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 | 19.61% | Reduce −0.8% | 1,633,127 | $541.86 | $885M | −12,710 | +$31M |
| Discover Finl Svcs | 10.03% | Add +4.6% | 3,460,972 | $130.81 | $453M | +150,895 | +$19M |
| PRI - Primerica | 9.91% | Reduce −6.2% | 1,890,013 | $236.58 | $447M | −125,039 | −$63M |
| APO - Apollo Global Mgmt | 9.89% | Reduce −0.6% | 3,779,701 | $118.07 | $446M | −24,683 | +$18M |
| SNX - Td Synnex | 8.50% | Add +8.5% | 3,322,046 | $115.40 | $383M | +260,963 | +$37M |
| FNF - Fidelity National Financial | 8.07% | Reduce −18.8% | 7,367,533 | $49.42 | $364M | −1,709,198 | −$118M |
| OMF - Onemain | 7.81% | Add +9.0% | 7,270,177 | $48.49 | $353M | +597,913 | +$12M |
| LEN - Lennar · CL A | 5.27% | Add +56.3% | 1,585,312 | $149.87 | $238M | +570,871 | +$63M |
| FG - F&G Annuities & Life | 5.10% | Reduce −0.6% | 6,049,364 | $38.05 | $230M | −38,519 | −$17M |
| LAD - Lithia Mtrs | 4.78% | Add +11.4% | 855,172 | $252.45 | $216M | +87,671 | −$15M |
| MPLX — | 4.00% | Add +40.0% | 4,235,478 | $42.59 | $180M | +1,209,869 | +$55M |
| AN - Autonation | 3.46% | Add +4.4% | 979,235 | $159.38 | $156M | +41,472 | +$796K |
| DHI - D.R. Horton | 2.52% | Reduce −0.5% | 805,923 | $140.93 | $114M | −4,213 | −$20M |
| AM - Antero Midstream | 0.68% | Reduce −2.7% | 2,090,289 | $14.74 | $31M | −58,840 | +$594K |
| RYAAY - Ryanair | 0.13% | Add +660.6% | 49,640 | $116.44 | $6M | +43,114 | +$5M |
| GOOGL - Alphabet · CL A | 0.09% | Hold | 21,858 | $182.15 | $4M | — | — |
| HCA - Hca Healthcare | 0.03% | Hold | 3,873 | $321.28 | $1M | — | — |
| CMCSA - Comcast · CL A | 0.03% | Hold | 31,094 | $39.16 | $1M | — | — |
| JPM - Jpmorgan Chase & | 0.03% | Reduce −99.6% | 5,643 | $202.26 | $1M | −1,292,985 | −$259M |
| BAC - Bank of America | 0.02% | Hold | 22,532 | $39.77 | $896K | — | — |
| GOOG - Alphabet · CL C | 0.02% | Hold | 3,790 | $183.42 | $695K | — | — |
| AMZN - Amazon | 0.01% | Reduce −18.5% | 2,200 | $193.25 | $425K | −500 | −$62K |
| PGR - Progressive | 0.01% | Hold | 1,746 | $207.71 | $363K | — | — |
| UNH - Unitedhealth Group | 0.01% | Hold | 610 | $509.26 | $311K | — | — |
| MAR - Marriott Intl · CL A | 0.01% | Hold | 1,194 | $241.77 | $289K | — | — |
| MSFT - Microsoft | 0.01% | Hold | 525 | $446.95 | $235K | — | — |
| AMAT - Applied Matls | 0.01% | New | 961 | $235.99 | $227K | +961 | +$227K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| LPX - Louisiana Pac | 0.39% | Exit | 0 | $83.91 | $19M | −224,598 | −$19M |
| WFC - Wells Fargo | 0.01% | Exit | 0 | $57.90 | $304K | −5,250 | −$304K |
| MA - Mastercard · CL A | — | Exit | 0 | $481.04 | $203K | −422 | −$203K |
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