Glenn Greenberg

Brave Warrior Advisors

Glenn Greenberg is the founder and 13F manager of Brave Warrior Advisors, a firm known for its strategic investment approach. The firm has made notable disclosures through SEC filings, with a focus on sectors such as Financial Services and Healthcare. Recent activity includes a significant position in ICON plc - Ordinary Shares (ICLR) and multiple trades in OneMain Holdings Inc (OMF) and Elevance Health, Inc. Common Stock (ELV). With a trading record covering from August 14, 2024, to May 15, 2026, Brave Warrior Advisors has executed 280 disclosures, showing a pattern of position increases and reductions across a diverse portfolio valued between $331.6M and $328.6M.

Latest Trades

CompanyValueActionChangePriceLast Price
ICON plc - Ordinary SharesICLR$332M3M sharesOtherQ1 2026 13F$332M$95.34$172.08
OneMain Holdings IncOMF$412M7.7M sharesTrimQ1 2026 13F$111M$59.34$60.58
Elevance Health, Inc. Common StockELV$329M1.1M sharesTrimQ1 2026 13F$110M$328.66$384.48
Capital One Financial CorporationCOF$183M1M sharesTrimQ1 2026 13F$61M$209.18$208.89
SLM CorpSLM$291M13.6M sharesTrimQ1 2026 13F$56M$23.64$25.34
MPLX LP Common Units Representing Limited Partner InterestsMPLX$186M3.3M sharesTrimQ1 2026 13F$53M$57.95$57.31
Builders FirstSource IncBLDR$195M2.4M sharesTrimQ1 2026 13F$49M$106.79$73.10
Ryanair Holdings plcRYAAY$176M3M sharesTrimQ1 2026 13F$45M$66.01$59.18
TD SYNNEX CORPSNX$515M3.1M sharesAddQ1 2026 13F$40M$157.54$250.08
Lennar CorporationLEN$209M2.4M sharesTrimQ1 2026 13F$39M$108.07$85.29
F&G Annuities & Life, Inc.FG$136M5.4M sharesTrimQ1 2026 13F$30M$26.06$31.11
Fidelity National FinancialFNF$162M3.5M sharesTrimQ1 2026 13F$30M$51.92$50.13
Primerica IncPRI$220M879.3k sharesAddQ1 2026 13F$19M$257.90$310.29
Millrose Properties, Inc. Class A Common StockMRP$238M8.5M sharesTrimQ1 2026 13F$18M$28.00$28.75
AutoNation IncAN$302M1.5M sharesTrimQ1 2026 13F$18M$201.96$203.54
Antero Midstream CorporationAM$42M1.8M sharesAddQ1 2026 13F$9M$22.80$22.85
D.R. Horton IncDHI$95M693.6k sharesTrimQ1 2026 13F$6M$150.14$151.55
Sunbelt Rentals Holdings IncSUNB$2M23.8k sharesOtherQ1 2026 13F$2M$65.09$72.99
HCA Healthcare IncHCA$631k1.3k sharesTrimQ1 2026 13F$1M$503.40$370.37
U.S. BancorpUSB$-800.4KExitQ1 2026 13F$800k$54.26$63.25
Bank of America CorpBAC$708k14.5k sharesTrimQ1 2026 13F$751k$51.60$61.59
Ares Management CorpARES$546k5k sharesOtherQ1 2026 13F$546k$132.68$120.60
Alphabet IncGOOGL$6M20.3k sharesTrimQ1 2026 13F$515k$314.21$370.92
Apollo Global Management, Inc.APO$501k4.5k sharesOtherQ1 2026 13F$501k$123.95$123.45
Microsoft CorpMSFT$750k2k sharesAddQ1 2026 13F$496k$418.44$395.63
First American Financial CorporationFAF$301k5k sharesOtherQ1 2026 13F$301k$64.00$70.24
Energy Transfer LPET$290k15k sharesOtherQ1 2026 13F$290k$18.31$20.37
Visa IncV$-216.7KExitQ1 2026 13F$217k$321.55$365.14
S&P Global IncSPGI$-209.6KExitQ1 2026 13F$210k$427.37$445.09
JPMorgan Chase & Co.JPM$2M5.6k sharesTrimQ1 2026 13F$158k$303.48$346.91
Alphabet Inc.GOOG$1M3.8k sharesTrimQ1 2026 13F$102k$314.16$370.21
Applied Materials, Inc. - Common StockAMAT$328k961 sharesAddQ1 2026 13F$81k$336.38$525.70
The Progressive CorporationPGR$355k1.8k sharesTrimQ1 2026 13F$43k$206.39$226.58
Comcast CorporationCMCSA$893k31.1k sharesTrimQ1 2026 13F$37k$29.89$23.88
Moody's CorporationMCO$205k471 sharesTrimQ1 2026 13F$35k$473.05$519.02
Amazon.com IncAMZN$292k1.4k sharesTrimQ1 2026 13F$32k$220.17$254.96
Mastercard IncMA$211k422 sharesTrimQ1 2026 13F$30k$526.66$551.54
Marriott International, Inc.MAR$391k1.2k sharesAddQ1 2026 13F$20k$334.77$366.73
Meta Platforms, Inc.META$213k373 sharesTrimQ1 2026 13F$9.7k$640.86$681.31