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 | 15.98% | Reduce −0.5% | 7,874,383 | $76.81 | $605M | −35,755 | +$105M |
| ELV - Elevance Health | 15.51% | Add +21.8% | 1,321,272 | $444.29 | $587M | +236,504 | +$88M |
| PRI - Primerica | 11.20% | Reduce −0.3% | 2,144,014 | $197.76 | $424M | −7,135 | +$53M |
| LAD - Lithia Mtrs | 9.22% | Add +7.2% | 1,147,259 | $304.11 | $349M | +77,437 | +$104M |
| FNF - Fidelity National Financial | 8.65% | Add 0.0% | 9,088,063 | $36.00 | $327M | +2,379 | +$10M |
| JPM - Jpmorgan Chase & | 6.49% | Reduce −0.6% | 1,687,718 | $145.44 | $245M | −10,029 | +$24M |
| OMF - Onemain | 6.18% | Add +1.1% | 5,351,633 | $43.69 | $234M | +58,041 | +$38M |
| URI - United Rentals | 6.16% | Add +18.8% | 523,827 | $445.37 | $233M | +83,056 | +$59M |
| RJF - Raymond James Finl | 5.93% | Reduce −0.6% | 2,164,307 | $103.77 | $225M | −12,203 | +$22M |
| DHI - D.R. Horton | 4.58% | Reduce −9.9% | 1,423,724 | $121.69 | $173M | −156,843 | +$19M |
| FG - F&G Annuities & Life | 4.45% | Reduce −0.6% | 6,794,158 | $24.78 | $168M | −39,800 | +$45M |
| LEN - Lennar · CL A | 2.39% | Reduce −17.3% | 723,116 | $125.31 | $91M | −151,774 | −$1M |
| ABG - Asbury Automotive Group | 1.76% | Reduce −0.1% | 276,566 | $240.42 | $66M | −369 | +$8M |
| AM - Antero Midstream | 0.69% | Add 0.0% | 2,252,402 | $11.60 | $26M | +536 | +$3M |
| AN - Autonation | 0.53% | Reduce −51.6% | 121,178 | $164.61 | $20M | −129,102 | −$14M |
| GOOGL - Alphabet · CL A | 0.07% | Reduce −5.4% | 21,838 | $119.70 | $3M | −1,250 | +$219K |
| CMCSA - Comcast · CL A | 0.03% | Hold | 31,094 | $41.55 | $1M | — | — |
| MCO - Moodys | 0.03% | Hold | 3,150 | $347.72 | $1M | — | — |
| GOOG - Alphabet · CL C | 0.02% | Reduce −15.3% | 6,900 | $120.97 | $835K | −1,250 | −$13K |
| BC - Brunswick | 0.02% | Reduce −44.6% | 6,828 | $86.64 | $592K | −5,500 | −$419K |
| UNH - Unitedhealth Group | 0.01% | Hold | 1,106 | $480.64 | $532K | — | — |
| MSFT - Microsoft | 0.01% | Reduce −27.9% | 1,225 | $340.54 | $417K | −475 | −$73K |
| BAC - Bank of America | 0.01% | Hold | 14,532 | $28.69 | $417K | — | — |
| HCA - Hca Healthcare | 0.01% | Reduce −96.4% | 1,373 | $303.48 | $417K | −37,279 | −$10M |
| MPLX — | 0.01% | New | 12,000 | $33.94 | $407K | +12,000 | +$407K |
| FAF - First Amern Finl | 0.01% | Reduce −86.6% | 6,400 | $57.02 | $365K | −41,500 | −$2M |
| AMZN - Amazon | 0.01% | Reduce −15.6% | 2,700 | $130.36 | $352K | −500 | +$21K |
| CMA - Comerica | 0.01% | New | 7,500 | $42.36 | $318K | +7,500 | +$318K |
| ICLR - ICON | 0.01% | New | 950 | $250.20 | $238K | +950 | +$238K |
| PGR - Progressive | 0.01% | Hold | 1,746 | $132.37 | $231K | — | — |
| WFC - Wells Fargo | 0.01% | New | 5,250 | $42.68 | $224K | +5,250 | +$224K |
| MAR - Marriott Intl · CL A | 0.01% | New | 1,194 | $183.69 | $219K | +1,194 | +$219K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SCHW - Schwab Charles | 0.01% | Exit | 0 | $52.38 | $275K | −5,250 | −$275K |
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