Glenn Greenberg - Brave Warrior Advisors
Brave Warrior Advisors · SEC Form 13F portfolio
- Period
- 2026-06-30
- Portfolio value
- $4.59B
- Holdings
- 40
- Top 10
- 74.4%
Latest reported holdings
| Holding | % of Portfolio | Value | Shares | Change |
|---|---|---|---|---|
ICON PUB LTD CO · SHS | 11.94% | $547.76M | 3.15M | +5.22% |
ONEMAIN HLDGS INC · COM | 10.08% | $462.47M | 7.59M | −1.53% |
TD SYNNEX CORPORATION · COM | 8.40% | $385.41M | 1.44M | −52.79% |
ELEVANCE HEALTH INC FORMERLY · COM | 8.23% | $377.79M | 976.88K | −12.96% |
SLM CORP · COM | 7.56% | $347.11M | 13.38M | −1.50% |
GALLAGHER ARTHUR J & CO · COM | 6.43% | $295.00M | 1.29M | New |
AUTONATION INC · COM | 6.17% | $283.17M | 1.52M | −1.53% |
RYANAIR HOLDINGS PLC · SPONSORED ADR | 5.59% | $256.32M | 3.96M | +30.25% |
PRIMERICA INC · COM | 5.36% | $246.08M | 865.86K | −1.53% |
LENNAR CORP · CL A | 4.68% | $214.75M | 2.37M | −1.53% |
BUILDERS FIRSTSOURCE INC · COM | 4.56% | $209.43M | 2.34M | −1.34% |
CAPITAL ONE FINL CORP · COM | 4.32% | $198.41M | 988.97K | −1.53% |
MILLROSE PPTYS INC · COM CL A | 3.95% | $181.22M | 6.03M | −29.18% |
MPLX LP COM UNIT REP LTD No company page | 3.90% | $179.16M | 3.18M | −2.24% |
FIDELITY NATL FINL INC · COM SHS | 3.54% | $162.55M | 3.45M | −1.58% |
D R HORTON INC · COM | 2.43% | $111.49M | 684.48K | −1.31% |
F&G ANNUITIES & LIFE INC · COMMON STOCK | 1.44% | $66.01M | 2.48M | −53.63% |
ANTERO MIDSTREAM CORP · COM | 0.90% | $41.49M | 1.82M | −0.88% |
ALPHABET INC · CAP STK CL A | 0.16% | $7.24M | 20.26K | Unchanged |
HCA HEALTHCARE INC · COM | 0.04% | $1.88M | 4.83K | +262.57% |
JPMORGAN CHASE & CO · COM | 0.04% | $1.85M | 5.64K | Unchanged |
SUNBELT RENTALS HOLDINGS INC · SHS | 0.04% | $1.78M | 23.76K | Unchanged |
MICROSOFT CORP · COM | 0.03% | $1.59M | 4.28K | +111.11% |
ALPHABET INC · CAP STK CL C | 0.03% | $1.34M | 3.79K | Unchanged |
BANK OF AMER CORP · COM | 0.02% | $828.03K | 14.53K | Unchanged |
COMCAST CORP NEW · CL A | 0.02% | $763.36K | 31.09K | Unchanged |
APPLIED MATLS INC · COM | 0.02% | $694.80K | 961.00 | Unchanged |
AMAZON COM INC · COM | 0.01% | $631.60K | 2.65K | +89.29% |
MASTERCARD INCORPORATED · CL A | 0.01% | $601.94K | 1.17K | +177.73% |
S&P GLOBAL INC · COM | 0.01% | $570.57K | 1.40K | New |
NU HLDGS LTD · ORD SHS CL A | 0.01% | $534.40K | 40.00K | New |
MARRIOTT INTL INC NEW · CL A | 0.01% | $442.48K | 1.19K | Unchanged |
PROGRESSIVE CORP · COM | 0.01% | $390.81K | 1.79K | Unchanged |
TEXAS INSTRS INC · COM | 0.01% | $301.05K | 1.01K | New |
ENERGY TRANSFER L P COM UT LTD PTN No company page | 0.01% | $286.80K | 15.00K | Unchanged |
ANALOG DEVICES INC · COM | 0.01% | $243.07K | 612.00 | New |
MOODYS CORP · COM | 0.00% | $213.32K | 471.00 | Unchanged |
VISA INC · COM CL A | 0.00% | $212.03K | 618.00 | New |
META PLATFORMS INC · CL A | 0.00% | $210.11K | 373.00 | Unchanged |
UNITEDHEALTH GROUP INC · COM | 0.00% | $207.40K | 499.00 | New |