Glenn Greenberg Portfolio: Brave Warrior Advisors 13F Holdings (Q2 2026)
Checked against SEC EDGAR
Brave Warrior Advisors reported 40 stock positions worth $4.6B as of Jun 30, 2026 in its 13F filed Aug 14, 2026. The top 10 make up 74% of the reported portfolio. Changes are compared with Q1 2026: 7 new, 6 added, 15 reduced, 3 sold out.
13F filings are due 45 days after each quarter ends, so these holdings can be up to four and a half months old by the time they are public. They list US-listed stocks and some other securities only: no shorts, cash, bonds or non-US shares, and options are left out here. This is a record of public filings, not investment advice.
Holdings
| Ticker | Company | % of portfolio | Value | Shares | Change compared with Q1 2026 |
|---|---|---|---|---|---|
| ICON PUB LTD C | ICON PUB LTD CO | 11.94% | $547.8M | 3,153,308 | Added 5% |
| OMF | ONEMAIN HLDGS INC | 10.08% | $462.5M | 7,585,152 | Reduced 2% |
| SNX | TD SYNNEX CORPORATION | 8.40% | $385.4M | 1,441,630 | Reduced 53% |
| ELV | ELEVANCE HEALTH INC FORMERLY | 8.23% | $377.8M | 976,885 | Reduced 13% |
| SLM | SLM CORP | 7.57% | $347.1M | 13,381,145 | Reduced 2% |
| AJG | GALLAGHER ARTHUR J & CO | 6.43% | $295.0M | 1,285,022 | New position |
| AN | AUTONATION INC | 6.17% | $283.2M | 1,524,124 | Reduced 2% |
| RYAAY | RYANAIR HOLDINGS PLC | 5.59% | $256.3M | 3,958,684 | Added 30% |
| PRI | PRIMERICA INC | 5.36% | $246.1M | 865,863 | Reduced 2% |
| LEN | LENNAR CORP | 4.68% | $214.7M | 2,373,177 | Reduced 2% |
| BLDR | BUILDERS FIRSTSOURCE INC | 4.56% | $209.4M | 2,340,571 | Reduced 1% |
| COF | CAPITAL ONE FINL CORP | 4.32% | $198.4M | 988,973 | Reduced 2% |
| MRP | MILLROSE PPTYS INC | 3.95% | $181.2M | 6,030,725 | Reduced 29% |
| MPLX | MPLX LP | 3.90% | $179.2M | 3,180,534 | Reduced 2% |
| FNF | FIDELITY NATL FINL INC | 3.54% | $162.6M | 3,446,864 | Reduced 2% |
| DHI | D R HORTON INC | 2.43% | $111.5M | 684,478 | Reduced 1% |
| FG | F&G ANNUITIES & LIFE INC | 1.44% | $66.0M | 2,482,417 | Reduced 54% |
| AM | ANTERO MIDSTREAM CORP | 0.90% | $41.5M | 1,823,631 | Reduced 1% |
| GOOGL | ALPHABET INC | 0.16% | $7.2M | 20,258 | No change |
| HCA | HCA HEALTHCARE INC | 0.04% | $1.9M | 4,833 | Added 263% |
| JPM | JPMORGAN CHASE & CO | 0.04% | $1.8M | 5,643 | No change |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 0.04% | $1.8M | 23,762 | No change |
| MSFT | MICROSOFT CORP | 0.04% | $1.6M | 4,275 | Added 111% |
| GOOG | ALPHABET INC | 0.03% | $1.3M | 3,790 | No change |
| BAC | BANK OF AMER CORP | 0.02% | $828.0K | 14,532 | No change |
| CMCSA | COMCAST CORP NEW | 0.02% | $763.4K | 31,094 | No change |
| AMAT | APPLIED MATLS INC | 0.01% | $694.8K | 961 | No change |
| AMZN | AMAZON COM INC | 0.01% | $631.6K | 2,650 | Added 89% |
| MA | MASTERCARD INCORPORATED | 0.01% | $601.9K | 1,172 | Added 178% |
| SPGI | S&P GLOBAL INC | 0.01% | $570.6K | 1,401 | New position |
| NU | NU HLDGS LTD | 0.01% | $534.4K | 40,000 | New position |
| MAR | MARRIOTT INTL INC NEW | 0.01% | $442.5K | 1,194 | No change |
| PGR | PROGRESSIVE CORP | 0.01% | $390.8K | 1,789 | No change |
| TXN | TEXAS INSTRS INC | 0.01% | $301.1K | 1,010 | New position |
| ET | ENERGY TRANSFER L P | 0.01% | $286.8K | 15,000 | No change |
| ADI | ANALOG DEVICES INC | 0.01% | $243.1K | 612 | New position |
| MCO | MOODYS CORP | 0.01% | $213.3K | 471 | No change |
| V | VISA INC | 0.01% | $212.0K | 618 | New position |
| META | META PLATFORMS INC | 0.01% | $210.1K | 373 | No change |
| UNH | UNITEDHEALTH GROUP INC | 0.01% | $207.4K | 499 | New position |
Sold out
Geopolitical news on Glenn Greenberg’s top holdings
- We are in our 70s. Should we pay off our 2.5% mortgage or build up our savings? LEN
- GOLDCREST Co: H1 earnings surged, while full-year guidance held and housing-market risks persisted LEN
- Dashboard Analyzes Credential Earnings Premiums by State ELV
- Mortgage lending remains at a high level despite rising interest rates LEN
- Inflation Reduction Act Medicare Weight Loss Drugs: What Does the Law Cover? ELV
- Alexandria Real Estate Equities: Q3 Earnings Snapshot LEN
- Mortgage rates above 7% are the 'new normal'—here's why LEN
- Schools Wrestle With Exploding Health Costs: ‘Medical Inflation Is Crushing Us’ ELV
- Americans Are Struggling to Pay Rising Medical Costs ELV
Source: SEC EDGAR filing 0001172661-26-003728 (CIK 1553733). Values are as reported in the filing.