Follow The Filings

Brave Warrior Advisors, LLC Glenn Greenberg

New York, NY 20 processed 13Fs on this site, 2021 Q3 to 2026 Q2

  • $4.6B
  • 40 holdings
  • 2026 Q2
  • +13.6% QoQ
  • Top 5 46.2%

Portfolio

2026 Q2, filed 8/14/2026, top 12 of 40 holdings

Top 5 46.2%, top 10 74.4%

  1. ICLR, Icon Pub 11.9%
  2. OMF, Onemain 10.1%
  3. SNX, TD Synnex 8.4%
  4. ELV, Elevance Health 8.2%
  5. SLM 7.6%
  6. AJG, Arthur J. Gallagher 6.4%
  7. AN, Autonation 6.2%
  8. RYAAY, Ryanair 5.6%
  9. PRI, Primerica 5.3%
  10. LEN, Lennar 4.7%
  11. BLDR, Builders FirstSource 4.6%
  12. COF, Capital One 4.3%
  13. Other 16.7%

AUM over time

2026 Q2 $4.6B +13.6% QoQ
2021 Q3: $2.9B 2021 Q3: $2.9B
Q3 2021
2021 Q4: $3.1B, +9.9% QoQ 2021 Q4: $3.1B, +9.9% QoQ
Q4
2022 Q1: $3.4B, +8.0% QoQ 2022 Q1: $3.4B, +8.0% QoQ
Q1 2022
2022 Q2: $2.9B, −14.1% QoQ 2022 Q2: $2.9B, −14.1% QoQ
Q2
2022 Q3: $2.9B, −0.7% QoQ 2022 Q3: $2.9B, −0.7% QoQ
Q3
2022 Q4: $3.2B, +9.7% QoQ 2022 Q4: $3.2B, +9.7% QoQ
Q4
2023 Q1: $3.2B, +1.9% QoQ 2023 Q1: $3.2B, +1.9% QoQ
Q1 2023
2023 Q2: $3.8B, +17.0% QoQ 2023 Q2: $3.8B, +17.0% QoQ
Q2
2023 Q3: $4B, +5.9% QoQ 2023 Q3: $4B, +5.9% QoQ
Q3
2023 Q4: $4.2B, +4.6% QoQ 2023 Q4: $4.2B, +4.6% QoQ
Q4
2024 Q1: $4.8B, +14.1% QoQ 2024 Q1: $4.8B, +14.1% QoQ
Q1 2024
2024 Q2: $4.5B, −5.6% QoQ 2024 Q2: $4.5B, −5.6% QoQ
Q2
2024 Q3: $4.8B, +6.8% QoQ 2024 Q3: $4.8B, +6.8% QoQ
Q3
2024 Q4: $4B, −16.6% QoQ 2024 Q4: $4B, −16.6% QoQ
Q4
2025 Q1: $4.4B, +8.6% QoQ 2025 Q1: $4.4B, +8.6% QoQ
Q1 2025
2025 Q2: $4.4B, −0.1% QoQ 2025 Q2: $4.4B, −0.1% QoQ
Q2
2025 Q3: $4.3B, −1.3% QoQ 2025 Q3: $4.3B, −1.3% QoQ
Q3
2025 Q4: $4.3B, −0.9% QoQ 2025 Q4: $4.3B, −0.9% QoQ
Q4
2026 Q1: $4B, −5.4% QoQ 2026 Q1: $4B, −5.4% QoQ
Q1 2026
2026 Q2: $4.6B, +13.6% QoQ 2026 Q2: $4.6B, +13.6% QoQ
Q2

Book

2026 Q1 2025 Q4, filed 15 May, long equity only

Download CSV Download Excel All activity
SNX, TD Synnex 12.75% Reduce −3.5% 3,053,644 $168.71 $515M −109,595 +$40M
OMF, Onemain 10.20%, was 12.25% 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 Health 8.13%, was 10.28% Reduce −10.3% 1,122,308 $292.75 $329M −129,495 −$110M
AN, Autonation 7.48%, was 7.51% 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 Properties 5.90%, was 6.02% Reduce −1.0% 8,515,897 $28.00 $238M −84,327 −$18M
PRI, Primerica 5.45%, was 4.72% Add +12.7% 879,323 $250.48 $220M +99,198 +$19M
LEN, Lennar 5.18%, was 5.81% Reduce −0.1% 2,410,050 $86.84 $209M −1,364 −$39M
BLDR, Builders FirstSource 4.83%, was 5.73% Reduce −0.3% 2,372,292 $82.33 $195M −6,853 −$49M
MPLX, Mplx LP 4.60%, was 5.59% Reduce −27.3% 3,253,524 $57.07 $186M −1,220,591 −$53M
COF, Capital One 4.53%, was 5.73% Reduce −0.5% 1,004,304 $182.43 $183M −4,558 −$61M
RYAAY, Ryanair 4.35%, was 5.17% Reduce −0.6% 3,039,376 $57.80 $176M −17,322 −$45M
FNF, Fidelity National Financial 4.02%, was 4.50% Reduce −0.5% 3,502,213 $46.38 $162M −16,876 −$30M
FG, F&G Annuities & Life 3.35%, was 3.89% Reduce −0.4% 5,353,141 $25.32 $136M −23,888 −$30M
DHI, D.R. Horton 2.36%, was 2.37% Reduce −1.2% 693,561 $137.22 $95M −8,261 −$5.9M
AM, Antero Midstream 1.04% Reduce −0.4% 1,839,879 $22.80 $42M −8,093 +$9.1M
GOOGL, Alphabet Class A 0.14% Hold 20,258 $287.56 $5.8M — —
JPM, JPMorgan Chase 0.04% Hold 5,643 $294.16 $1.7M — —
URI, Sunbelt Rentals 0.04% New 23,762 $65.09 $1.5M +23,762 +$1.5M
GOOG, Alphabet Class C 0.03% Hold 3,790 $286.86 $1.1M — —
CMCSA, Comcast 0.02% Hold 31,094 $28.71 $893K — —
MSFT, Microsoft 0.02%, was 0.01% Add +285.7% 2,025 $370.17 $750K +1,500 +$496K
BAC, Bank of America 0.02%, was 0.03% Reduce −45.2% 14,532 $48.75 $708K −12,000 −$751K
HCA, HCA Healthcare 0.02%, was 0.04% Reduce −66.0% 1,333 $473.24 $631K −2,590 −$1.2M
ARES, Ares Management 0.01% New 5,000 $109.10 $546K +5,000 +$546K
APO, Apollo Global Management 0.01% New 4,500 $111.42 $501K +4,500 +$501K
MAR, Marriott 0.01% Hold 1,194 $327.07 $391K — —
PGR, Progressive 0.01% Add +2.5% 1,789 $198.24 $355K +43 −$43K
AMAT, Applied Materials 0.01% Hold 961 $341.79 $328K — —
FAF, First American Financial 0.01% New 5,000 $60.29 $301K +5,000 +$301K
AMZN, Amazon 0.01% Hold 1,400 $208.27 $292K — —
ET, Energy Transfer 0.01% New 15,000 $19.30 $290K +15,000 +$290K
META, Meta Platforms 0.01% Add +10.4% 373 $572.13 $213K +35 −$10K
MA, Mastercard 0.01% Hold 422 $499.66 $211K — —
MCO, Moody's 0.01% Hold 471 $436.25 $205K — —

Exits / last held

Gone since 2025 Q4, shown at their last reported size.

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
USB, U.S. Bancorp 0.02% Exit 0 $53.33 $800K −15,000 −$800K
V, Visa 0.01% Exit 0 $351.13 $217K −618 −$217K
SPGI, S&P Global — Exit 0 $523.69 $210K −401 −$210K

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2025 Q4. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

20 periods, with AUM normalized

Newest 13Fs
Period Holds 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 to 2026 Q2

Notable person
Glenn Greenberg
SEC filing name
Brave Warrior Advisors, LLC
Location
New York, NY
All SEC filings
View on sec.gov