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 | 19.76% | Add +7.9% | 1,756,653 | $471.56 | $828M | +129,055 | +$120M |
| FNF - Fidelity National Financial | 11.50% | Reduce −0.5% | 9,450,324 | $51.02 | $482M | −45,848 | +$90M |
| PRI - Primerica | 10.38% | Reduce −0.1% | 2,113,726 | $205.76 | $435M | −2,280 | +$24M |
| APO - Apollo Global Mgmt | 10.01% | Reduce −33.7% | 4,503,321 | $93.19 | $420M | −2,286,975 | −$190M |
| OMF - Onemain | 7.53% | Add +21.1% | 6,416,800 | $49.20 | $316M | +1,118,166 | +$103M |
| Discover Finl Svcs | 7.06% | Add +10.6% | 2,633,167 | $112.40 | $296M | +251,909 | +$90M |
| FG - F&G Annuities & Life | 6.82% | Reduce −7.1% | 6,217,094 | $46.00 | $286M | −472,822 | +$98M |
| JPM - Jpmorgan Chase & | 6.72% | Reduce −0.4% | 1,656,158 | $170.10 | $282M | −7,382 | +$40M |
| LAD - Lithia Mtrs | 6.47% | Reduce −6.7% | 823,982 | $329.28 | $271M | −58,926 | +$11M |
| RJF - Raymond James Finl | 5.69% | Reduce −0.2% | 2,137,186 | $111.50 | $238M | −3,521 | +$23M |
| DHI - D.R. Horton | 2.78% | Reduce −36.6% | 767,358 | $151.98 | $117M | −442,429 | −$13M |
| LEN - Lennar · CL A | 2.03% | Reduce −43.6% | 571,567 | $149.04 | $85M | −442,371 | −$29M |
| ABG - Asbury Automotive Group | 1.49% | Add +1.1% | 278,367 | $224.97 | $63M | +3,101 | −$706K |
| AM - Antero Midstream | 0.67% | Reduce −0.4% | 2,225,260 | $12.53 | $28M | −7,895 | +$1M |
| AN - Autonation | 0.44% | Add +2.3% | 122,435 | $150.18 | $18M | +2,728 | +$264K |
| LPX - Louisiana Pac | 0.39% | Reduce −0.6% | 229,739 | $70.83 | $16M | −1,331 | +$4M |
| GOOGL - Alphabet · CL A | 0.07% | Add +0.1% | 21,858 | $139.69 | $3M | +20 | +$196K |
| CMCSA - Comcast · CL A | 0.03% | Hold | 31,094 | $43.85 | $1M | — | — |
| HCA - Hca Healthcare | 0.03% | Add +182.1% | 3,873 | $270.68 | $1M | +2,500 | +$711K |
| RYAAY - Ryanair | 0.02% | New | 6,526 | $133.36 | $870K | +6,526 | +$870K |
| BAC - Bank of America | 0.02% | Add +55.1% | 22,532 | $33.67 | $759K | +8,000 | +$361K |
| MPLX — | 0.01% | Add +41.7% | 17,000 | $36.72 | $624K | +5,000 | +$197K |
| GOOG - Alphabet · CL C | 0.01% | Reduce −45.1% | 3,790 | $140.93 | $534K | −3,110 | −$376K |
| AMZN - Amazon | 0.01% | Hold | 2,700 | $151.94 | $410K | — | — |
| MSFT - Microsoft | 0.01% | Reduce −16.3% | 1,025 | $376.04 | $385K | −200 | −$1K |
| UNH - Unitedhealth Group | 0.01% | Reduce −14.1% | 610 | $526.47 | $321K | −100 | −$37K |
| PGR - Progressive | 0.01% | Hold | 1,746 | $159.28 | $278K | — | — |
| MAR - Marriott Intl · CL A | 0.01% | Hold | 1,194 | $225.51 | $269K | — | — |
| WFC - Wells Fargo | 0.01% | Hold | 5,250 | $49.22 | $258K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| URI - United Rentals | 4.65% | Exit | 0 | $444.57 | $186M | −418,615 | −$186M |
| MCO - Moodys | 0.02% | Exit | 0 | $316.19 | $996K | −3,150 | −$996K |
| BC - Brunswick | 0.01% | Exit | 0 | $78.94 | $539K | −6,828 | −$539K |
| FAF - First Amern Finl | 0.01% | Exit | 0 | $56.50 | $339K | −6,000 | −$339K |
| EPD - Enterprise Prods Partners L | 0.01% | Exit | 0 | $27.40 | $274K | −10,000 | −$274K |
| ICLR - ICON | 0.01% | Exit | 0 | $246.32 | $234K | −950 | −$234K |
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