Brave Warrior Advisors
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Glenn Greenberg's Brave Warrior Advisors reported 33 stock positions worth $4.3 billion. Its top holding was Elevance Health (ELV) at 13.8% of the portfolio, followed by TD Synnex (SNX, 12.5%) and Onemain (OMF, 10.2%). Compared with Q2 2025, it opened 1 new position, sold out of 3, added to 4 and reduced 13. The biggest buy was Elevance Health (ELV, shares +65%) and the biggest sale Capital One Financial (COF, shares −47%).
- Most Recent 13F
- Q2 2026
- Notable People
- Glenn Greenberg
- Location
- New York, NY
- CIK
- 0001553733
- Portfolio Value
- $4.3B (Q3 2025)
- SEC Filing
- 0001172661-25-005024 ↗ filed Nov 14, 2025
Holdings Value
Holdings 33 stocks · $4.3B
| ELV Elevance Health Inc. | 13.76% | 1,834,002 | $592.6M | Add +65.3% |
| SNX TD Synnex Corp. | 12.45% | 3,275,293 | $536.3M | Reduce -13.1% |
| OMF Onemain Holdings Inc. | 10.22% | 7,794,270 | $440.1M | Reduce -1.0% |
| SLM SLM Corp. | 7.49% | 11,659,418 | $322.7M | Add +10.6% |
| AN Autonation Inc. | 6.17% | 1,214,043 | $265.6M | Reduce -0.0% |
| LEN Lennar Corp. Class A | 5.87% | 2,005,506 | $252.8M | Reduce -7.0% |
| RYAAY Ryanair Holdings PLC-SP ADR | 5.71% | 4,084,246 | $246.0M | Reduce -24.1% |
| MPLX MPLX LP | 5.18% | 4,467,474 | $223.2M | Add +4.5% |
| BLDR Builders Firstsource Inc. | 5.08% | 1,805,381 | $218.9M | Reduce -1.2% |
| FNF Fidelity National Financial | 4.90% | 3,489,314 | $211.1M | Add +0.1% |
| PRI Primerica Inc. | 4.85% | 752,989 | $209.0M | Reduce -8.6% |
| COF Capital One Financial Corp. | 4.76% | 964,730 | $205.1M | Reduce -47.4% |
| MRP Millrose Properties | 4.19% | 5,375,592 | $180.7M | Reduce -31.6% |
| FG F&G Annuities & Life Inc. | 3.79% | 5,218,977 | $163.2M | Reduce -0.1% |
| DHI D.R. Horton Inc. | 2.79% | 708,681 | $120.1M | Reduce -38.7% |
| KNTK Kinetik Holdings Inc. | 1.60% | 1,608,928 | $68.8M | New |
| AM Antero Midstream Corp. | 0.84% | 1,865,330 | $36.3M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 0.12% | 21,858 | $5.3M | No change |
| JPM JPMorgan Chase & Co. | 0.04% | 5,643 | $1.8M | No change |
| HCA HCA Healthcare Inc. | 0.04% | 3,923 | $1.7M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 26,532 | $1.4M | No change |
| CMCSA Comcast Corp. Class A | 0.02% | 31,094 | $977K | No change |
| GOOG Alphabet Inc. Class C | 0.02% | 3,790 | $923K | No change |
| USB US Bancorp | 0.02% | 15,000 | $725K | No change |
| ICLR Icon PLC | 0.01% | 3,000 | $525K | Reduce -40.0% |
| PGR Progressive Corp. | 0.01% | 1,746 | $431K | No change |
| MAR Marriott International Class A | 0.01% | 1,194 | $311K | No change |
| AMZN Amazon.com Inc. | 0.01% | 1,400 | $307K | No change |
| MSFT Microsoft Corp. | 0.01% | 525 | $272K | No change |
| META Meta Platforms Inc. Class A | 0.01% | 338 | $248K | No change |
| MA Mastercard Inc. Class A | 0.01% | 422 | $240K | No change |
| MCO Moody's Corp. | 0.01% | 471 | $224K | No change |
| V Visa Inc. Class A | 0.00% | 618 | $211K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| COF Capital One Financial Corp. | Reduce -47.4% | 4.76% | −4.18 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -24.1% | 5.71% | −1.40 |
| MRP Millrose Properties | Reduce -31.6% | 4.19% | −0.94 |
| DHI D.R. Horton Inc. | Reduce -38.7% | 2.79% | −0.63 |
| PRI Primerica Inc. | Reduce -8.6% | 4.85% | −0.32 |
| OMF Onemain Holdings Inc. | Reduce -1.0% | 10.22% | −0.07 |
| FG F&G Annuities & Life Inc. | Reduce -0.1% | 3.79% | −0.04 |
| UNH Unitedhealth Group 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 |
| ICLR Icon PLC | Reduce -40.0% | 0.01% | −0.00 |
| AM Antero Midstream Corp. | Reduce -1.7% | 0.84% | +0.02 |
| BLDR Builders Firstsource Inc. | Reduce -1.2% | 5.08% | +0.19 |
| LEN Lennar Corp. Class A | Reduce -7.0% | 5.87% | +0.40 |
| AN Autonation Inc. | Reduce -0.0% | 6.17% | +0.64 |
| SNX TD Synnex Corp. | Reduce -13.1% | 12.45% | +0.73 |
Portfolio Buys Q2 2025 → Q3 2025
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 |