Brave Warrior Advisors
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Glenn Greenberg's Brave Warrior Advisors reported 35 stock positions worth $4.4 billion. Its top holding was TD Synnex (SNX) at 11.7% of the portfolio, followed by Onemain (OMF, 10.3%) and Elevance Health (ELV, 9.9%). Compared with Q1 2025, it opened 3 new positions, sold out of 3, added to 8 and reduced 12. The biggest buy was Capital One Financial (COF, shares +190%) and the biggest sale an exit from Discover Financial Services (DFS).
- Most Recent 13F
- Q2 2026
- Notable People
- Glenn Greenberg
- Location
- New York, NY
- CIK
- 0001553733
- Portfolio Value
- $4.4B (Q2 2025)
- SEC Filing
- 0001172661-25-003464 ↗ filed Aug 14, 2025
Holdings Value
Holdings 35 stocks · $4.4B
| SNX TD Synnex Corp. | 11.72% | 3,768,551 | $511.4M | Reduce -7.5% |
| OMF Onemain Holdings Inc. | 10.28% | 7,870,085 | $448.6M | Add +7.2% |
| ELV Elevance Health Inc. | 9.89% | 1,109,653 | $431.6M | Reduce -29.7% |
| COF Capital One Financial Corp. | 8.94% | 1,832,991 | $390.0M | Add +190.2% |
| SLM SLM Corp. | 7.92% | 10,540,905 | $345.6M | Add +11.5% |
| RYAAY Ryanair Holdings PLC-SP ADR | 7.11% | 5,379,089 | $310.2M | Reduce -1.8% |
| AN Autonation Inc. | 5.53% | 1,214,510 | $241.3M | Add +7.5% |
| LEN Lennar Corp. Class A | 5.47% | 2,157,127 | $238.6M | Reduce -1.5% |
| PRI Primerica Inc. | 5.17% | 823,992 | $225.5M | Reduce -1.3% |
| MRP Millrose Properties | 5.14% | 7,861,690 | $224.1M | Reduce -1.2% |
| MPLX MPLX LP | 5.05% | 4,275,033 | $220.2M | Reduce -2.0% |
| BLDR Builders Firstsource Inc. | 4.89% | 1,827,261 | $213.2M | Add +47.2% |
| FNF Fidelity National Financial | 4.48% | 3,487,158 | $195.5M | Reduce -1.3% |
| FG F&G Annuities & Life Inc. | 3.83% | 5,222,765 | $167.0M | Reduce -1.3% |
| DHI D.R. Horton Inc. | 3.42% | 1,156,272 | $149.1M | Reduce -1.6% |
| AM Antero Midstream Corp. | 0.82% | 1,897,776 | $36.0M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 0.09% | 21,858 | $3.9M | No change |
| JPM JPMorgan Chase & Co. | 0.04% | 5,643 | $1.6M | No change |
| HCA HCA Healthcare Inc. | 0.03% | 3,923 | $1.5M | Add +104.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 26,532 | $1.3M | Add +82.6% |
| CMCSA Comcast Corp. Class A | 0.03% | 31,094 | $1.1M | No change |
| ICLR Icon PLC | 0.02% | 5,000 | $727K | No change |
| USB US Bancorp | 0.02% | 15,000 | $679K | New |
| GOOG Alphabet Inc. Class C | 0.02% | 3,790 | $672K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 1,499 | $468K | Add +200.4% |
| PGR Progressive Corp. | 0.01% | 1,746 | $466K | No change |
| MAR Marriott International Class A | 0.01% | 1,194 | $326K | No change |
| AMZN Amazon.com Inc. | 0.01% | 1,400 | $307K | No change |
| MSFT Microsoft Corp. | 0.01% | 525 | $261K | Reduce -58.8% |
| META Meta Platforms Inc. Class A | 0.01% | 338 | $249K | New |
| MA Mastercard Inc. Class A | 0.01% | 422 | $237K | No change |
| MCO Moody's Corp. | 0.01% | 471 | $236K | No change |
| V Visa Inc. Class A | 0.01% | 618 | $219K | No change |
| SPGI S&P Global Inc. | 0.00% | 401 | $211K | No change |
| TXN Texas Instruments Inc. | 0.00% | 1,010 | $210K | New |
Portfolio Sells Q1 2025 → Q2 2025
| DFS Discover Financial Services | Sold out | 0.00% | −6.29 |
| ELV Elevance Health Inc. | Reduce -29.7% | 9.89% | −5.82 |
| LAD Lithia Motors Inc. | Sold out | 0.00% | −2.57 |
| FNF Fidelity National Financial | Reduce -1.3% | 4.48% | −0.79 |
| FG F&G Annuities & Life Inc. | Reduce -1.3% | 3.83% | −0.54 |
| MPLX MPLX LP | Reduce -2.0% | 5.05% | −0.30 |
| LEN Lennar Corp. Class A | Reduce -1.5% | 5.47% | −0.29 |
| PRI Primerica Inc. | Reduce -1.3% | 5.17% | −0.27 |
| ALLY Ally Financial Inc. | Sold out | 0.00% | −0.01 |
| MSFT Microsoft Corp. | Reduce -58.8% | 0.01% | −0.01 |
| DHI D.R. Horton Inc. | Reduce -1.6% | 3.42% | −0.00 |
| AM Antero Midstream Corp. | Reduce -1.1% | 0.82% | +0.03 |
| MRP Millrose Properties | Reduce -1.2% | 5.14% | +0.31 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -1.8% | 7.11% | +1.80 |
| SNX TD Synnex Corp. | Reduce -7.5% | 11.72% | +2.02 |
Portfolio Buys Q1 2025 → Q2 2025
| COF Capital One Financial Corp. | Add +190.2% | 8.94% | +6.35 |
| OMF Onemain Holdings Inc. | Add +7.2% | 10.28% | +2.06 |
| SLM SLM Corp. | Add +11.5% | 7.92% | +1.56 |
| AN Autonation Inc. | Add +7.5% | 5.53% | +1.34 |
| BLDR Builders Firstsource Inc. | Add +47.2% | 4.89% | +1.33 |
| HCA HCA Healthcare Inc. | Add +104.0% | 0.03% | +0.02 |
| USB US Bancorp | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +82.6% | 0.03% | +0.01 |
| META Meta Platforms Inc. Class A | New | 0.01% | +0.01 |
| TXN Texas Instruments Inc. | New | 0.00% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +200.4% | 0.01% | +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 |