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Q2 2026 · SEC CIK 0001553733

Glenn Greenberg portfolio

SuperinvestorWealth managerBrave Warrior Advisors, LLC filed on 2026-08-14. Open SEC filings ↗

Reported 13F value
$4.6B
Reported positions
40
Eligible equities
39
Holdings vs S&P 500, 3 years
-3.5 pts

Average holding period of the top positions: 3.6 yrs. Holdings vs the S&P 500 over 1 and 5 years: -6.8 pts, +3.5 pts.

In its Q2 2026 13F, filed 2026-08-14, Brave Warrior Advisors, LLC reported 40 positions worth $4.6B. Its largest holdings were ICON PUB LTD CO (ICLR, 11.9%), ONEMAIN HLDGS INC (OMF, 10.1%), TD SYNNEX CORPORATION (SNX, 8.4%). Over the last 3 years its top holdings ran 3.5 points a year behind the S&P 500.

Reported holdings in the Q2 2026 13F.

The portfolio weight uses the full reported share-portfolio denominator. Weight changes compare this 13F with the one before it; price moves also change weights, so these are not trade labels. “New” means the position was not in the previous 13F at all; “—” marks a small position the earlier filing data does not cover.

Glenn Greenberg eligible holdings
Stock% of reported portfolioWeight changeReported value
ICLRICON PUB LTD CO11.9%+3.73 pp$547.8M
OMFONEMAIN HLDGS INC10.1%-0.12 pp$462.5M
SNXTD SYNNEX CORPORATION8.4%-4.35 pp$385.4M
ELVELEVANCE HEALTH INC FORMERLY8.2%+0.10 pp$377.8M
SLMSLM CORP7.6%+0.37 pp$347.1M
AJGGALLAGHER ARTHUR J & CO6.4%New$295.0M
ANAUTONATION INC6.2%-1.31 pp$283.2M
RYAAYRYANAIR HOLDINGS PLC5.6%+1.24 pp$256.3M
PRIPRIMERICA INC5.4%-0.09 pp$246.1M
LENLENNAR CORP4.7%-0.50 pp$214.7M
BLDRBUILDERS FIRSTSOURCE INC4.6%-0.27 pp$209.4M
COFCAPITAL ONE FINL CORP4.3%-0.21 pp$198.4M
MRPMILLROSE PPTYS INC4.0%-1.95 pp$181.2M
FNFFIDELITY NATL FINL INC3.5%-0.48 pp$162.6M
DHID R HORTON INC2.4%+0.07 pp$111.5M
FGF&G ANNUITIES & LIFE INC1.4%-1.92 pp$66.0M
AMANTERO MIDSTREAM CORP0.9%-0.13 pp$41.5M
GOOGLALPHABET INC0.2%+0.01 pp$7.2M
HCAHCA HEALTHCARE INC0.0%+0.03 pp$1.9M
JPMJPMORGAN CHASE & CO0.0%-0.00 pp$1.8M
SUNBSUNBELT RENTALS HOLDINGS INC0.0%+0.00 pp$1.8M
MSFTMICROSOFT CORP0.0%+0.02 pp$1.6M
GOOGALPHABET INC0.0%+0.00 pp$1.3M
BACBANK OF AMER CORP0.0%+0.00 pp$828K
CMCSACOMCAST CORP NEW0.0%-0.00 pp$763K
AMATAPPLIED MATLS INC0.0%+0.01 pp$695K
AMZNAMAZON COM INC0.0%+0.01 pp$632K
MAMASTERCARD INCORPORATED0.0%+0.01 pp$602K
SPGIS&P GLOBAL INC0.0%New$571K
NUNU HLDGS LTD0.0%New$534K
MARMARRIOTT INTL INC NEW0.0%+0.00 pp$442K
PGRPROGRESSIVE CORP0.0%+0.00 pp$391K
TXNTEXAS INSTRS INC0.0%New$301K
ETENERGY TRANSFER L P0.0%-0.00 pp$287K
ADIANALOG DEVICES INC0.0%New$243K
MCOMOODYS CORP0.0%+0.00 pp$213K
VVISA INC0.0%New$212K
METAMETA PLATFORMS INC0.0%+0.00 pp$210K
UNHUNITEDHEALTH GROUP INC0.0%New$207K

What Glenn Greenberg bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+11.6% /yr
S&P 500 +20.1%
3 years
+15.7% /yr
S&P 500 +20.4%
5 years
+14.6% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Questions about Glenn Greenberg's portfolio

What stocks does Glenn Greenberg own?

Brave Warrior Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 40 positions worth $4.6B. The largest are Icon Plc (ICLR) at 11.9%, Onemain Hldgs Inc (OMF) at 10.1%, TD SYNNEX Corp (SNX) at 8.4%, Elevance Health Inc Formerly (ELV) at 8.2% and Slm Corp (SLM) at 7.6%.

What did Glenn Greenberg buy last quarter?

In Q2 2026, Brave Warrior Advisors, LLC added a new position in Gallagher Arthur J & Co (AJG), a new position in S&p Global Inc (SPGI), a new position in Nu Hldgs Ltd (NU), a new position in Texas Instrs Inc (TXN), a new position in Analog Devices Inc (ADI), Hca Healthcare Inc (HCA) (+262.6% shares), Mastercard Incorporated (MA) (+177.7% shares) and Microsoft Corp (MSFT) (+111.1% shares), compared with its Q1 2026 filing.

What did Glenn Greenberg sell last quarter?

In Q2 2026, Brave Warrior Advisors, LLC sold all of Ares Management Corp (ARES), sold all of Apollo Global Management Inc (APO), sold all of First American Financial (FAF), Jpmorgan chase & co (FG) (-53.6% shares), TD SYNNEX Corp (SNX) (-52.8% shares) and Millrose Pptys Inc (MRP) (-29.2% shares), compared with its Q1 2026 filing.

How has Glenn Greenberg's portfolio performed?

A portfolio copying Brave Warrior Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.6% against +20.1%. Over 5 years: +14.6% a year against +11.6%.

When is Brave Warrior Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Brave Warrior Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Brave Warrior Advisors, LLC manage?

Brave Warrior Advisors, LLC reported $5.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $4.6B.