Brave Warrior Advisors
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Glenn Greenberg's Brave Warrior Advisors reported 29 stock positions worth $4.8 billion. Its top holding was Elevance Health (ELV) at 17.9% of the portfolio, followed by Primerica (PRI, 10.7%) and Fidelity National Financial (FNF, 10.1%). Compared with Q4 2023, it opened 2 new positions, sold out of 3, added to 6 and reduced 10. The biggest buy was a new position in TD Synnex (SNX) and the biggest sale an exit from Raymond James Financial (RJF).
- Most Recent 13F
- Q2 2026
- Notable People
- Glenn Greenberg
- Location
- New York, NY
- CIK
- 0001553733
- Portfolio Value
- $4.8B (Q1 2024)
- SEC Filing
- 0001172661-24-002488 ↗ filed May 15, 2024
Holdings Value
Holdings 29 stocks · $4.8B
| ELV Elevance Health Inc. | 17.85% | 1,645,837 | $853.4M | Reduce -6.3% |
| PRI Primerica Inc. | 10.66% | 2,015,052 | $509.7M | Reduce -4.7% |
| FNF Fidelity National Financial | 10.08% | 9,076,731 | $482.0M | Reduce -4.0% |
| DFS Discover Financial Services | 9.08% | 3,310,077 | $433.9M | Add +25.7% |
| APO Apollo Global Management Inc. | 8.95% | 3,804,384 | $427.8M | Reduce -15.5% |
| SNX TD Synnex Corp. | 7.24% | 3,061,083 | $346.2M | New |
| OMF Onemain Holdings Inc. | 7.13% | 6,672,264 | $340.9M | Add +4.0% |
| JPM JPMorgan Chase & Co. | 5.44% | 1,298,628 | $260.1M | Reduce -21.6% |
| FG F&G Annuities & Life Inc. | 5.16% | 6,087,883 | $246.9M | Reduce -2.1% |
| LAD Lithia Motors Inc. | 4.83% | 767,501 | $230.9M | Reduce -6.8% |
| LEN Lennar Corp. Class A | 3.65% | 1,014,441 | $174.5M | Add +77.5% |
| AN Autonation Inc. | 3.25% | 937,763 | $155.3M | Add +665.9% |
| DHI D.R. Horton Inc. | 2.79% | 810,136 | $133.3M | Add +5.6% |
| MPLX MPLX LP | 2.63% | 3,025,609 | $125.7M | Add +17697.7% |
| AM Antero Midstream Corp. | 0.63% | 2,149,129 | $30.2M | Reduce -3.4% |
| LPX Louisiana-Pacific Corp. | 0.39% | 224,598 | $18.8M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 0.07% | 21,858 | $3.3M | No change |
| CMCSA Comcast Corp. Class A | 0.03% | 31,094 | $1.3M | No change |
| HCA HCA Healthcare Inc. | 0.03% | 3,873 | $1.3M | No change |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.02% | 6,526 | $950K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 22,532 | $854K | No change |
| GOOG Alphabet Inc. Class C | 0.01% | 3,790 | $577K | No change |
| AMZN Amazon.com Inc. | 0.01% | 2,700 | $487K | No change |
| PGR Progressive Corp. | 0.01% | 1,746 | $361K | No change |
| WFC Wells Fargo & Co. | 0.01% | 5,250 | $304K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 610 | $302K | No change |
| MAR Marriott International Class A | 0.01% | 1,194 | $301K | No change |
| MSFT Microsoft Corp. | 0.00% | 525 | $221K | Reduce -48.8% |
| MA Mastercard Inc. Class A | 0.00% | 422 | $203K | New |
Portfolio Sells Q4 2023 → Q1 2024
| RJF Raymond James Financial Inc. | Sold out | 0.00% | −5.69 |
| ELV Elevance Health Inc. | Reduce -6.3% | 17.85% | −1.91 |
| FG F&G Annuities & Life Inc. | Reduce -2.1% | 5.16% | −1.66 |
| LAD Lithia Motors Inc. | Reduce -6.8% | 4.83% | −1.64 |
| ABG Asbury Automotive Group | Sold out | 0.00% | −1.49 |
| FNF Fidelity National Financial | Reduce -4.0% | 10.08% | −1.42 |
| JPM JPMorgan Chase & Co. | Reduce -21.6% | 5.44% | −1.28 |
| APO Apollo Global Management Inc. | Reduce -15.5% | 8.95% | −1.06 |
| AM Antero Midstream Corp. | Reduce -3.4% | 0.63% | −0.03 |
| MSFT Microsoft Corp. | Reduce -48.8% | 0.00% | −0.00 |
| KEY Keycorp | Sold out | 0.00% | −0.00 |
| LPX Louisiana-Pacific Corp. | Reduce -2.2% | 0.39% | +0.01 |
| PRI Primerica Inc. | Reduce -4.7% | 10.66% | +0.29 |
Portfolio Buys Q4 2023 → Q1 2024
| SNX TD Synnex Corp. | New | 7.24% | +7.24 |
| AN Autonation Inc. | Add +665.9% | 3.25% | +2.81 |
| MPLX MPLX LP | Add +17697.7% | 2.63% | +2.62 |
| DFS Discover Financial Services | Add +25.7% | 9.08% | +2.02 |
| LEN Lennar Corp. Class A | Add +77.5% | 3.65% | +1.62 |
| DHI D.R. Horton Inc. | Add +5.6% | 2.79% | +0.01 |
| MA Mastercard Inc. Class A | New | 0.00% | +0.00 |
| OMF Onemain Holdings Inc. | Add +4.0% | 7.13% | −0.40 |
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 |