Brave Warrior Advisors
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Glenn Greenberg's Brave Warrior Advisors reported 30 stock positions worth $4.0 billion. Its top holding was Elevance Health (ELV) at 15.0% of the portfolio, followed by TD Synnex (SNX, 12.1%) and Discover Financial Services (DFS, 10.9%). Compared with Q3 2024, it opened 2 new positions, sold out of 4, added to 6 and reduced 10. The biggest buy was TD Synnex (SNX, shares +12%) and the biggest sale an exit from Apollo Global Management (APO).
- Most Recent 13F
- Q2 2026
- Notable People
- Glenn Greenberg
- Location
- New York, NY
- CIK
- 0001553733
- Portfolio Value
- $4.0B (Q4 2024)
- SEC Filing
- 0001172661-25-001122 ↗ filed Feb 14, 2025
Holdings Value
Holdings 30 stocks · $4.0B
| ELV Elevance Health Inc. | 14.96% | 1,629,977 | $601.3M | Reduce -0.7% |
| SNX TD Synnex Corp. | 12.10% | 4,147,172 | $486.4M | Add +12.2% |
| DFS Discover Financial Services | 10.88% | 2,523,965 | $437.2M | Reduce -26.9% |
| OMF Onemain Holdings Inc. | 9.65% | 7,437,670 | $387.7M | Add +0.5% |
| FNF Fidelity National Financial | 8.34% | 5,973,131 | $335.3M | Reduce -0.6% |
| AN Autonation Inc. | 6.17% | 1,461,213 | $248.2M | Add +50.3% |
| RYAAY Ryanair Holdings PLC-SP ADR | 6.08% | 5,604,258 | $244.3M | Add +9.8% |
| LEN Lennar Corp. Class A | 6.02% | 1,774,390 | $242.0M | Reduce -0.4% |
| PRI Primerica Inc. | 5.77% | 853,864 | $231.8M | Reduce -41.5% |
| FG F&G Annuities & Life Inc. | 5.57% | 5,400,441 | $223.8M | Reduce -1.0% |
| LAD Lithia Motors Inc. | 5.45% | 612,566 | $218.9M | Reduce -28.3% |
| MPLX MPLX LP | 5.26% | 4,418,154 | $211.5M | Reduce -0.3% |
| DHI D.R. Horton Inc. | 2.72% | 781,527 | $109.3M | Reduce -2.7% |
| AM Antero Midstream Corp. | 0.73% | 1,932,840 | $29.2M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 0.10% | 21,858 | $4.1M | No change |
| JPM JPMorgan Chase & Co. | 0.03% | 5,643 | $1.4M | No change |
| CMCSA Comcast Corp. Class A | 0.03% | 31,094 | $1.2M | No change |
| HCA HCA Healthcare Inc. | 0.03% | 3,373 | $1.0M | No change |
| GOOG Alphabet Inc. Class C | 0.02% | 3,790 | $722K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 14,532 | $639K | Reduce -35.5% |
| ICLR Icon PLC | 0.02% | 3,000 | $629K | New |
| MSFT Microsoft Corp. | 0.01% | 1,275 | $537K | Add +142.9% |
| PGR Progressive Corp. | 0.01% | 1,746 | $418K | No change |
| ALLY Ally Financial Inc. | 0.01% | 10,000 | $360K | No change |
| MAR Marriott International Class A | 0.01% | 1,194 | $333K | No change |
| AMZN Amazon.com Inc. | 0.01% | 1,400 | $307K | No change |
| COF Capital One Financial Corp. | 0.01% | 1,500 | $267K | New |
| UNH Unitedhealth Group Inc. | 0.01% | 499 | $252K | No change |
| MCO Moody's Corp. | 0.01% | 471 | $223K | No change |
| MA Mastercard Inc. Class A | 0.01% | 422 | $222K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| APO Apollo Global Management Inc. | Sold out | 0.00% | −5.90 |
| ELV Elevance Health Inc. | Reduce -0.7% | 14.96% | −2.75 |
| PRI Primerica Inc. | Reduce -41.5% | 5.77% | −2.27 |
| LEN Lennar Corp. Class A | Reduce -0.4% | 6.02% | −0.91 |
| DHI D.R. Horton Inc. | Reduce -2.7% | 2.72% | −0.46 |
| LAD Lithia Motors Inc. | Reduce -28.3% | 5.45% | −0.18 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.01 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.00 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.00 |
| BAC Bank of America Corp. | Reduce -35.5% | 0.02% | −0.00 |
| FG F&G Annuities & Life Inc. | Reduce -1.0% | 5.57% | +0.51 |
| FNF Fidelity National Financial | Reduce -0.6% | 8.34% | +0.60 |
| DFS Discover Financial Services | Reduce -26.9% | 10.88% | +0.82 |
| MPLX MPLX LP | Reduce -0.3% | 5.26% | +1.17 |
Portfolio Buys Q3 2024 → Q4 2024
| SNX TD Synnex Corp. | Add +12.2% | 12.10% | +2.89 |
| AN Autonation Inc. | Add +50.3% | 6.17% | +2.57 |
| OMF Onemain Holdings Inc. | Add +0.5% | 9.65% | +2.42 |
| RYAAY Ryanair Holdings PLC-SP ADR | Add +9.8% | 6.08% | +1.29 |
| AM Antero Midstream Corp. | Add +1.8% | 0.73% | +0.13 |
| ICLR Icon PLC | New | 0.02% | +0.02 |
| MSFT Microsoft Corp. | Add +142.9% | 0.01% | +0.01 |
| COF Capital One Financial Corp. | New | 0.01% | +0.01 |
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 |