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 | 13.76% | Add +65.3% | 1,834,002 | $323.12 | $593M | +724,349 | +$161M |
| SNX - Td Synnex | 12.45% | Reduce −13.1% | 3,275,293 | $163.75 | $536M | −493,258 | +$25M |
| OMF - Onemain | 10.22% | Reduce −1.0% | 7,794,270 | $56.46 | $440M | −75,815 | −$9M |
| SLM — | 7.49% | Add +10.6% | 11,659,418 | $27.68 | $323M | +1,118,513 | −$23M |
| AN - Autonation | 6.17% | Reduce 0.0% | 1,214,043 | $218.77 | $266M | −467 | +$24M |
| LEN - Lennar · CL A | 5.87% | Reduce −7.0% | 2,005,506 | $126.04 | $253M | −151,621 | +$14M |
| RYAAY - Ryanair | 5.71% | Reduce −24.1% | 4,084,246 | $60.22 | $246M | −1,294,843 | −$64M |
| MPLX — | 5.18% | Add +4.5% | 4,467,474 | $49.95 | $223M | +192,441 | +$3M |
| BLDR - Builders Firstsource | 5.08% | Reduce −1.2% | 1,805,381 | $121.25 | $219M | −21,880 | +$6M |
| FNF - Fidelity National Financial | 4.90% | Add +0.1% | 3,489,314 | $60.49 | $211M | +2,156 | +$16M |
| PRI - Primerica | 4.85% | Reduce −8.6% | 752,989 | $277.59 | $209M | −71,003 | −$16M |
| COF - Capital One Finl | 4.76% | Reduce −47.4% | 964,730 | $212.58 | $205M | −868,261 | −$185M |
| MRP - Millrose Pptys · CL A | 4.19% | Reduce −31.6% | 5,375,592 | $33.61 | $181M | −2,486,098 | −$43M |
| FG - F&G Annuities & Life | 3.79% | Reduce −0.1% | 5,218,977 | $31.27 | $163M | −3,788 | −$4M |
| DHI - D.R. Horton | 2.79% | Reduce −38.7% | 708,681 | $169.47 | $120M | −447,591 | −$29M |
| KNTK - Kinetik · CL A | 1.60% | New | 1,608,928 | $42.74 | $69M | +1,608,928 | +$69M |
| AM - Antero Midstream | 0.84% | Reduce −1.7% | 1,865,330 | $19.44 | $36M | −32,446 | +$299K |
| GOOGL - Alphabet · CL A | 0.12% | Hold | 21,858 | $243.10 | $5M | — | — |
| JPM - Jpmorgan Chase & | 0.04% | Hold | 5,643 | $315.43 | $2M | — | — |
| HCA - Hca Healthcare | 0.04% | Hold | 3,923 | $426.20 | $2M | — | — |
| BAC - Bank of America | 0.03% | Hold | 26,532 | $51.59 | $1M | — | — |
| CMCSA - Comcast · CL A | 0.02% | Hold | 31,094 | $31.42 | $977K | — | — |
| GOOG - Alphabet · CL C | 0.02% | Hold | 3,790 | $243.55 | $923K | — | — |
| USB - US Bancorp Del | 0.02% | Hold | 15,000 | $48.33 | $725K | — | — |
| ICLR - ICON | 0.01% | Reduce −40.0% | 3,000 | $175.00 | $525K | −2,000 | −$202K |
| PGR - Progressive | 0.01% | Hold | 1,746 | $246.95 | $431K | — | — |
| MAR - Marriott Intl · CL A | 0.01% | Hold | 1,194 | $260.44 | $311K | — | — |
| AMZN - Amazon | 0.01% | Hold | 1,400 | $219.57 | $307K | — | — |
| MSFT - Microsoft | 0.01% | Hold | 525 | $517.95 | $272K | — | — |
| META - Meta Platforms · CL A | 0.01% | Hold | 338 | $734.38 | $248K | — | — |
| MA - Mastercard · CL A | 0.01% | Hold | 422 | $568.81 | $240K | — | — |
| MCO - Moodys | 0.01% | Hold | 471 | $476.48 | $224K | — | — |
| V - VISA · CL A | 0.00% | Hold | 618 | $341.38 | $211K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| UNH - Unitedhealth Group | 0.01% | Exit | 0 | $312.21 | $468K | −1,499 | −$468K |
| SPGI - S&P Global | — | Exit | 0 | $526.18 | $211K | −401 | −$211K |
| TXN - Texas Instrs | — | Exit | 0 | $207.92 | $210K | −1,010 | −$210K |
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