Glenn Greenberg
Glenn Greenberg's Brave Warrior Advisors holds 36 U.S.-equity positions worth $4.0B (SEC 13F, Q1 2026). Top positions: TD SYNNEX Corporation 12.8%, OneMain Holdings, Inc. 10.2%, Icon Plc 8.2%. 13F-replication return is +26% over 3 years (-53 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| SNX TD SYNNEX Corporation | 12.8% | 3.1M | $515M | ▼ 3.5% (−110K) | $114.33 | $260.24 (+128%) | 2026-03-31 |
| OMF OneMain Holdings, Inc. | 10.2% | 7.7M | $412M | — | $41.70 | $55.12 (+32%) | 2026-03-31 |
| ICLR Icon Plc | 8.2% | 3.0M | $332M | NEW (+3.0M) | $110.75 | $168.46 (+52%) | 2026-03-31 |
| ELV Elevance Health, Inc. | 8.1% | 1.1M | $329M | ▼ 10% (−129K) | $402.71 | $387.11 (−4%) | 2026-03-31 |
| AN AutoNation, Inc. | 7.5% | 1.5M | $302M | — | $175.34 | $157.31 (−10%) | 2026-03-31 |
| SLM SLM Corporation | 7.2% | 13.6M | $291M | ▲ 5.9% (+752K) | $28.86 | $22.58 (−22%) | 2026-03-31 |
| MRP Millrose Properties, Inc. | 5.9% | 8.5M | $238M | ▼ 1.0% (−84K) | $27.77 | $25.72 (−7%) | 2026-03-31 |
| PRI PRIMERICA, INC. | 5.5% | 879K | $220M | ▲ 13% (+99K) | $183.72 | $274.01 (+49%) | 2026-03-31 |
| LEN Lennar Corporation Class A | 5.2% | 2.4M | $209M | — | $131.11 | $80.36 (−39%) | 2026-03-31 |
| BLDR Builders FirstSource, Inc. | 4.8% | 2.4M | $195M | — | $117.62 | $56.65 (−52%) | 2026-03-31 |
| MPLX MPLX LP | 4.6% | 3.3M | $186M | ▼ 27% (−1.2M) | $42.31 | $55.95 (+32%) | 2026-03-31 |
| COF Capital One Financial | 4.5% | 1.0M | $183M | — | $203.03 | $192.54 (−5%) | 2026-03-31 |
| RYAAY Ryanair Holdings Plc | 4.3% | 3.0M | $176M | ▼ 0.6% (−17K) | $45.09 | $54.60 (+21%) | 2026-03-31 |
| FNF Fidelity National Financial, Inc. | 4.0% | 3.5M | $162M | — | $35.38 | $39.13 (+11%) | 2026-03-31 |
| FG F&G Annuities & Life, Inc. | 3.4% | 5.4M | $136M | — | $18.49 | $21.60 (+17%) | 2026-03-31 |
| DHI D.R. Horton Inc. | 2.4% | 694K | $95M | ▼ 1.2% (−8K) | $109.90 | $134.40 (+22%) | 2026-03-31 |
| AM Antero Midstream Corporation Common Stock | 1.0% | 1.8M | $42M | — | $10.57 | $20.03 (+89%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 0.1% | 20K | $6M | — | $253.26 | $344.90 (+36%) | 2026-03-31 |
| JPM JPMorgan Chase & Co. | 0.0% | 6K | $2M | — | $130.31 | $330.16 (+153%) | 2026-03-31 |
| SUNB Sunbelt Rentals Holdings, Inc. | 0.0% | 24K | $2M | NEW (+24K) | $65.09 | $72.42 (+11%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 0.0% | 4K | $1M | — | $104.00 | $341.94 (+229%) | 2026-03-31 |
| CMCSA Comcast Corp | 0.0% | 31K | $893K | — | $37.91 | $21.76 (−43%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 0.0% | 2K | $750K | ▲ 286% (+2K) | $369.26 | $519.35 (+41%) | 2026-03-31 |
| BAC Bank of America Corporation | 0.0% | 15K | $708K | ▼ 45% (−12K) | $38.05 | $53.84 (+41%) | 2026-03-31 |
| HCA HCA Healthcare, Inc. | 0.0% | 1K | $631K | ▼ 66% (−3K) | $326.78 | $432.00 (+32%) | 2026-03-31 |
| ARES Ares Management Corporation Class A Common Stock | 0.0% | 5K | $546K | NEW (+5K) | $109.10 | $116.81 (+7%) | 2026-03-31 |
| APO Apollo Global Management, Inc. | 0.0% | 4K | $501K | NEW (+4K) | $63.16 | $116.17 (+84%) | 2026-03-31 |
| MAR Marriott International Class A Common Stock | 0.0% | 1K | $391K | — | $183.69 | $356.66 (+94%) | 2026-03-31 |
| PGR Progressive Corporation | 0.0% | 2K | $355K | ▲ 2.5% (+43) | $144.39 | $207.93 (+44%) | 2026-03-31 |
| AMAT Applied Materials Inc | 0.0% | 961 | $328K | — | $235.99 | $528.75 (+124%) | 2026-03-31 |
| FAF First American Financial Corporation | 0.0% | 5K | $301K | NEW (+5K) | $55.66 | $61.33 (+10%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 0.0% | 1K | $292K | — | $103.29 | $249.66 (+142%) | 2026-03-31 |
| ET Energy Transfer LP Common Units representing limited partner interests | 0.0% | 15K | $290K | NEW (+15K) | $19.30 | $19.61 (+2%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 0.0% | 373 | $213K | ▲ 10% (+35) | $722.52 | $732.25 (+1%) | 2026-03-31 |
| MA Mastercard Incorporated | 0.0% | 422 | $211K | — | $481.57 | $554.07 (+15%) | 2026-03-31 |
| MCO Moody's Corporation | 0.0% | 471 | $205K | — | $306.02 | $456.59 (+49%) | 2026-03-31 |
FAQ ▾
What are Glenn Greenberg's largest holdings?
As of the latest 13F: TD SYNNEX Corporation 12.8%, OneMain Holdings, Inc. 10.2%, Icon Plc 8.2%, Elevance Health, Inc. 8.1%, AutoNation, Inc. 7.5%.
How big is Brave Warrior Advisors's 13F portfolio?
$4.0B across 36 disclosed U.S.-equity positions.
What is Glenn Greenberg's 3-year performance?
+26% (13F-replication, price return), -53 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.