Glenn Greenberg's portfolio
Brave Warrior Advisors · SEC CIK 1553733
A handful of high-return businesses, deeply researched.
This filing is 93 days old. Brave Warrior Advisors keeps roughly 93% of its positions in a typical quarter, so about 93% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 40 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| ICON PUB LTD CO | $547.76M | 11.9% | n/a | |
| ONEMAIN HLDGS INC | OMF | $462.47M | 10.1% | |
| TD SYNNEX CORPORATION | SNX | $385.41M | 8.4% | |
| ELEVANCE HEALTH INC FORMERLY | ELV | $377.79M | 8.2% | |
| SLM CORP | SLM | $347.11M | 7.6% | |
| GALLAGHER ARTHUR J & CO | AJG | $295.00M | 6.4% | |
| AUTONATION INC | AN | $283.17M | 6.2% | |
| RYANAIR HOLDINGS PLC | RYAAY | $256.32M | 5.6% | |
| PRIMERICA INC | PRI | $246.08M | 5.4% | |
| LENNAR CORP | LEN | $214.75M | 4.7% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q1 2026 and Q2 2026, the largest new position was AJG, now $295.00M; the largest trim was SNX (shares down 53%); ARES, APO, FAF no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
Common questions
What are Glenn Greenberg's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Brave Warrior Advisors are ICON PUB LTD CO (11.9% of the book), OMF (10.1% of the book), SNX (8.4% of the book).
How big is Brave Warrior Advisors's portfolio?
The latest 13F reports $4.59B across 40 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Glenn Greenberg still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Brave Warrior Advisors's own filing history, the fund keeps roughly 93% of positions in a typical quarter, so at 93 days since the period end roughly 93% of this book is likely intact. The snapshot half-life for this fund is about 852 days.
What did Glenn Greenberg buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest new position was AJG, now $295.00M; the largest trim was SNX (shares down 53%); ARES, APO, FAF no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Every 13F we hold, quarter by quarter
Each filing has its own page: the whole book as filed that quarter and what changed from the filing before.
Inside the app: the full book for Brave Warrior Advisors, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.