---
title: Glenn Greenberg (Brave Warrior Advisors, LLC) — 13F holdings
canonical: https://sweetvaluelab.com/investors/glenn-greenberg
cik: 0001553733
quarter: 2026-06-30
filed: 2026-08-14
---
# Glenn Greenberg — Brave Warrior Advisors, LLC

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: 40 positions worth $4.6B. Against the quarter ended Mar 31, 2026: 7 bought, 6 added to, 12 unchanged, 15 reduced, 3 sold. The top five are 46% of the portfolio, the top ten 74%; 25 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| ICLR | ICON PUB LTD CO | 3,153,308 | $547.8M | 11.9% | added (+5%) |
| OMF | ONEMAIN HLDGS INC | 7,585,152 | $462.5M | 10.1% | reduced (-2%) |
| SNX | TD SYNNEX CORPORATION | 1,441,630 | $385.4M | 8.4% | reduced (-53%) |
| ELV | ELEVANCE HEALTH INC FORMERLY | 976,885 | $377.8M | 8.2% | reduced (-13%) |
| SLM | SLM CORP | 13,381,145 | $347.1M | 7.6% | reduced (-1%) |
| AJG | GALLAGHER ARTHUR J & CO | 1,285,022 | $295.0M | 6.4% | bought |
| AN | AUTONATION INC | 1,524,124 | $283.2M | 6.2% | reduced (-2%) |
| RYAAY | RYANAIR HOLDINGS PLC | 3,958,684 | $256.3M | 5.6% | added (+30%) |
| PRI | PRIMERICA INC | 865,863 | $246.1M | 5.4% | reduced (-2%) |
| LEN | LENNAR CORP | 2,373,177 | $214.7M | 4.7% | reduced (-2%) |
| BLDR | BUILDERS FIRSTSOURCE INC | 2,340,571 | $209.4M | 4.6% | reduced (-1%) |
| COF | CAPITAL ONE FINL CORP | 988,973 | $198.4M | 4.3% | reduced (-2%) |
| MRP | MILLROSE PPTYS INC | 6,030,725 | $181.2M | 3.9% | reduced (-29%) |
| MPLX | MPLX LP | 3,180,534 | $179.2M | 3.9% | reduced (-2%) |
| FNF | FIDELITY NATL FINL INC | 3,446,864 | $162.6M | 3.5% | reduced (-2%) |
| DHI | D R HORTON INC | 684,478 | $111.5M | 2.4% | reduced (-1%) |
| FG | F&G ANNUITIES & LIFE INC | 2,482,417 | $66.0M | 1.4% | reduced (-54%) |
| AM | ANTERO MIDSTREAM CORP | 1,823,631 | $41.5M | 0.9% | reduced (-1%) |
| GOOGL | ALPHABET INC | 20,258 | $7.2M | 0.2% | held (0%) |
| HCA | HCA HEALTHCARE INC | 4,833 | $1.9M | 0.0% | added (+263%) |
| JPM | JPMORGAN CHASE & CO | 5,643 | $1.8M | 0.0% | held (0%) |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 23,762 | $1.8M | 0.0% | held (0%) |
| MSFT | MICROSOFT CORP | 4,275 | $1.6M | 0.0% | added (+111%) |
| GOOG | ALPHABET INC | 3,790 | $1.3M | 0.0% | held (0%) |
| BAC | BANK OF AMER CORP | 14,532 | $828,033 | 0.0% | held (0%) |
| CMCSA | COMCAST CORP NEW | 31,094 | $763,358 | 0.0% | held (0%) |
| AMAT | APPLIED MATLS INC | 961 | $694,803 | 0.0% | held (0%) |
| AMZN | AMAZON COM INC | 2,650 | $631,601 | 0.0% | added (+89%) |
| MA | MASTERCARD INCORPORATED | 1,172 | $601,939 | 0.0% | added (+178%) |
| SPGI | S&P GLOBAL INC | 1,401 | $570,571 | 0.0% | bought |
| NU | NU HLDGS LTD | 40,000 | $534,400 | 0.0% | bought |
| MAR | MARRIOTT INTL INC NEW | 1,194 | $442,484 | 0.0% | held (0%) |
| PGR | PROGRESSIVE CORP | 1,789 | $390,807 | 0.0% | held (0%) |
| TXN | TEXAS INSTRS INC | 1,010 | $301,051 | 0.0% | bought |
| ET | ENERGY TRANSFER L P | 15,000 | $286,800 | 0.0% | held (0%) |
| ADI | ANALOG DEVICES INC | 612 | $243,068 | 0.0% | bought |
| MCO | MOODYS CORP | 471 | $213,325 | 0.0% | held (0%) |
| V | VISA INC | 618 | $212,030 | 0.0% | bought |
| META | META PLATFORMS INC | 373 | $210,107 | 0.0% | held (0%) |
| UNH | UNITEDHEALTH GROUP INC | 499 | $207,399 | 0.0% | bought |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| SNX | TD SYNNEX CORPORATION | 1,441,630 | 3,053,644 | reduced (-53%) | −$431.0M | $385.4M |
| AJG | GALLAGHER ARTHUR J & CO | 1,285,022 | 0 | bought | +$295.0M | $295.0M |
| FG | F&G ANNUITIES & LIFE INC | 2,482,417 | 5,353,141 | reduced (-54%) | −$76.3M | $66.0M |
| MRP | MILLROSE PPTYS INC | 6,030,725 | 8,515,897 | reduced (-29%) | −$74.7M | $181.2M |
| RYAAY | RYANAIR HOLDINGS PLC | 3,958,684 | 3,039,376 | added (+30%) | +$59.5M | $256.3M |
| ELV | ELEVANCE HEALTH INC FORMERLY | 976,885 | 1,122,308 | reduced (-13%) | −$56.2M | $377.8M |
| ICLR | ICON PUB LTD CO | 3,153,308 | 2,996,811 | added (+5%) | +$27.2M | $547.8M |

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Source: https://sweetvaluelab.com/investors/glenn-greenberg (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.