Glenn Greenberg

Net selling

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

Data as of 2026-06-30 (filed 2026-08-14) · Source: SEC EDGAR

Portfolio value$4.59B (+14%)

Holdings40 (+4)

Top holdingIcon Pub Ltd Co

Below band0

New

Added

Exited

By what price implies: 12 demand a demanding growth rate, 11 modest.

13F · concentration

Lonely conviction

Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-06-30):

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Icon Pub Ltd CoICLR	$547.8M	—	6	3,153,308	11.9%	Big new
Onemain Hldgs IncOMF	$462.5M	—	5	7,585,152	10.1%	Core 8q
Td Synnex CorporationSNX	$385.4M	—	4	1,441,630	8.4%	Core 8q
Elevance Health IncELV	$377.8M	—	13	976,885	8.2%	Core 8q
Slm CorpSLM	$347.1M	Below value· unconf.	5	13,381,145	7.6%	Core 6q
Gallagher Arthur J & CoAJG	$295.0M	—	5	1,285,022	6.4%	Big new
Autonation IncAN	$283.2M	Below value· unconf.	3	1,524,124	6.2%	—
Ryanair Holdings PlcRYAAY	$256.3M	—	5	3,958,684	5.6%	Big new
Primerica IncPRI	$246.1M	—	2	865,863	5.4%	—
Lennar CorpLEN	$214.7M	—	7	2,373,177	4.7%	—
Builders Firstsource IncBLDR	$209.4M	—	8	2,340,571	4.6%	—
Capital One Finl CorpCOF	$198.4M	—	19	988,973	4.3%	—
Millrose Pptys IncMRP	$181.2M	—	2	6,030,725	3.9%	—
Mplx LpMPLX	$179.2M	—	2	3,180,534	3.9%	—
Fidelity Natl Finl IncFNF	$162.6M	—	2	3,446,864	3.5%	—
D R Horton IncDHI	$111.5M	—	6	684,478	2.4%	—
F&G Annuities & Life IncFG	$66.0M	Below value· unconf.	1	2,482,417	1.4%	—
Antero Midstream CorpAM	$41.5M	—	3	1,823,631	0.9%	—
Alphabet IncGOOGL	$7.2M	—	41	20,258	0.2%	—
Hca Healthcare IncHCA	$1.9M	—	5	4,833	0.0%	—
Jpmorgan Chase & CoJPM	$1.8M	—	18	5,643	0.0%	No trim 8q
Sunbelt Rentals Holdings IncSUNB	$1.8M	—	11	23,762	0.0%	—
Microsoft CorpMSFT	$1.6M	—	43	4,275	0.0%	—
Alphabet IncGOOG	$1.3M	—	37	3,790	0.0%	No trim 8q
Bank Of Amer CorpBAC	$828,033	—	19	14,532	0.0%	—

Icon Pub Ltd CoICLRBig new
Value$547.8MValuation—Holders6Weight11.9%
Onemain Hldgs IncOMFCore 8q
Value$462.5MValuation—Holders5Weight10.1%
Td Synnex CorporationSNXCore 8q
Value$385.4MValuation—Holders4Weight8.4%
Elevance Health IncELVCore 8q
Value$377.8MValuation—Holders13Weight8.2%
Slm CorpSLMCore 6q
Value$347.1MValuationBelow value· unconf.Holders5Weight7.6%
Gallagher Arthur J & CoAJGBig new
Value$295.0MValuation—Holders5Weight6.4%
Autonation IncAN—
Value$283.2MValuationBelow value· unconf.Holders3Weight6.2%
Ryanair Holdings PlcRYAAYBig new
Value$256.3MValuation—Holders5Weight5.6%
Primerica IncPRI—
Value$246.1MValuation—Holders2Weight5.4%
Lennar CorpLEN—
Value$214.7MValuation—Holders7Weight4.7%
Builders Firstsource IncBLDR—
Value$209.4MValuation—Holders8Weight4.6%
Capital One Finl CorpCOF—
Value$198.4MValuation—Holders19Weight4.3%
Millrose Pptys IncMRP—
Value$181.2MValuation—Holders2Weight3.9%
Mplx LpMPLX—
Value$179.2MValuation—Holders2Weight3.9%
Fidelity Natl Finl IncFNF—
Value$162.6MValuation—Holders2Weight3.5%
D R Horton IncDHI—
Value$111.5MValuation—Holders6Weight2.4%
F&G Annuities & Life IncFG—
Value$66.0MValuationBelow value· unconf.Holders1Weight1.4%
Antero Midstream CorpAM—
Value$41.5MValuation—Holders3Weight0.9%
Alphabet IncGOOGL—
Value$7.2MValuation—Holders41Weight0.2%
Hca Healthcare IncHCA—
Value$1.9MValuation—Holders5Weight0.0%
Jpmorgan Chase & CoJPMNo trim 8q
Value$1.8MValuation—Holders18Weight0.0%
Sunbelt Rentals Holdings IncSUNB—
Value$1.8MValuation—Holders11Weight0.0%
Microsoft CorpMSFT—
Value$1.6MValuation—Holders43Weight0.0%
Alphabet IncGOOGNo trim 8q
Value$1.3MValuation—Holders37Weight0.0%
Bank Of Amer CorpBAC—
Value$828,033Valuation—Holders19Weight0.0%

Showing top 25 of 40 positions

Exited this quarter (3)Ares Management Corporation、Apollo Global Mgmt Inc、First Amern Finl Corp

What is a superinvestor

About this investor

Portfolio overview

Brave Warrior Advisors, LLC's most recent 13F filing, for the quarter ended 2026-06-30, reports 40 positions worth $4.59B. The top 5 holdings represent 46% of that value, a moderately concentrated portfolio.

The single largest position is Icon Pub Ltd Co at 11.9% of the portfolio, followed by Onemain Hldgs Inc at 10.1% and Td Synnex Corporation at 8.4%.

Against the prior quarter, Glenn Greenberg opened 7 new positions, exited 3, added to 6, and trimmed 15. The largest new buy was Gallagher Arthur J & Co. The most notable sale was the full exit from Ares Management Corporation.

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

Glenn Greenberg has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

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