Glenn Greenberg

Net selling

Brave Warrior Advisors, LLC — managed by Glenn Greenberg; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR

Portfolio value$4.04B（−5%）

Holdings36（+3）

Reporting quarterQ1 2026

Top holdingTd Synnex Corporation

Portfolio overview

Brave Warrior Advisors, LLC's most recent 13F filing, for the quarter ended 2026-03-31, reports 36 positions worth $4.04B. The top 5 holdings represent 47% of that value, a moderately concentrated portfolio.

The single largest position is Td Synnex Corporation at 12.8% of the portfolio, followed by Onemain Hldgs Inc at 10.2% and Icon Plc at 8.2%.

Against the prior quarter, Glenn Greenberg opened 6 new positions, exited 3, added to 5, and trimmed 16. The largest new buy was Icon Plc. The most notable sale was the full exit from Us Bancorp.

Across all 8 quarters on file, Td Synnex Corporation has appeared in every filing, as has Onemain Hldgs Inc. Td Synnex Corporation currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

High-conviction

Slm CorpSLMAdding · 5q

Added for 5 straight quarters.

Icon PlcICLRBig new buy

Big new buy last quarter — 8.2% of the book.

Primerica IncPRIBig new buy

Big add last quarter — 5.5% of the book.

Strike-zone picks

As of 2026-07-02, 1 of Glenn Greenberg's tracked holdings trade below our conservative value band (strike zone).

Open any to see the stock's valuation →

CMCSAComcast Corp$48–$84/sh−51%

Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.

Next · is it cheap

Glenn Greenberg holds 1 position now in the strike zone.

See the full strike-zone list

Holdings

Security	Value	Valuation	Holders	Shares	Weight (prev→now)
Td Synnex CorporationSNX	$515.2M	Above value	3	3,053,644	11.1% → 12.8% ▼
Onemain Hldgs IncOMF	$412.0M	Within band	5	7,703,307	12.2% → 10.2% ▼
Icon PlcICLR	$331.6M	—	7	2,996,811	New · 8.2%
Elevance Health IncELV	$328.6M	Above value	11	1,122,308	10.3% → 8.1% ▼
Autonation IncAN	$302.2M	Within band	2	1,547,728	7.5% → 7.5% ▼
Slm CorpSLM	$290.8M	Below value· unconf.	4	13,584,368	8.1% → 7.2% ▲
Millrose Pptys IncMRP	$238.4M	—	2	8,515,897	6.0% → 5.9% ▼
Primerica IncPRI	$220.3M	Above value	2	879,323	4.7% → 5.5% ▲
Lennar CorpLEN	$209.3M	Within band	4	2,410,050	5.8% → 5.2% ▼
Builders Firstsource IncBLDR	$195.3M	Above value	5	2,372,292	5.7% → 4.8% ▼
Mplx LpMPLX	$185.7M	—	2	3,253,524	5.6% → 4.6% ▼
Capital One Finl CorpCOF	$183.2M	Above value	15	1,004,304	5.7% → 4.5% ▼
Ryanair Holdings PlcRYAAY	$175.7M	—	4	3,039,376	5.2% → 4.3% ▼
Fidelity Natl Finl IncFNF	$162.4M	Above value	2	3,502,213	4.5% → 4.0% ▼
F&G Annuities & Life IncFG	$135.5M	Above value	2	5,353,141	3.9% → 3.4% ▼
D R Horton IncDHI	$95.2M	Above value	3	693,561	2.4% → 2.4% ▼
Antero Midstream CorpAM	$41.9M	Above value	3	1,839,879	0.8% → 1.0% ▼
Alphabet IncGOOGL	$5.8M	Above value	34	20,258	0.1% → 0.1%
Jpmorgan Chase & CoJPM	$1.7M	Above value	13	5,643	0.0% → 0.0%
Sunbelt Rentals Holdings IncSUNB	$1.5M	Above value	9	23,762	New · 0.0%
Alphabet IncGOOG	$1.1M	Above value	31	3,790	0.0% → 0.0%
Comcast CorpCMCSA	$892,709	Strike zone· unconf.	12	31,094	0.0% → 0.0%
Microsoft CorpMSFT	$749,594	Above value	32	2,025	0.0% → 0.0% ▲
Bank America CorpBAC	$708,435	Above value	16	14,532	0.0% → 0.0% ▼
Hca Healthcare IncHCA	$630,829	Above value	6	1,333	0.0% → 0.0% ▼

Td Synnex CorporationSNX
Value$515.2MValuationAbove valueHolders3Weight (prev→now)11.1% → 12.8% ▼
Onemain Hldgs IncOMF
Value$412.0MValuationWithin bandHolders5Weight (prev→now)12.2% → 10.2% ▼
Icon PlcICLR
Value$331.6MValuation—Holders7Weight (prev→now)New · 8.2%
Elevance Health IncELV
Value$328.6MValuationAbove valueHolders11Weight (prev→now)10.3% → 8.1% ▼
Autonation IncAN
Value$302.2MValuationWithin bandHolders2Weight (prev→now)7.5% → 7.5% ▼
Slm CorpSLM
Value$290.8MValuationBelow value· unconf.Holders4Weight (prev→now)8.1% → 7.2% ▲
Millrose Pptys IncMRP
Value$238.4MValuation—Holders2Weight (prev→now)6.0% → 5.9% ▼
Primerica IncPRI
Value$220.3MValuationAbove valueHolders2Weight (prev→now)4.7% → 5.5% ▲
Lennar CorpLEN
Value$209.3MValuationWithin bandHolders4Weight (prev→now)5.8% → 5.2% ▼
Builders Firstsource IncBLDR
Value$195.3MValuationAbove valueHolders5Weight (prev→now)5.7% → 4.8% ▼
Mplx LpMPLX
Value$185.7MValuation—Holders2Weight (prev→now)5.6% → 4.6% ▼
Capital One Finl CorpCOF
Value$183.2MValuationAbove valueHolders15Weight (prev→now)5.7% → 4.5% ▼
Ryanair Holdings PlcRYAAY
Value$175.7MValuation—Holders4Weight (prev→now)5.2% → 4.3% ▼
Fidelity Natl Finl IncFNF
Value$162.4MValuationAbove valueHolders2Weight (prev→now)4.5% → 4.0% ▼
F&G Annuities & Life IncFG
Value$135.5MValuationAbove valueHolders2Weight (prev→now)3.9% → 3.4% ▼
D R Horton IncDHI
Value$95.2MValuationAbove valueHolders3Weight (prev→now)2.4% → 2.4% ▼
Antero Midstream CorpAM
Value$41.9MValuationAbove valueHolders3Weight (prev→now)0.8% → 1.0% ▼
Alphabet IncGOOGL
Value$5.8MValuationAbove valueHolders34Weight (prev→now)0.1% → 0.1%
Jpmorgan Chase & CoJPM
Value$1.7MValuationAbove valueHolders13Weight (prev→now)0.0% → 0.0%
Sunbelt Rentals Holdings IncSUNB
Value$1.5MValuationAbove valueHolders9Weight (prev→now)New · 0.0%
Alphabet IncGOOG
Value$1.1MValuationAbove valueHolders31Weight (prev→now)0.0% → 0.0%
Comcast CorpCMCSA
Value$892,709ValuationStrike zone· unconf.Holders12Weight (prev→now)0.0% → 0.0%
Microsoft CorpMSFT
Value$749,594ValuationAbove valueHolders32Weight (prev→now)0.0% → 0.0% ▲
Bank America CorpBAC
Value$708,435ValuationAbove valueHolders16Weight (prev→now)0.0% → 0.0% ▼
Hca Healthcare IncHCA
Value$630,829ValuationAbove valueHolders6Weight (prev→now)0.0% → 0.0% ▼

Showing top 25 of 36 positions

Exited this quarter (3)Us Bancorp、Visa Inc、S&P Global Inc

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15

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