Glenn Greenberg — Brave Warrior AdvisorsSuperinvestor
About Glenn Greenberg — Brave Warrior Advisors’s 13F portfolio
Glenn Greenberg — Brave Warrior Advisors is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Glenn Greenberg — Brave Warrior Advisors reported $4.6B across 40 US-listed positions (). Its largest position is ICON PUB LTD CO (ICLR) at 12% of the reported book, and its ten biggest holdings make up 74% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  NASDAQ: ICLR ICON PUB LTD CO | $168.93 +0.01% | 12% | 3.2M | $547.8M |
| 2 |  NYSE: OMF ONEMAIN HLDGS INC | $63.13 −0.16% | 10% | 7.6M | $462.5M |
| 3 |  NYSE: SNX TD SYNNEX CORPORATION | $255.17 +1.50% | 8.4% | 1.4M | $385.4M |
| 4 |  NYSE: ELV ELEVANCE HEALTH INC FORMERLY | $402.54 +0.92% | 8.2% | 977K | $377.8M |
| 5 |  NASDAQ: SLM SLM CORP | $26.78 +1.17% | 7.6% | 13.4M | $347.1M |
| 6 |  NYSE: AJG GALLAGHER ARTHUR J & CO | $265.03 −1.30% | 6.4% | 1.3M | $295.0M |
| 7 |  NYSE: AN AUTONATION INC | $196.57 −0.12% | 6.2% | 1.5M | $283.2M |
| 8 |  NASDAQ: RYAAY RYANAIR HOLDINGS PLC | $56.69 −1.03% | 5.6% | 4.0M | $256.3M |
| 9 |  NYSE: PRI PRIMERICA INC | $301.09 +1.13% | 5.4% | 866K | $246.1M |
| 10 |  NYSE: LEN LENNAR CORP | $87.15 −0.60% | 4.7% | 2.4M | $214.7M |
| 11 |  NYSE: BLDR BUILDERS FIRSTSOURCE INC | $68.67 −0.99% | 4.6% | 2.3M | $209.4M |
| 12 |  NYSE: COF CAPITAL ONE FINL CORP | $217.21 +0.45% | 4.3% | 989K | $198.4M |
| 13 |  NYSE: MRP MILLROSE PPTYS INC | $30.67 −0.94% | 3.9% | 6.0M | $181.2M |
| 14 |  NYSE: MPLX MPLX LP | $59.32 +1.64% | 3.9% | 3.2M | $179.2M |
| 15 |  NYSE: FNF FIDELITY NATL FINL INC | $47.48 +0.21% | 3.5% | 3.4M | $162.6M |
| 16 |  NYSE: DHI D R HORTON INC | $149.25 −1.03% | 2.4% | 684K | $111.5M |
| 17 |  NYSE: FG F&G ANNUITIES & LIFE INC | $23.44 +1.74% | 1.4% | 2.5M | $66.0M |
| 18 |  NYSE: AM ANTERO MIDSTREAM CORP | $22.59 +3.10% | 0.9% | 1.8M | $41.5M |
| 19 |  NASDAQ: GOOGL ALPHABET INC | $342.00 −1.43% | 0.2% | 20K | $7.2M |
| 20 |  NYSE: HCA HCA HEALTHCARE INC | $427.16 −0.37% | 0.0% | 5K | $1.9M |
| 21 |  NYSE: JPM JPMORGAN CHASE & CO | $356.50 −0.05% | 0.0% | 6K | $1.8M |
| 22 |  NYSE: SUNB SUNBELT RENTALS HOLDINGS INC | — — | 0.0% | 24K | $1.8M |
| 23 |  NASDAQ: MSFT MICROSOFT CORP | $496.37 +0.95% | 0.0% | 4K | $1.6M |
| 24 |  NASDAQ: GOOG ALPHABET INC | $339.10 −1.23% | 0.0% | 4K | $1.3M |
| 25 |  NYSE: BAC BANK OF AMER CORP | $62.23 −0.32% | 0.0% | 15K | $828K |
Showing 1–25 of 40 positions on this page reported in this 13F.
- Financial Services39%
- Healthcare20%
- Consumer Cyclical13%
- Industrials10%
- Technology8.5%
- Energy4.8%
- Real Estate3.9%
- Communication Services0.2%
- AddedICLRICON PUB LTD CO+5.2%$547.8M
- NewAJGGALLAGHER ARTHUR J & CO—$295.0M
- AddedRYAAYRYANAIR HOLDINGS PLC+30.2%$256.3M
- AddedHCAHCA HEALTHCARE INC+263%$1.9M
- AddedMSFTMICROSOFT CORP+111%$1.6M
- AddedAMZNAMAZON COM INC+89.3%$632K
- AddedMAMASTERCARD INCORPORATED+178%$602K
- NewSPGIS&P GLOBAL INC—$571K
- NewNUNU HLDGS LTD—$534K
- NewTXNTEXAS INSTRS INC—$301K
- ReducedOMFONEMAIN HLDGS INC−1.5%$462.5M
- ReducedSNXTD SYNNEX CORPORATION−52.8%$385.4M
- ReducedELVELEVANCE HEALTH INC FORMERLY−13.0%$377.8M
- ReducedSLMSLM CORP−1.5%$347.1M
- ReducedANAUTONATION INC−1.5%$283.2M
- ReducedPRIPRIMERICA INC−1.5%$246.1M
- ReducedLENLENNAR CORP−1.5%$214.7M
- ReducedBLDRBUILDERS FIRSTSOURCE INC−1.3%$209.4M
- ReducedCOFCAPITAL ONE FINL CORP−1.5%$198.4M
- ReducedMRPMILLROSE PPTYS INC−29.2%$181.2M
Reading Glenn Greenberg — Brave Warrior Advisors’s 13F portfolio
Glenn Greenberg — Brave Warrior Advisors’s $4.6B 13F book is spread across 40 reported positions and is highly concentrated — its ten largest positions alone are 74% of the portfolio. A book this concentrated means a small group of names drives most of its performance. Its five largest positions are ICLR, OMF, SNX, ELV and SLM, led by ICON PUB LTD CO (ICLR) at 12% of the portfolio. The heaviest sector exposure is Financial Services (39%), then Healthcare (20%).
What Glenn Greenberg — Brave Warrior Advisors changed last quarter
Between 2026-03-31 and Q2 2026, Glenn Greenberg — Brave Warrior Advisors was a net seller: it opened 7 new positions and added to 6 more, while trimming 15 and closing 3 outright. Against a 40-name book, that is high turnover, pointing to an active reshuffle of the book. Its largest new or increased position was ICON PUB LTD CO (ICLR), and its biggest reduction was ONEMAIN HLDGS INC (OMF).
What a 13F does and doesn’t reveal
A 13F captures only Glenn Greenberg — Brave Warrior Advisors’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Glenn Greenberg — Brave Warrior Advisors is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Glenn Greenberg — Brave Warrior Advisors's profile on this page is built directly from those filings.
How current is the 13F data on Glenn Greenberg — Brave Warrior Advisors's page?
It reflects Glenn Greenberg — Brave Warrior Advisors's most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Glenn Greenberg — Brave Warrior Advisors files its next quarterly report, this page refreshes automatically.
Can I see Glenn Greenberg — Brave Warrior Advisors's complete list of holdings?
This page highlights Glenn Greenberg — Brave Warrior Advisors's largest positions rather than all 40 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Glenn Greenberg — Brave Warrior Advisors's filings.
Does a 13F show everything Glenn Greenberg — Brave Warrior Advisors owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Glenn Greenberg — Brave Warrior Advisors's book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Glenn Greenberg — Brave Warrior Advisors made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.