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 | 15.72% | Reduce −3.2% | 1,577,570 | $434.96 | $686M | −52,407 | +$85M |
| SNX - Td Synnex | 9.71% | Reduce −1.7% | 4,076,466 | $103.96 | $424M | −70,706 | −$63M |
| OMF - Onemain | 8.22% | Reduce −1.3% | 7,343,636 | $48.88 | $359M | −94,034 | −$29M |
| SLM — | 6.36% | New | 9,455,374 | $29.37 | $278M | +9,455,374 | +$278M |
| Discover Finl Svcs | 6.29% | Reduce −36.3% | 1,608,880 | $170.70 | $275M | −915,085 | −$163M |
| LEN - Lennar · CL A | 5.76% | Add +23.4% | 2,189,608 | $114.78 | $251M | +415,218 | +$9M |
| PRI - Primerica | 5.44% | Reduce −2.2% | 834,654 | $284.53 | $237M | −19,210 | +$6M |
| MPLX — | 5.35% | Reduce −1.2% | 4,364,086 | $53.52 | $234M | −54,068 | +$22M |
| RYAAY - Ryanair | 5.31% | Reduce −2.3% | 5,476,889 | $42.37 | $232M | −127,369 | −$12M |
| FNF - Fidelity National Financial | 5.27% | Reduce −40.8% | 3,533,961 | $65.08 | $230M | −2,439,170 | −$105M |
| MRP - Millrose Pptys · CL A | 4.83% | New | 7,958,813 | $26.51 | $211M | +7,958,813 | +$211M |
| FG - F&G Annuities & Life | 4.37% | Reduce −2.1% | 5,289,163 | $36.05 | $191M | −111,278 | −$33M |
| AN - Autonation | 4.19% | Reduce −22.7% | 1,130,055 | $161.92 | $183M | −331,158 | −$65M |
| BLDR - Builders Firstsource | 3.55% | New | 1,241,578 | $124.94 | $155M | +1,241,578 | +$155M |
| DHI - D.R. Horton | 3.42% | Add +50.3% | 1,174,997 | $127.13 | $149M | +393,470 | +$40M |
| COF - Capital One Finl | 2.59% | Add +42003.5% | 631,553 | $179.30 | $113M | +630,053 | +$113M |
| LAD - Lithia Mtrs | 2.57% | Reduce −37.7% | 381,889 | $293.54 | $112M | −230,677 | −$107M |
| AM - Antero Midstream | 0.79% | Reduce −0.7% | 1,918,528 | $18.00 | $35M | −14,312 | +$5M |
| GOOGL - Alphabet · CL A | 0.08% | Hold | 21,858 | $154.64 | $3M | — | — |
| JPM - Jpmorgan Chase & | 0.03% | Hold | 5,643 | $245.30 | $1M | — | — |
| CMCSA - Comcast · CL A | 0.03% | Hold | 31,094 | $36.90 | $1M | — | — |
| ICLR - ICON | 0.02% | Add +66.7% | 5,000 | $174.99 | $875K | +2,000 | +$246K |
| HCA - Hca Healthcare | 0.02% | Reduce −43.0% | 1,923 | $345.55 | $664K | −1,450 | −$348K |
| BAC - Bank of America | 0.01% | Hold | 14,532 | $41.73 | $606K | — | — |
| GOOG - Alphabet · CL C | 0.01% | Hold | 3,790 | $156.23 | $592K | — | — |
| PGR - Progressive | 0.01% | Hold | 1,746 | $283.01 | $494K | — | — |
| MSFT - Microsoft | 0.01% | Hold | 1,275 | $375.39 | $479K | — | — |
| ALLY - Ally Finl | 0.01% | Hold | 10,000 | $36.47 | $365K | — | — |
| MAR - Marriott Intl · CL A | 0.01% | Hold | 1,194 | $238.20 | $284K | — | — |
| AMZN - Amazon | 0.01% | Hold | 1,400 | $190.26 | $266K | — | — |
| UNH - Unitedhealth Group | 0.01% | Hold | 499 | $523.75 | $261K | — | — |
| MA - Mastercard · CL A | 0.01% | Hold | 422 | $548.12 | $231K | — | — |
| MCO - Moodys | 0.01% | Hold | 471 | $465.69 | $219K | — | — |
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