Brave Warrior Advisors
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Glenn Greenberg's Brave Warrior Advisors reported 40 stock positions worth $4.6 billion. Its top holding was Icon (ICLR) at 11.9% of the portfolio, followed by Onemain (OMF, 10.1%) and TD Synnex (SNX, 8.4%). Compared with Q1 2026, it opened 7 new positions, sold out of 3, added to 6 and reduced 15. The biggest buy was a new position in Arthur J Gallagher (AJG) and the biggest sale TD Synnex (SNX, shares −53%).
- Most Recent 13F
- Q2 2026
- Notable People
- Glenn Greenberg
- Location
- New York, NY
- CIK
- 0001553733
- Portfolio Value
- $4.6B (Q2 2026)
- SEC Filing
- 0001172661-26-003728 ↗ filed Aug 14, 2026
Holdings Value
Holdings 40 stocks · $4.6B
| ICLR Icon PLC filed as ICON PUB LTD CO | 11.94% | 3,153,308 | $547.8M | Add +5.2% |
| OMF Onemain Holdings Inc. | 10.08% | 7,585,152 | $462.5M | Reduce -1.5% |
| SNX TD Synnex Corp. | 8.40% | 1,441,630 | $385.4M | Reduce -52.8% |
| ELV Elevance Health Inc. | 8.23% | 976,885 | $377.8M | Reduce -13.0% |
| SLM SLM Corp. | 7.56% | 13,381,145 | $347.1M | Reduce -1.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 6.43% | 1,285,022 | $295.0M | New |
| AN Autonation Inc. | 6.17% | 1,524,124 | $283.2M | Reduce -1.5% |
| RYAAY Ryanair Holdings PLC-SP ADR | 5.59% | 3,958,684 | $256.3M | Add +30.3% |
| PRI Primerica Inc. | 5.36% | 865,863 | $246.1M | Reduce -1.5% |
| LEN Lennar Corp. Class A | 4.68% | 2,373,177 | $214.7M | Reduce -1.5% |
| BLDR Builders Firstsource Inc. | 4.56% | 2,340,571 | $209.4M | Reduce -1.3% |
| COF Capital One Financial Corp. | 4.32% | 988,973 | $198.4M | Reduce -1.5% |
| MRP Millrose Properties | 3.95% | 6,030,725 | $181.2M | Reduce -29.2% |
| MPLX MPLX LP | 3.90% | 3,180,534 | $179.2M | Reduce -2.2% |
| FNF Fidelity National Financial | 3.54% | 3,446,864 | $162.6M | Reduce -1.6% |
| DHI D.R. Horton Inc. | 2.43% | 684,478 | $111.5M | Reduce -1.3% |
| FG F&G Annuities & Life Inc. | 1.44% | 2,482,417 | $66.0M | Reduce -53.6% |
| AM Antero Midstream Corp. | 0.90% | 1,823,631 | $41.5M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 0.16% | 20,258 | $7.2M | No change |
| HCA HCA Healthcare Inc. | 0.04% | 4,833 | $1.9M | Add +262.6% |
| JPM JPMorgan Chase & Co. | 0.04% | 5,643 | $1.8M | No change |
| SUNB Sunbelt Rentals Holdings Inc. | 0.04% | 23,762 | $1.8M | No change |
| MSFT Microsoft Corp. | 0.03% | 4,275 | $1.6M | Add +111.1% |
| GOOG Alphabet Inc. Class C | 0.03% | 3,790 | $1.3M | No change |
| BAC Bank of America Corp. | 0.02% | 14,532 | $828K | No change |
| CMCSA Comcast Corp. Class A | 0.02% | 31,094 | $763K | No change |
| AMAT Applied Materials Inc. | 0.02% | 961 | $695K | No change |
| AMZN Amazon.com Inc. | 0.01% | 2,650 | $632K | Add +89.3% |
| MA Mastercard Inc. Class A | 0.01% | 1,172 | $602K | Add +177.7% |
| SPGI S&P Global Inc. | 0.01% | 1,401 | $571K | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.01% | 40,000 | $534K | New |
| MAR Marriott International Class A | 0.01% | 1,194 | $442K | No change |
| PGR Progressive Corp. | 0.01% | 1,789 | $391K | No change |
| TXN Texas Instruments Inc. | 0.01% | 1,010 | $301K | New |
| ET Energy Transfer LP | 0.01% | 15,000 | $287K | No change |
| ADI Analog Devices Inc. | 0.01% | 612 | $243K | New |
| MCO Moody's Corp. | 0.00% | 471 | $213K | No change |
| V Visa Inc. Class A | 0.00% | 618 | $212K | New |
| META Meta Platforms Inc. Class A | 0.00% | 373 | $210K | No change |
| UNH Unitedhealth Group Inc. | 0.00% | 499 | $207K | New |
Portfolio Sells Q1 2026 → Q2 2026
| SNX TD Synnex Corp. | Reduce -52.8% | 8.40% | −4.35 |
| MRP Millrose Properties | Reduce -29.2% | 3.95% | −1.95 |
| FG F&G Annuities & Life Inc. | Reduce -53.6% | 1.44% | −1.92 |
| AN Autonation Inc. | Reduce -1.5% | 6.17% | −1.31 |
| MPLX MPLX LP | Reduce -2.2% | 3.90% | −0.69 |
| LEN Lennar Corp. Class A | Reduce -1.5% | 4.68% | −0.50 |
| FNF Fidelity National Financial | Reduce -1.6% | 3.54% | −0.48 |
| BLDR Builders Firstsource Inc. | Reduce -1.3% | 4.56% | −0.27 |
| COF Capital One Financial Corp. | Reduce -1.5% | 4.32% | −0.21 |
| AM Antero Midstream Corp. | Reduce -0.9% | 0.90% | −0.13 |
| OMF Onemain Holdings Inc. | Reduce -1.5% | 10.08% | −0.12 |
| PRI Primerica Inc. | Reduce -1.5% | 5.36% | −0.09 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.01 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.01 |
| FAF First American Financial | Sold out | 0.00% | −0.01 |
| DHI D.R. Horton Inc. | Reduce -1.3% | 2.43% | +0.07 |
| ELV Elevance Health Inc. | Reduce -13.0% | 8.23% | +0.10 |
| SLM SLM Corp. | Reduce -1.5% | 7.56% | +0.37 |
Portfolio Buys Q1 2026 → Q2 2026
| AJG Arthur J Gallagher & Co. | New | 6.43% | +6.43 |
| ICLR Icon PLC | Add +5.2% | 11.94% | +3.73 |
| RYAAY Ryanair Holdings PLC-SP ADR | Add +30.3% | 5.59% | +1.24 |
| HCA HCA Healthcare Inc. | Add +262.6% | 0.04% | +0.03 |
| MSFT Microsoft Corp. | Add +111.1% | 0.03% | +0.02 |
| SPGI S&P Global Inc. | New | 0.01% | +0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.01% | +0.01 |
| MA Mastercard Inc. Class A | Add +177.7% | 0.01% | +0.01 |
| TXN Texas Instruments Inc. | New | 0.01% | +0.01 |
| AMZN Amazon.com Inc. | Add +89.3% | 0.01% | +0.01 |
| ADI Analog Devices Inc. | New | 0.01% | +0.01 |
| V Visa Inc. Class A | New | 0.00% | +0.00 |
| UNH Unitedhealth Group Inc. | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 40 | $4.6B | ICLR, OMF, SNX, ELV, SLM |
| Q1 2026 | 36 | $4.0B | SNX, OMF, ICLR, ELV, AN |
| Q4 2025 | 33 | $4.3B | OMF, SNX, ELV, SLM, AN |
| Q3 2025 | 33 | $4.3B | ELV, SNX, OMF, SLM, AN |
| Q2 2025 | 35 | $4.4B | SNX, OMF, ELV, COF, SLM |
| Q1 2025 | 35 | $4.4B | ELV, SNX, OMF, SLM, DFS |
| Q4 2024 | 30 | $4.0B | ELV, SNX, DFS, OMF, FNF |
| Q3 2024 | 32 | $4.8B | ELV, DFS, SNX, PRI, FNF |
| Q2 2024 | 27 | $4.5B | ELV, DFS, PRI, APO, SNX |
| Q1 2024 | 29 | $4.8B | ELV, PRI, FNF, DFS, APO |