | $55.66 | $3M | +40,400 | +$2M |
| GOOGL - Alphabet · CL A | 0.07% | Add +75.5% | 23,088 | $103.73 | $2M | +9,931 | +$1M |
| CMCSA - Comcast · CL A | 0.04% | Hold | 31,094 | $37.91 | $1M | — | — |
| BC - Brunswick | 0.03% | New | 12,328 | $82.00 | $1M | +12,328 | +$1M |
| MCO - Moodys | 0.03% | Hold | 3,150 | $306.02 | $964K | — | — |
| GOOG - Alphabet · CL C | 0.03% | Hold | 8,150 | $104.00 | $848K | — | — |
| UNH - Unitedhealth Group | 0.02% | Reduce −8.3% | 1,106 | $472.59 | $523K | −100 | −$117K |
| MSFT - Microsoft | 0.02% | Hold | 1,700 | $288.30 | $490K | — | — |
| BAC - Bank of America | 0.01% | Hold | 14,532 | $28.60 | $416K | — | — |
| AMZN - Amazon | 0.01% | New | 3,200 | $103.29 | $331K | +3,200 | +$331K |
| SCHW - Schwab Charles | 0.01% | New | 5,250 | $52.38 | $275K | +5,250 | +$275K |
| PGR - Progressive | 0.01% | Hold | 1,746 | $143.06 | $250K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| META - Meta Platforms · CL A | 0.01% | Exit | 0 | $120.24 | $221K | −1,838 | −$221K |
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