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
| SNX - Td Synnex | 11.72% | Reduce −7.6% | 3,768,551 | $135.70 | $511M | −307,915 | +$88M |
| OMF - Onemain | 10.28% | Add +7.2% | 7,870,085 | $57.00 | $449M | +526,449 | +$90M |
| ELV - Elevance Health | 9.89% | Reduce −29.7% | 1,109,653 | $388.96 | $432M | −467,917 | −$255M |
| COF - Capital One Finl | 8.94% | Add +190.2% | 1,832,991 | $212.76 | $390M | +1,201,438 | +$277M |
| SLM — | 7.92% | Add +11.5% | 10,540,905 | $32.79 | $346M | +1,085,531 | +$68M |
| RYAAY - Ryanair | 7.11% | Reduce −1.8% | 5,379,089 | $57.67 | $310M | −97,800 | +$78M |
| AN - Autonation | 5.53% | Add +7.5% | 1,214,510 | $198.65 | $241M | +84,455 | +$58M |
| LEN - Lennar · CL A | 5.47% | Reduce −1.5% | 2,157,127 | $110.61 | $239M | −32,481 | −$13M |
| PRI - Primerica | 5.17% | Reduce −1.3% | 823,992 | $273.67 | $226M | −10,662 | −$12M |
| MRP - Millrose Pptys · CL A | 5.14% | Reduce −1.2% | 7,861,690 | $28.51 | $224M | −97,123 | +$13M |
| MPLX — | 5.05% | Reduce −2.0% | 4,275,033 | $51.51 | $220M | −89,053 | −$13M |
| BLDR - Builders Firstsource | 4.89% | Add +47.2% | 1,827,261 | $116.69 | $213M | +585,683 | +$58M |
| FNF - Fidelity National Financial | 4.48% | Reduce −1.3% | 3,487,158 | $56.06 | $195M | −46,803 | −$34M |
| FG - F&G Annuities & Life | 3.83% | Reduce −1.3% | 5,222,765 | $31.98 | $167M | −66,398 | −$24M |
| DHI - D.R. Horton | 3.42% | Reduce −1.6% | 1,156,272 | $128.92 | $149M | −18,725 | −$311K |
| AM - Antero Midstream | 0.82% | Reduce −1.1% | 1,897,776 | $18.95 | $36M | −20,752 | +$1M |
| GOOGL - Alphabet · CL A | 0.09% | Hold | 21,858 | $176.23 | $4M | — | — |
| JPM - Jpmorgan Chase & | 0.04% | Hold | 5,643 | $289.91 | $2M | — | — |
| HCA - Hca Healthcare | 0.03% | Add +104.0% | 3,923 | $383.10 | $2M | +2,000 | +$838K |
| BAC - Bank of America | 0.03% | Add +82.6% | 26,532 | $47.32 | $1M | +12,000 | +$649K |
| CMCSA - Comcast · CL A | 0.03% | Hold | 31,094 | $35.69 | $1M | — | — |
| ICLR - ICON | 0.02% | Hold | 5,000 | $145.45 | $727K | — | — |
| USB - US Bancorp Del | 0.02% | New | 15,000 | $45.25 | $679K | +15,000 | +$679K |
| GOOG - Alphabet · CL C | 0.02% | Hold | 3,790 | $177.39 | $672K | — | — |
| UNH - Unitedhealth Group | 0.01% | Add +200.4% | 1,499 | $311.97 | $468K | +1,000 | +$206K |
| PGR - Progressive | 0.01% | Hold | 1,746 | $266.86 | $466K | — | — |
| MAR - Marriott Intl · CL A | 0.01% | Hold | 1,194 | $273.21 | $326K | — | — |
| AMZN - Amazon | 0.01% | Hold | 1,400 | $219.39 | $307K | — | — |
| MSFT - Microsoft | 0.01% | Reduce −58.8% | 525 | $497.41 | $261K | −750 | −$217K |
| META - Meta Platforms · CL A | 0.01% | New | 338 | $738.09 | $249K | +338 | +$249K |
| MA - Mastercard · CL A | 0.01% | Hold | 422 | $561.94 | $237K | — | — |
| MCO - Moodys | 0.01% | Hold | 471 | $501.59 | $236K | — | — |
| V - VISA · CL A | 0.01% | Hold | 618 | $355.05 | $219K | — | — |
| SPGI - S&P Global | 0.00% | Hold | 401 | $527.29 | $211K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Discover Finl Svcs | 6.29% | Exit | 0 | $170.70 | $275M | −1,608,880 | −$275M |
| LAD - Lithia Mtrs | 2.57% | Exit | 0 | $293.54 | $112M | −381,889 | −$112M |
| ALLY - Ally Finl | 0.01% | Exit | 0 | $36.50 | $365K | −10,000 | −$365K |
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