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 | 14.96% | Reduce −0.7% | 1,629,977 | $368.90 | $601M | −11,436 | −$252M |
| SNX - Td Synnex | 12.10% | Add +12.2% | 4,147,172 | $117.28 | $486M | +451,557 | +$43M |
| Discover Finl Svcs | 10.88% | Reduce −26.9% | 2,523,965 | $173.23 | $437M | −930,741 | −$47M |
| OMF - Onemain | 9.65% | Add +0.5% | 7,437,670 | $52.13 | $388M | +35,448 | +$39M |
| FNF - Fidelity National Financial | 8.34% | Reduce −0.6% | 5,973,131 | $56.14 | $335M | −37,221 | −$38M |
| AN - Autonation | 6.17% | Add +50.3% | 1,461,213 | $169.84 | $248M | +488,904 | +$74M |
| RYAAY - Ryanair | 6.08% | Add +9.8% | 5,604,258 | $43.59 | $244M | +500,239 | +$14M |
| LEN - Lennar · CL A | 6.02% | Reduce −0.4% | 1,774,390 | $136.37 | $242M | −6,462 | −$92M |
| PRI - Primerica | 5.77% | Reduce −41.5% | 853,864 | $271.42 | $232M | −606,307 | −$155M |
| FG - F&G Annuities & Life | 5.57% | Reduce −1.0% | 5,400,441 | $41.44 | $224M | −55,729 | −$20M |
| LAD - Lithia Mtrs | 5.45% | Reduce −28.3% | 612,566 | $357.43 | $219M | −241,985 | −$52M |
| MPLX — | 5.26% | Reduce −0.3% | 4,418,154 | $47.86 | $211M | −14,812 | +$14M |
| DHI - D.R. Horton | 2.72% | Reduce −2.7% | 781,527 | $139.82 | $109M | −21,534 | −$44M |
| AM - Antero Midstream | 0.73% | Add +1.8% | 1,932,840 | $15.09 | $29M | +33,908 | +$588K |
| GOOGL - Alphabet · CL A | 0.10% | Hold | 21,858 | $189.30 | $4M | — | — |
| JPM - Jpmorgan Chase & | 0.03% | Hold | 5,643 | $239.71 | $1M | — | — |
| CMCSA - Comcast · CL A | 0.03% | Hold | 31,094 | $37.53 | $1M | — | — |
| HCA - Hca Healthcare | 0.03% | Hold | 3,373 | $300.15 | $1M | — | — |
| GOOG - Alphabet · CL C | 0.02% | Hold | 3,790 | $190.44 | $722K | — | — |
| BAC - Bank of America | 0.02% | Reduce −35.5% | 14,532 | $43.95 | $639K | −8,000 | −$255K |
| ICLR - ICON | 0.02% | New | 3,000 | $209.71 | $629K | +3,000 | +$629K |
| MSFT - Microsoft | 0.01% | Add +142.9% | 1,275 | $421.50 | $537K | +750 | +$312K |
| PGR - Progressive | 0.01% | Hold | 1,746 | $239.61 | $418K | — | — |
| ALLY - Ally Finl | 0.01% | Hold | 10,000 | $36.01 | $360K | — | — |
| MAR - Marriott Intl · CL A | 0.01% | Hold | 1,194 | $278.94 | $333K | — | — |
| AMZN - Amazon | 0.01% | Hold | 1,400 | $219.39 | $307K | — | — |
| COF - Capital One Finl | 0.01% | New | 1,500 | $178.32 | $267K | +1,500 | +$267K |
| UNH - Unitedhealth Group | 0.01% | Hold | 499 | $505.86 | $252K | — | — |
| MCO - Moodys | 0.01% | Hold | 471 | $473.37 | $223K | — | — |
| MA - Mastercard · CL A | 0.01% | Hold | 422 | $526.57 | $222K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| APO - Apollo Global Mgmt | 5.90% | Exit | 0 | $124.91 | $284M | −2,277,466 | −$284M |
| DLTR - Dollar Tree | 0.01% | Exit | 0 | $70.31 | $501K | −7,126 | −$501K |
| TXN - Texas Instrs | — | Exit | 0 | $206.93 | $209K | −1,010 | −$209K |
| SPGI - S&P Global | — | Exit | 0 | $516.21 | $207K | −401 | −$207K |
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