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 | 17.71% | Add +0.5% | 1,641,413 | $520.00 | $854M | +8,286 | −$31M |
| Discover Finl Svcs | 10.06% | Reduce −0.2% | 3,454,706 | $140.29 | $485M | −6,266 | +$32M |
| SNX - Td Synnex | 9.21% | Add +11.2% | 3,695,615 | $120.08 | $444M | +373,569 | +$60M |
| PRI - Primerica | 8.03% | Reduce −22.7% | 1,460,171 | $265.15 | $387M | −429,842 | −$60M |
| FNF - Fidelity National Financial | 7.74% | Reduce −18.4% | 6,010,352 | $62.06 | $373M | −1,357,181 | +$9M |
| OMF - Onemain | 7.23% | Add +1.8% | 7,402,222 | $47.07 | $348M | +132,045 | −$4M |
| LEN - Lennar · CL A | 6.93% | Add +12.3% | 1,780,852 | $187.48 | $334M | +195,540 | +$96M |
| APO - Apollo Global Mgmt | 5.90% | Reduce −39.7% | 2,277,466 | $124.91 | $284M | −1,502,235 | −$162M |
| LAD - Lithia Mtrs | 5.63% | Reduce −0.1% | 854,551 | $317.64 | $271M | −621 | +$56M |
| FG - F&G Annuities & Life | 5.06% | Reduce −9.8% | 5,456,170 | $44.72 | $244M | −593,194 | +$14M |
| RYAAY - Ryanair | 4.78% | Add +10182.1% | 5,104,019 | $45.18 | $231M | +5,054,379 | +$225M |
| MPLX — | 4.09% | Add +4.7% | 4,432,966 | $44.46 | $197M | +197,488 | +$17M |
| AN - Autonation | 3.61% | Reduce −0.7% | 972,309 | $178.92 | $174M | −6,926 | +$18M |
| DHI - D.R. Horton | 3.18% | Reduce −0.4% | 803,061 | $190.77 | $153M | −2,862 | +$40M |
| AM - Antero Midstream | 0.59% | Reduce −9.2% | 1,898,932 | $15.05 | $29M | −191,357 | −$2M |
| GOOGL - Alphabet · CL A | 0.08% | Hold | 21,858 | $165.85 | $4M | — | — |
| HCA - Hca Healthcare | 0.03% | Reduce −12.9% | 3,373 | $406.43 | $1M | −500 | +$127K |
| CMCSA - Comcast · CL A | 0.03% | Hold | 31,094 | $41.77 | $1M | — | — |
| JPM - Jpmorgan Chase & | 0.02% | Hold | 5,643 | $210.86 | $1M | — | — |
| BAC - Bank of America | 0.02% | Hold | 22,532 | $39.68 | $894K | — | — |
| GOOG - Alphabet · CL C | 0.01% | Hold | 3,790 | $167.19 | $634K | — | — |
| DLTR - Dollar Tree | 0.01% | New | 7,126 | $70.32 | $501K | +7,126 | +$501K |
| PGR - Progressive | 0.01% | Hold | 1,746 | $253.76 | $443K | — | — |
| ALLY - Ally Finl | 0.01% | New | 10,000 | $35.59 | $356K | +10,000 | +$356K |
| MAR - Marriott Intl · CL A | 0.01% | Hold | 1,194 | $248.60 | $297K | — | — |
| UNH - Unitedhealth Group | 0.01% | Reduce −18.2% | 499 | $584.68 | $292K | −111 | −$19K |
| AMZN - Amazon | 0.01% | Reduce −36.4% | 1,400 | $186.33 | $261K | −800 | −$164K |
| MSFT - Microsoft | 0.00% | Hold | 525 | $430.30 | $226K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AMAT - Applied Matls | 0.01% | Exit | 0 | $236.21 | $227K | −961 | −$227K |
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