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 | 12.75% | Reduce −3.5% | 3,053,644 | $168.71 | $515M | −109,595 | +$40M |
| OMF - Onemain | 10.20% | Reduce −0.5% | 7,703,307 | $53.49 | $412M | −35,986 | −$111M |
| ICLR - ICON | 8.21% | New | 2,996,811 | $110.66 | $332M | +2,996,811 | +$332M |
| ELV - Elevance | 8.13% | Reduce −10.3% | 1,122,308 | $292.75 | $329M | −129,495 | −$110M |
| AN - Autonation | 7.48% | Reduce −0.3% | 1,547,728 | $195.26 | $302M | −5,013 | −$18M |
| SLM — | 7.20% | Add +5.9% | 13,584,368 | $21.41 | $291M | +752,403 | −$56M |
| MRP - Millrose Pptys · CL A | 5.90% | Reduce −1.0% | 8,515,897 | $28.00 | $238M | −84,327 | −$18M |
| PRI - Primerica | 5.45% | Add +12.7% | 879,323 | $250.48 | $220M | +99,198 | +$19M |
| LEN - Lennar · CL A | 5.18% | Reduce −0.1% | 2,410,050 | $86.84 | $209M | −1,364 | −$39M |
| BLDR - Builders Firstsource | 4.83% | Reduce −0.3% | 2,372,292 | $82.33 | $195M | −6,853 | −$49M |
| MPLX — | 4.60% | Reduce −27.3% | 3,253,524 | $57.07 | $186M | −1,220,591 | −$53M |
| COF - Capital One Finl | 4.53% | Reduce −0.5% | 1,004,304 | $182.43 | $183M | −4,558 | −$61M |
| RYAAY - Ryanair | 4.35% | Reduce −0.6% | 3,039,376 | $57.80 | $176M | −17,322 | −$45M |
| FNF - Fidelity Natl Finl | 4.02% | Reduce −0.5% | 3,502,213 | $46.38 | $162M | −16,876 | −$30M |
| FG - F&G Annuities & Life | 3.35% | Reduce −0.4% | 5,353,141 | $25.32 | $136M | −23,888 | −$30M |
| DHI - D.R. Horton | 2.36% | Reduce −1.2% | 693,561 | $137.22 | $95M | −8,261 | −$6M |
| AM - Antero Midstream | 1.04% | Reduce −0.4% | 1,839,879 | $22.80 | $42M | −8,093 | +$9M |
| GOOGL - Alphabet · CL A | 0.14% | Hold | 20,258 | $287.56 | $6M | — | — |
| JPM - Jpmorgan Chase & | 0.04% | Hold | 5,643 | $294.16 | $2M | — | — |
| URI - Sunbelt Rentals | 0.04% | New | 23,762 | $65.09 | $2M | +23,762 | +$2M |
| GOOG - Alphabet · CL C | 0.03% | Hold | 3,790 | $286.86 | $1M | — | — |
| CMCSA - Comcast · CL A | 0.02% | Hold | 31,094 | $28.71 | $893K | — | — |
| MSFT - Microsoft | 0.02% | Add +285.7% | 2,025 | $370.17 | $750K | +1,500 | +$496K |
| BAC - Bank of America | 0.02% | Reduce −45.2% | 14,532 | $48.75 | $708K | −12,000 | −$751K |
| HCA - Hca Healthcare | 0.02% | Reduce −66.0% | 1,333 | $473.24 | $631K | −2,590 | −$1M |
| ARES - Ares Management · CL A | 0.01% | New | 5,000 | $109.10 | $546K | +5,000 | +$546K |
| APO - Apollo Global Mgmt | 0.01% | New | 4,500 | $111.42 | $501K | +4,500 | +$501K |
| MAR - Marriott Intl · CL A | 0.01% | Hold | 1,194 | $327.07 | $391K | — | — |
| PGR - Progressive | 0.01% | Add +2.5% | 1,789 | $198.24 | $355K | +43 | −$43K |
| AMAT - Applied Matls | 0.01% | Hold | 961 | $341.79 | $328K | — | — |
| FAF - First Amern Finl | 0.01% | New | 5,000 | $60.29 | $301K | +5,000 | +$301K |
| AMZN - Amazon | 0.01% | Hold | 1,400 | $208.27 | $292K | — | — |
| ET - Energy Transfer L P | 0.01% | New | 15,000 | $19.30 | $290K | +15,000 | +$290K |
| META - Meta Platforms · CL A | 0.01% | Add +10.4% | 373 | $572.13 | $213K | +35 | −$10K |
| MA - Mastercard · CL A | 0.01% | Hold | 422 | $499.66 | $211K | — | — |
| MCO - Moodys | 0.01% | Hold | 471 | $436.25 | $205K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| USB - US Bancorp Del | 0.02% | Exit | 0 | $53.33 | $800K | −15,000 | −$800K |
| V - VISA · CL A | 0.01% | Exit | 0 | $351.13 | $217K | −618 | −$217K |
| SPGI - S&P Global | — | Exit | 0 | $523.69 | $210K | −401 | −$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