Brave Warrior Advisors
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Glenn Greenberg's Brave Warrior Advisors reported 32 stock positions worth $4.8 billion. Its top holding was Elevance Health (ELV) at 17.7% of the portfolio, followed by Discover Financial Services (DFS, 10.1%) and TD Synnex (SNX, 9.2%). Compared with Q2 2024, it opened 6 new positions, sold out of 1, added to 6 and reduced 12. The biggest buy was Ryanair Holdings PLC-SP ADR (RYAAY, shares +10182%) and the biggest sale Apollo Global Management (APO, shares −40%).
- Most Recent 13F
- Q2 2026
- Notable People
- Glenn Greenberg
- Location
- New York, NY
- CIK
- 0001553733
- Portfolio Value
- $4.8B (Q3 2024)
- SEC Filing
- 0001172661-24-005173 ↗ filed Nov 14, 2024
Holdings Value
Holdings 32 stocks · $4.8B
| ELV Elevance Health Inc. | 17.71% | 1,641,413 | $853.5M | Add +0.5% |
| DFS Discover Financial Services | 10.06% | 3,454,706 | $484.7M | Reduce -0.2% |
| SNX TD Synnex Corp. | 9.21% | 3,695,615 | $443.8M | Add +11.3% |
| PRI Primerica Inc. | 8.03% | 1,460,171 | $387.2M | Reduce -22.7% |
| FNF Fidelity National Financial | 7.74% | 6,010,352 | $373.0M | Reduce -18.4% |
| OMF Onemain Holdings Inc. | 7.23% | 7,402,222 | $348.4M | Add +1.8% |
| LEN Lennar Corp. Class A | 6.93% | 1,780,852 | $333.9M | Add +12.3% |
| APO Apollo Global Management Inc. | 5.90% | 2,277,466 | $284.5M | Reduce -39.7% |
| LAD Lithia Motors Inc. | 5.63% | 854,551 | $271.4M | Reduce -0.1% |
| FG F&G Annuities & Life Inc. | 5.06% | 5,456,170 | $244.0M | Reduce -9.8% |
| RYAAY Ryanair Holdings PLC-SP ADR | 4.78% | 5,104,019 | $230.6M | Add +10182.1% |
| MPLX MPLX LP | 4.09% | 4,432,966 | $197.1M | Add +4.7% |
| AN Autonation Inc. | 3.61% | 972,309 | $174.0M | Reduce -0.7% |
| DHI D.R. Horton Inc. | 3.18% | 803,061 | $153.2M | Reduce -0.4% |
| AM Antero Midstream Corp. | 0.59% | 1,898,932 | $28.6M | Reduce -9.2% |
| GOOGL Alphabet Inc. Class A | 0.08% | 21,858 | $3.6M | No change |
| HCA HCA Healthcare Inc. | 0.03% | 3,373 | $1.4M | Reduce -12.9% |
| CMCSA Comcast Corp. Class A | 0.03% | 31,094 | $1.3M | No change |
| JPM JPMorgan Chase & Co. | 0.02% | 5,643 | $1.2M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 22,532 | $894K | No change |
| GOOG Alphabet Inc. Class C | 0.01% | 3,790 | $634K | No change |
| DLTR Dollar Tree Inc. | 0.01% | 7,126 | $501K | New |
| PGR Progressive Corp. | 0.01% | 1,746 | $443K | No change |
| ALLY Ally Financial Inc. | 0.01% | 10,000 | $356K | New |
| MAR Marriott International Class A | 0.01% | 1,194 | $297K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 499 | $292K | Reduce -18.2% |
| AMZN Amazon.com Inc. | 0.01% | 1,400 | $261K | Reduce -36.4% |
| MSFT Microsoft Corp. | 0.00% | 525 | $226K | No change |
| MCO Moody's Corp. | 0.00% | 471 | $224K | New |
| TXN Texas Instruments Inc. | 0.00% | 1,010 | $209K | New |
| MA Mastercard Inc. Class A | 0.00% | 422 | $208K | New |
| SPGI S&P Global Inc. | 0.00% | 401 | $207K | New |
Portfolio Sells Q2 2024 → Q3 2024
| APO Apollo Global Management Inc. | Reduce -39.7% | 5.90% | −3.99 |
| PRI Primerica Inc. | Reduce -22.7% | 8.03% | −1.88 |
| FNF Fidelity National Financial | Reduce -18.4% | 7.74% | −0.33 |
| AM Antero Midstream Corp. | Reduce -9.2% | 0.59% | −0.09 |
| FG F&G Annuities & Life Inc. | Reduce -9.8% | 5.06% | −0.04 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -36.4% | 0.01% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -18.2% | 0.01% | −0.00 |
| HCA HCA Healthcare Inc. | Reduce -12.9% | 0.03% | +0.00 |
| DFS Discover Financial Services | Reduce -0.2% | 10.06% | +0.02 |
| AN Autonation Inc. | Reduce -0.7% | 3.61% | +0.15 |
| DHI D.R. Horton Inc. | Reduce -0.4% | 3.18% | +0.66 |
| LAD Lithia Motors Inc. | Reduce -0.1% | 5.63% | +0.85 |
Portfolio Buys Q2 2024 → Q3 2024
| RYAAY Ryanair Holdings PLC-SP ADR | Add +10182.1% | 4.78% | +4.66 |
| LEN Lennar Corp. Class A | Add +12.3% | 6.93% | +1.66 |
| SNX TD Synnex Corp. | Add +11.3% | 9.21% | +0.71 |
| MPLX MPLX LP | Add +4.7% | 4.09% | +0.09 |
| DLTR Dollar Tree Inc. | New | 0.01% | +0.01 |
| ALLY Ally Financial Inc. | New | 0.01% | +0.01 |
| MCO Moody's Corp. | New | 0.00% | +0.00 |
| MA Mastercard Inc. Class A | New | 0.00% | +0.00 |
| SPGI S&P Global Inc. | New | 0.00% | +0.00 |
| TXN Texas Instruments Inc. | New | 0.00% | +0.00 |
| OMF Onemain Holdings Inc. | Add +1.8% | 7.23% | −0.58 |
| ELV Elevance Health Inc. | Add +0.5% | 17.71% | −1.90 |
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 |