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
| OMF - Onemain | 12.25% | Reduce −0.7% | 7,739,293 | $67.55 | $523M | −54,977 | +$83M |
| SNX - Td Synnex | 11.13% | Reduce −3.4% | 3,163,239 | $150.23 | $475M | −112,054 | −$61M |
| ELV - Elevance | 10.28% | Reduce −31.7% | 1,251,803 | $350.55 | $439M | −582,199 | −$154M |
| SLM — | 8.13% | Add +10.1% | 12,831,965 | $27.06 | $347M | +1,172,547 | +$24M |
| AN - Autonation | 7.51% | Add +27.9% | 1,552,741 | $206.48 | $321M | +338,698 | +$55M |
| MRP - Millrose Pptys · CL A | 6.02% | Add +60.0% | 8,600,224 | $29.87 | $257M | +3,224,632 | +$76M |
| LEN - Lennar · CL A | 5.81% | Add +20.2% | 2,411,414 | $102.80 | $248M | +405,908 | −$5M |
| BLDR - Builders Firstsource | 5.73% | Add +31.8% | 2,379,145 | $102.89 | $245M | +573,764 | +$26M |
| COF - Capital One Finl | 5.73% | Add +4.6% | 1,008,862 | $242.36 | $245M | +44,132 | +$39M |
| MPLX — | 5.59% | Add +0.1% | 4,474,115 | $53.37 | $239M | +6,641 | +$16M |
| RYAAY - Ryanair | 5.17% | Reduce −25.2% | 3,056,698 | $72.19 | $221M | −1,027,548 | −$25M |
| PRI - Primerica | 4.72% | Add +3.6% | 780,125 | $258.36 | $202M | +27,136 | −$7M |
| FNF - Fidelity National Financial | 4.50% | Add +0.9% | 3,519,089 | $54.59 | $192M | +29,775 | −$19M |
| FG - F&G Annuities & Life | 3.89% | Add +3.0% | 5,377,029 | $30.85 | $166M | +158,052 | +$3M |
| DHI - D.R. Horton | 2.37% | Reduce −1.0% | 701,822 | $144.03 | $101M | −6,859 | −$19M |
| AM - Antero Midstream | 0.77% | Reduce −0.9% | 1,847,972 | $17.79 | $33M | −17,358 | −$3M |
| GOOGL - Alphabet · CL A | 0.15% | Reduce −7.3% | 20,258 | $313.00 | $6M | −1,600 | +$1M |
| HCA - Hca Healthcare | 0.04% | Hold | 3,923 | $466.86 | $2M | — | — |
| JPM - Jpmorgan Chase & | 0.04% | Hold | 5,643 | $322.22 | $2M | — | — |
| BAC - Bank of America | 0.03% | Hold | 26,532 | $55.00 | $1M | — | — |
| GOOG - Alphabet · CL C | 0.03% | Hold | 3,790 | $313.80 | $1M | — | — |
| CMCSA - Comcast · CL A | 0.02% | Hold | 31,094 | $29.89 | $929K | — | — |
| USB - US Bancorp Del | 0.02% | Hold | 15,000 | $53.36 | $800K | — | — |
| PGR - Progressive | 0.01% | Hold | 1,746 | $227.72 | $398K | — | — |
| MAR - Marriott Intl · CL A | 0.01% | Hold | 1,194 | $310.24 | $370K | — | — |
| AMZN - Amazon | 0.01% | Hold | 1,400 | $230.82 | $323K | — | — |
| MSFT - Microsoft | 0.01% | Hold | 525 | $483.62 | $254K | — | — |
| AMAT - Applied Matls | 0.01% | New | 961 | $256.99 | $247K | +961 | +$247K |
| MA - Mastercard · CL A | 0.01% | Hold | 422 | $570.88 | $241K | — | — |
| MCO - Moodys | 0.01% | Hold | 471 | $510.85 | $241K | — | — |
| META - Meta Platforms · CL A | 0.01% | Hold | 338 | $660.09 | $223K | — | — |
| V - VISA · CL A | 0.01% | Hold | 618 | $350.71 | $217K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| KNTK - Kinetik · CL A | 1.60% | Exit | 0 | $42.74 | $69M | −1,608,928 | −$69M |
| ICLR - ICON | 0.01% | Exit | 0 | $175.00 | $525K | −3,000 | −$525K |
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