Brave Warrior Advisors
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Glenn Greenberg's Brave Warrior Advisors reported 33 stock positions worth $4.3 billion. Its top holding was Onemain (OMF) at 12.2% of the portfolio, followed by TD Synnex (SNX, 11.1%) and Elevance Health (ELV, 10.3%). Compared with Q3 2025, it opened 2 new positions, sold out of 2, added to 10 and reduced 7. The biggest buy was Millrose Properties (MRP, shares +60%) and the biggest sale Elevance Health (ELV, shares −32%).
- Most Recent 13F
- Q2 2026
- Notable People
- Glenn Greenberg
- Location
- New York, NY
- CIK
- 0001553733
- Portfolio Value
- $4.3B (Q4 2025)
- SEC Filing
- 0001172661-26-001068 ↗ filed Feb 17, 2026
Holdings Value
Holdings 33 stocks · $4.3B
| OMF Onemain Holdings Inc. | 12.25% | 7,739,293 | $522.8M | Reduce -0.7% |
| SNX TD Synnex Corp. | 11.13% | 3,163,239 | $475.2M | Reduce -3.4% |
| ELV Elevance Health Inc. | 10.28% | 1,251,803 | $438.8M | Reduce -31.7% |
| SLM SLM Corp. | 8.13% | 12,831,965 | $347.2M | Add +10.1% |
| AN Autonation Inc. | 7.51% | 1,552,741 | $320.6M | Add +27.9% |
| MRP Millrose Properties | 6.02% | 8,600,224 | $256.9M | Add +60.0% |
| LEN Lennar Corp. Class A | 5.81% | 2,411,414 | $247.9M | Add +20.2% |
| BLDR Builders Firstsource Inc. | 5.73% | 2,379,145 | $244.8M | Add +31.8% |
| COF Capital One Financial Corp. | 5.73% | 1,008,862 | $244.5M | Add +4.6% |
| MPLX MPLX LP | 5.59% | 4,474,115 | $238.8M | Add +0.1% |
| RYAAY Ryanair Holdings PLC-SP ADR | 5.17% | 3,056,698 | $220.7M | Reduce -25.2% |
| PRI Primerica Inc. | 4.72% | 780,125 | $201.6M | Add +3.6% |
| FNF Fidelity National Financial | 4.50% | 3,519,089 | $192.1M | Add +0.8% |
| FG F&G Annuities & Life Inc. | 3.89% | 5,377,029 | $165.9M | Add +3.0% |
| DHI D.R. Horton Inc. | 2.37% | 701,822 | $101.1M | Reduce -1.0% |
| AM Antero Midstream Corp. | 0.77% | 1,847,972 | $32.9M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 0.15% | 20,258 | $6.3M | Reduce -7.3% |
| HCA HCA Healthcare Inc. | 0.04% | 3,923 | $1.8M | No change |
| JPM JPMorgan Chase & Co. | 0.04% | 5,643 | $1.8M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 26,532 | $1.5M | No change |
| GOOG Alphabet Inc. Class C | 0.03% | 3,790 | $1.2M | No change |
| CMCSA Comcast Corp. Class A | 0.02% | 31,094 | $929K | No change |
| USB US Bancorp | 0.02% | 15,000 | $800K | No change |
| PGR Progressive Corp. | 0.01% | 1,746 | $398K | No change |
| MAR Marriott International Class A | 0.01% | 1,194 | $370K | No change |
| AMZN Amazon.com Inc. | 0.01% | 1,400 | $323K | No change |
| MSFT Microsoft Corp. | 0.01% | 525 | $254K | No change |
| AMAT Applied Materials Inc. | 0.01% | 961 | $247K | New |
| MA Mastercard Inc. Class A | 0.01% | 422 | $241K | No change |
| MCO Moody's Corp. | 0.01% | 471 | $241K | No change |
| META Meta Platforms Inc. Class A | 0.01% | 338 | $223K | No change |
| V Visa Inc. Class A | 0.01% | 618 | $217K | No change |
| SPGI S&P Global Inc. | 0.00% | 401 | $210K | New |
Portfolio Sells Q3 2025 → Q4 2025
| ELV Elevance Health Inc. | Reduce -31.7% | 10.28% | −3.48 |
| KNTK Kinetik Holdings Inc. | Sold out | 0.00% | −1.60 |
| SNX TD Synnex Corp. | Reduce -3.4% | 11.13% | −1.32 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -25.2% | 5.17% | −0.54 |
| DHI D.R. Horton Inc. | Reduce -1.0% | 2.37% | −0.42 |
| AM Antero Midstream Corp. | Reduce -0.9% | 0.77% | −0.07 |
| ICLR Icon PLC | Sold out | 0.00% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -7.3% | 0.15% | +0.03 |
| OMF Onemain Holdings Inc. | Reduce -0.7% | 12.25% | +2.03 |
Portfolio Buys Q3 2025 → Q4 2025
| MRP Millrose Properties | Add +60.0% | 6.02% | +1.82 |
| AN Autonation Inc. | Add +27.9% | 7.51% | +1.35 |
| COF Capital One Financial Corp. | Add +4.6% | 5.73% | +0.97 |
| BLDR Builders Firstsource Inc. | Add +31.8% | 5.73% | +0.65 |
| SLM SLM Corp. | Add +10.1% | 8.13% | +0.64 |
| MPLX MPLX LP | Add +0.1% | 5.59% | +0.41 |
| FG F&G Annuities & Life Inc. | Add +3.0% | 3.89% | +0.10 |
| AMAT Applied Materials Inc. | New | 0.01% | +0.01 |
| SPGI S&P Global Inc. | New | 0.00% | +0.00 |
| LEN Lennar Corp. Class A | Add +20.2% | 5.81% | −0.06 |
| PRI Primerica Inc. | Add +3.6% | 4.72% | −0.13 |
| FNF Fidelity National Financial | Add +0.8% | 4.50% | −0.40 |
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 |