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 Holdings

HoldingReported ValueWeightSharesLast PriceEst. ValueReturn
TD SYNNEX CORPSNX · Q1 2026$515M13%3.1M$250.08$764M+48.2%
OneMain Holdings IncOMF · Q1 2026$412M10%7.7M$60.58$467M+13.3%
ICON plc - Ordinary SharesICLR · Q1 2026$332M8.2%3M$172.08$516M+55.5%
Elevance Health, Inc. Common StockELV · Q1 2026$329M8.1%1.1M$384.48$431M+31.3%
AutoNation IncAN · Q1 2026$302M7.5%1.5M$203.54$315M+4.24%
SLM CorpSLM · Q1 2026$291M7.2%13.6M$25.34$344M+18.4%
Millrose Properties, Inc. Class A Common StockMRP · Q1 2026$238M5.9%8.5M$28.75$245M+2.68%
Primerica IncPRI · Q1 2026$220M5.5%879.3k$310.29$273M+23.9%
Lennar CorporationLEN · Q1 2026$209M5.2%2.4M$82.15$198M-5.4%
Builders FirstSource IncBLDR · Q1 2026$195M4.8%2.4M$73.10$173M-11.2%
MPLX LP Common Units Representing Limited Partner InterestsMPLX · Q1 2026$186M4.6%3.3M$57.31$186M+0.42%
Capital One Financial CorporationCOF · Q1 2026$183M4.5%1M$201.36$202M+10.4%
Ryanair Holdings plcRYAAY · Q1 2026$176M4.3%3M$59.18$180M+2.39%
Fidelity National FinancialFNF · Q1 2026$162M4%3.5M$50.20$176M+8.24%
F&G Annuities & Life, Inc.FG · Q1 2026$136M3.4%5.4M$31.11$167M+22.9%
D.R. Horton IncDHI · Q1 2026$95M2.4%693.6k$142.52$99M+3.86%
Antero Midstream CorporationAM · Q1 2026$42M1%1.8M$22.85$42M+0.22%
Alphabet IncGOOGL · Q1 2026$6M0.1%20.3k$342.09$7M+19%
JPMorgan Chase & Co.JPM · Q1 2026$2M0%5.6k$348.21$2M+18.4%
Sunbelt Rentals Holdings IncSUNB · Q1 2026$2M0%23.8k$72.99$2M+12.1%
Alphabet Inc.GOOG · Q1 2026$1M0%3.8k$341.91$1M+19.2%
Comcast CorporationCMCSA · Q1 2026$893k0%31.1k$23.88$742k-16.8%
Microsoft CorpMSFT · Q1 2026$750k0%2k$390.34$790k+5.45%
Bank of America CorpBAC · Q1 2026$708k0%14.5k$61.62$895k+26.4%
HCA Healthcare IncHCA · Q1 2026$631k0%1.3k$370.37$494k-21.7%
Ares Management CorpARES · Q1 2026$546k0%5k$120.60$603k+10.5%
Apollo Global Management, Inc.APO · Q1 2026$501k0%4.5k$118.40$533k+6.26%
Marriott International, Inc.MAR · Q1 2026$391k0%1.2k$366.73$438k+12.1%
The Progressive CorporationPGR · Q1 2026$355k0%1.8k$205.90$368k+3.86%
Applied Materials, Inc. - Common StockAMAT · Q1 2026$328k0%961$525.70$505k+53.8%
First American Financial CorporationFAF · Q1 2026$301k0%5k$71.65$358k+18.8%
Amazon.com IncAMZN · Q1 2026$292k0%1.4k$244.85$343k+17.6%
Energy Transfer LPET · Q1 2026$290k0%15k$20.37$305k+5.52%
Meta Platforms, Inc.META · Q1 2026$213k0%373$627.17$234k+9.62%
Mastercard IncMA · Q1 2026$211k0%422$551.54$233k+10.4%
Moody's CorporationMCO · Q1 2026$205k0%471$519.02$244k+19%