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 | 17.85% | Reduce −6.3% | 1,645,837 | $518.54 | $853M | −110,816 | +$25M |
| PRI - Primerica | 10.66% | Reduce −4.7% | 2,015,052 | $252.96 | $510M | −98,674 | +$75M |
| FNF - Fidelity National Financial | 10.08% | Reduce −4.0% | 9,076,731 | $53.10 | $482M | −373,593 | −$181K |
| Discover Finl Svcs | 9.08% | Add +25.7% | 3,310,077 | $131.09 | $434M | +676,910 | +$138M |
| APO - Apollo Global Mgmt | 8.95% | Reduce −15.5% | 3,804,384 | $112.45 | $428M | −698,937 | +$8M |
| SNX - Td Synnex | 7.24% | New | 3,061,083 | $113.10 | $346M | +3,061,083 | +$346M |
| OMF - Onemain | 7.13% | Add +4.0% | 6,672,264 | $51.09 | $341M | +255,464 | +$25M |
| JPM - Jpmorgan Chase & | 5.44% | Reduce −21.6% | 1,298,628 | $200.30 | $260M | −357,530 | −$22M |
| FG - F&G Annuities & Life | 5.16% | Reduce −2.1% | 6,087,883 | $40.55 | $247M | −129,211 | −$39M |
| LAD - Lithia Mtrs | 4.83% | Reduce −6.9% | 767,501 | $300.86 | $231M | −56,481 | −$40M |
| LEN - Lennar · CL A | 3.65% | Add +77.5% | 1,014,441 | $171.98 | $174M | +442,874 | +$89M |
| AN - Autonation | 3.25% | Add +665.9% | 937,763 | $165.58 | $155M | +815,328 | +$137M |
| DHI - D.R. Horton | 2.79% | Add +5.6% | 810,136 | $164.55 | $133M | +42,778 | +$17M |
| MPLX — | 2.63% | Add +17697.7% | 3,025,609 | $41.56 | $126M | +3,008,609 | +$125M |
| AM - Antero Midstream | 0.63% | Reduce −3.4% | 2,149,129 | $14.06 | $30M | −76,131 | +$2M |
| LPX - Louisiana Pac | 0.39% | Reduce −2.2% | 224,598 | $83.91 | $19M | −5,141 | +$3M |
| GOOGL - Alphabet · CL A | 0.07% | Hold | 21,858 | $150.93 | $3M | — | — |
| CMCSA - Comcast · CL A | 0.03% | Hold | 31,094 | $43.35 | $1M | — | — |
| HCA - Hca Healthcare | 0.03% | Hold | 3,873 | $333.53 | $1M | — | — |
| RYAAY - Ryanair | 0.02% | Hold | 6,526 | $145.59 | $950K | — | — |
| BAC - Bank of America | 0.02% | Hold | 22,532 | $37.92 | $854K | — | — |
| GOOG - Alphabet · CL C | 0.01% | Hold | 3,790 | $152.26 | $577K | — | — |
| AMZN - Amazon | 0.01% | Hold | 2,700 | $180.38 | $487K | — | — |
| PGR - Progressive | 0.01% | Hold | 1,746 | $206.82 | $361K | — | — |
| WFC - Wells Fargo | 0.01% | Hold | 5,250 | $57.96 | $304K | — | — |
| UNH - Unitedhealth Group | 0.01% | Hold | 610 | $494.70 | $302K | — | — |
| MAR - Marriott Intl · CL A | 0.01% | Hold | 1,194 | $252.31 | $301K | — | — |
| MSFT - Microsoft | 0.00% | Reduce −48.8% | 525 | $420.72 | $221K | −500 | −$165K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| RJF - Raymond James Finl | 5.69% | Exit | 0 | $111.50 | $238M | −2,137,186 | −$238M |
| ABG - Asbury Automotive Group | 1.49% | Exit | 0 | $224.97 | $63M | −278,367 | −$63M |
| KEY - Keycorp | — | Exit | 0 | $14.40 | $144K | −10,000 | −$144K |
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