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 | 17.69% | Add +23.2% | 1,627,598 | $435.42 | $709M | +306,326 | +$122M |
| APO - Apollo Global Mgmt | 15.22% | Reduce −13.8% | 6,790,296 | $89.76 | $609M | −1,084,087 | +$5M |
| PRI - Primerica | 10.25% | Reduce −1.3% | 2,116,006 | $194.01 | $411M | −28,008 | −$13M |
| FNF - Fidelity National Financial | 9.79% | Add +4.5% | 9,496,172 | $41.30 | $392M | +408,109 | +$65M |
| LAD - Lithia Mtrs | 6.51% | Reduce −23.0% | 882,908 | $295.33 | $261M | −264,351 | −$88M |
| JPM - Jpmorgan Chase & | 6.02% | Reduce −1.4% | 1,663,540 | $145.02 | $241M | −24,178 | −$4M |
| RJF - Raymond James Finl | 5.37% | Reduce −1.1% | 2,140,707 | $100.43 | $215M | −23,600 | −$10M |
| OMF - Onemain | 5.30% | Reduce −1.0% | 5,298,634 | $40.09 | $212M | −52,999 | −$21M |
| Discover Finl Svcs | 5.15% | New | 2,381,258 | $86.63 | $206M | +2,381,258 | +$206M |
| FG - F&G Annuities & Life | 4.69% | Reduce −1.5% | 6,689,916 | $28.06 | $188M | −104,242 | +$19M |
| URI - United Rentals | 4.65% | Reduce −20.1% | 418,615 | $444.57 | $186M | −105,212 | −$47M |
| DHI - D.R. Horton | 3.25% | Reduce −15.0% | 1,209,787 | $107.47 | $130M | −213,937 | −$43M |
| LEN - Lennar · CL A | 2.84% | Add +40.2% | 1,013,938 | $112.23 | $114M | +290,822 | +$23M |
| ABG - Asbury Automotive Group | 1.58% | Reduce −0.5% | 275,266 | $230.07 | $63M | −1,300 | −$3M |
| AM - Antero Midstream | 0.67% | Reduce −0.9% | 2,233,155 | $11.98 | $27M | −19,247 | +$625K |
| AN - Autonation | 0.45% | Reduce −1.2% | 119,707 | $151.40 | $18M | −1,471 | −$2M |
| LPX - Louisiana Pac | 0.32% | New | 231,070 | $55.27 | $13M | +231,070 | +$13M |
| GOOGL - Alphabet · CL A | 0.07% | Hold | 21,838 | $130.86 | $3M | — | — |
| CMCSA - Comcast · CL A | 0.03% | Hold | 31,094 | $44.34 | $1M | — | — |
| MCO - Moodys | 0.02% | Hold | 3,150 | $316.17 | $996K | — | — |
| GOOG - Alphabet · CL C | 0.02% | Hold | 6,900 | $131.85 | $910K | — | — |
| BC - Brunswick | 0.01% | Hold | 6,828 | $79.00 | $539K | — | — |
| MPLX — | 0.01% | Hold | 12,000 | $35.57 | $427K | — | — |
| BAC - Bank of America | 0.01% | Hold | 14,532 | $27.38 | $398K | — | — |
| MSFT - Microsoft | 0.01% | Hold | 1,225 | $315.75 | $387K | — | — |
| UNH - Unitedhealth Group | 0.01% | Reduce −35.8% | 710 | $504.19 | $358K | −396 | −$174K |
| AMZN - Amazon | 0.01% | Hold | 2,700 | $127.12 | $343K | — | — |
| FAF - First Amern Finl | 0.01% | Reduce −6.3% | 6,000 | $56.49 | $339K | −400 | −$26K |
| HCA - Hca Healthcare | 0.01% | Hold | 1,373 | $245.98 | $338K | — | — |
| EPD - Enterprise Prods Partners L | 0.01% | New | 10,000 | $27.37 | $274K | +10,000 | +$274K |
| PGR - Progressive | 0.01% | Hold | 1,746 | $139.30 | $243K | — | — |
| MAR - Marriott Intl · CL A | 0.01% | Hold | 1,194 | $196.56 | $235K | — | — |
| ICLR - ICON | 0.01% | Hold | 950 | $246.25 | $234K | — | — |
| WFC - Wells Fargo | 0.01% | Hold | 5,250 | $40.86 | $215K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CMA - Comerica | 0.01% | Exit | 0 | $42.40 | $318K | −7,500 | −$318K |
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