Brave Warrior Advisors
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Glenn Greenberg's Brave Warrior Advisors reported 27 stock positions worth $4.5 billion. Its top holding was Elevance Health (ELV) at 19.6% of the portfolio, followed by Discover Financial Services (DFS, 10.0%) and Primerica (PRI, 9.9%). Compared with Q1 2024, it opened 1 new position, sold out of 3, added to 8 and reduced 9. The biggest buy was Lennar Class A (LEN, shares +56%) and the biggest sale JPMorgan Chase (JPM, shares −100%).
- Most Recent 13F
- Q2 2026
- Notable People
- Glenn Greenberg
- Location
- New York, NY
- CIK
- 0001553733
- Portfolio Value
- $4.5B (Q2 2024)
- SEC Filing
- 0001172661-24-003514 ↗ filed Aug 14, 2024
Holdings Value
Holdings 27 stocks · $4.5B
| ELV Elevance Health Inc. | 19.61% | 1,633,127 | $884.9M | Reduce -0.8% |
| DFS Discover Financial Services | 10.03% | 3,460,972 | $452.7M | Add +4.6% |
| PRI Primerica Inc. | 9.91% | 1,890,013 | $447.1M | Reduce -6.2% |
| APO Apollo Global Management Inc. | 9.89% | 3,779,701 | $446.3M | Reduce -0.7% |
| SNX TD Synnex Corp. | 8.50% | 3,322,046 | $383.4M | Add +8.5% |
| FNF Fidelity National Financial | 8.07% | 7,367,533 | $364.1M | Reduce -18.8% |
| OMF Onemain Holdings Inc. | 7.81% | 7,270,177 | $352.5M | Add +9.0% |
| LEN Lennar Corp. Class A | 5.27% | 1,585,312 | $237.6M | Add +56.3% |
| FG F&G Annuities & Life Inc. | 5.10% | 6,049,364 | $230.2M | Reduce -0.6% |
| LAD Lithia Motors Inc. | 4.78% | 855,172 | $215.9M | Add +11.4% |
| MPLX MPLX LP | 4.00% | 4,235,478 | $180.4M | Add +40.0% |
| AN Autonation Inc. | 3.46% | 979,235 | $156.1M | Add +4.4% |
| DHI D.R. Horton Inc. | 2.52% | 805,923 | $113.6M | Reduce -0.5% |
| AM Antero Midstream Corp. | 0.68% | 2,090,289 | $30.8M | Reduce -2.7% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.13% | 49,640 | $5.8M | Add +660.6% |
| GOOGL Alphabet Inc. Class A | 0.09% | 21,858 | $4.0M | No change |
| HCA HCA Healthcare Inc. | 0.03% | 3,873 | $1.2M | No change |
| CMCSA Comcast Corp. Class A | 0.03% | 31,094 | $1.2M | No change |
| JPM JPMorgan Chase & Co. | 0.03% | 5,643 | $1.1M | Reduce -99.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 22,532 | $896K | No change |
| GOOG Alphabet Inc. Class C | 0.02% | 3,790 | $695K | No change |
| AMZN Amazon.com Inc. | 0.01% | 2,200 | $425K | Reduce -18.5% |
| PGR Progressive Corp. | 0.01% | 1,746 | $363K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 610 | $311K | No change |
| MAR Marriott International Class A | 0.01% | 1,194 | $289K | No change |
| MSFT Microsoft Corp. | 0.01% | 525 | $235K | No change |
| AMAT Applied Materials Inc. | 0.01% | 961 | $227K | New |
Portfolio Sells Q1 2024 → Q2 2024
| JPM JPMorgan Chase & Co. | Reduce -99.6% | 0.03% | −5.42 |
| FNF Fidelity National Financial | Reduce -18.8% | 8.07% | −2.01 |
| PRI Primerica Inc. | Reduce -6.2% | 9.91% | −0.75 |
| LPX Louisiana-Pacific Corp. | Sold out | 0.00% | −0.39 |
| DHI D.R. Horton Inc. | Reduce -0.5% | 2.52% | −0.27 |
| FG F&G Annuities & Life Inc. | Reduce -0.6% | 5.10% | −0.06 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.01 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -18.5% | 0.01% | −0.00 |
| AM Antero Midstream Corp. | Reduce -2.7% | 0.68% | +0.05 |
| APO Apollo Global Management Inc. | Reduce -0.7% | 9.89% | +0.94 |
| ELV Elevance Health Inc. | Reduce -0.8% | 19.61% | +1.76 |
Portfolio Buys Q1 2024 → Q2 2024
| LEN Lennar Corp. Class A | Add +56.3% | 5.27% | +1.62 |
| MPLX MPLX LP | Add +40.0% | 4.00% | +1.37 |
| SNX TD Synnex Corp. | Add +8.5% | 8.50% | +1.25 |
| DFS Discover Financial Services | Add +4.6% | 10.03% | +0.96 |
| OMF Onemain Holdings Inc. | Add +9.0% | 7.81% | +0.68 |
| AN Autonation Inc. | Add +4.4% | 3.46% | +0.21 |
| RYAAY Ryanair Holdings PLC-SP ADR | Add +660.6% | 0.13% | +0.11 |
| AMAT Applied Materials Inc. | New | 0.01% | +0.01 |
| LAD Lithia Motors Inc. | Add +11.4% | 4.78% | −0.05 |
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 |