Brave Warrior Advisors
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Glenn Greenberg's Brave Warrior Advisors reported 36 stock positions worth $4.0 billion. Its top holding was TD Synnex (SNX) at 12.8% of the portfolio, followed by Onemain (OMF, 10.2%) and Icon (ICLR, 8.2%). Compared with Q4 2025, it opened 6 new positions, sold out of 3, added to 5 and reduced 16. The biggest buy was a new position in Icon (ICLR) and the biggest sale Elevance Health (ELV, shares −10%).
- Most Recent 13F
- Q2 2026
- Notable People
- Glenn Greenberg
- Location
- New York, NY
- CIK
- 0001553733
- Portfolio Value
- $4.0B (Q1 2026)
- SEC Filing
- 0001172661-26-002294 ↗ filed May 15, 2026
Holdings Value
Holdings 36 stocks · $4.0B
| SNX TD Synnex Corp. | 12.75% | 3,053,644 | $515.2M | Reduce -3.5% |
| OMF Onemain Holdings Inc. | 10.20% | 7,703,307 | $412.0M | Reduce -0.5% |
| ICLR Icon PLC | 8.21% | 2,996,811 | $331.6M | New |
| ELV Elevance Health Inc. | 8.13% | 1,122,308 | $328.6M | Reduce -10.3% |
| AN Autonation Inc. | 7.48% | 1,547,728 | $302.2M | Reduce -0.3% |
| SLM SLM Corp. | 7.20% | 13,584,368 | $290.8M | Add +5.9% |
| MRP Millrose Properties | 5.90% | 8,515,897 | $238.4M | Reduce -1.0% |
| PRI Primerica Inc. | 5.45% | 879,323 | $220.3M | Add +12.7% |
| LEN Lennar Corp. Class A | 5.18% | 2,410,050 | $209.3M | Reduce -0.1% |
| BLDR Builders Firstsource Inc. | 4.83% | 2,372,292 | $195.3M | Reduce -0.3% |
| MPLX MPLX LP | 4.60% | 3,253,524 | $185.7M | Reduce -27.3% |
| COF Capital One Financial Corp. | 4.53% | 1,004,304 | $183.2M | Reduce -0.5% |
| RYAAY Ryanair Holdings PLC-SP ADR | 4.35% | 3,039,376 | $175.7M | Reduce -0.6% |
| FNF Fidelity National Financial | 4.02% | 3,502,213 | $162.4M | Reduce -0.5% |
| FG F&G Annuities & Life Inc. | 3.35% | 5,353,141 | $135.5M | Reduce -0.4% |
| DHI D.R. Horton Inc. | 2.36% | 693,561 | $95.2M | Reduce -1.2% |
| AM Antero Midstream Corp. | 1.04% | 1,839,879 | $41.9M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.14% | 20,258 | $5.8M | No change |
| JPM JPMorgan Chase & Co. | 0.04% | 5,643 | $1.7M | No change |
| SUNB Sunbelt Rentals Holdings Inc. | 0.04% | 23,762 | $1.5M | New |
| GOOG Alphabet Inc. Class C | 0.03% | 3,790 | $1.1M | No change |
| CMCSA Comcast Corp. Class A | 0.02% | 31,094 | $893K | No change |
| MSFT Microsoft Corp. | 0.02% | 2,025 | $750K | Add +285.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 14,532 | $708K | Reduce -45.2% |
| HCA HCA Healthcare Inc. | 0.02% | 1,333 | $631K | Reduce -66.0% |
| ARES Ares Management Corp. Class A | 0.01% | 5,000 | $546K | New |
| APO Apollo Global Management Inc. | 0.01% | 4,500 | $501K | New |
| MAR Marriott International Class A | 0.01% | 1,194 | $391K | No change |
| PGR Progressive Corp. | 0.01% | 1,789 | $355K | Add +2.5% |
| AMAT Applied Materials Inc. | 0.01% | 961 | $328K | No change |
| FAF First American Financial | 0.01% | 5,000 | $301K | New |
| AMZN Amazon.com Inc. | 0.01% | 1,400 | $292K | No change |
| ET Energy Transfer LP | 0.01% | 15,000 | $290K | New |
| META Meta Platforms Inc. Class A | 0.01% | 373 | $213K | Add +10.4% |
| MA Mastercard Inc. Class A | 0.01% | 422 | $211K | No change |
| MCO Moody's Corp. | 0.01% | 471 | $205K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| ELV Elevance Health Inc. | Reduce -10.3% | 8.13% | −2.15 |
| OMF Onemain Holdings Inc. | Reduce -0.5% | 10.20% | −2.05 |
| COF Capital One Financial Corp. | Reduce -0.5% | 4.53% | −1.19 |
| MPLX MPLX LP | Reduce -27.3% | 4.60% | −1.00 |
| BLDR Builders Firstsource Inc. | Reduce -0.3% | 4.83% | −0.90 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -0.6% | 4.35% | −0.82 |
| LEN Lennar Corp. Class A | Reduce -0.1% | 5.18% | −0.63 |
| FG F&G Annuities & Life Inc. | Reduce -0.4% | 3.35% | −0.53 |
| FNF Fidelity National Financial | Reduce -0.5% | 4.02% | −0.48 |
| MRP Millrose Properties | Reduce -1.0% | 5.90% | −0.12 |
| AN Autonation Inc. | Reduce -0.3% | 7.48% | −0.03 |
| HCA HCA Healthcare Inc. | Reduce -66.0% | 0.02% | −0.03 |
| USB US Bancorp | Sold out | 0.00% | −0.02 |
| BAC Bank of America Corp. | Reduce -45.2% | 0.02% | −0.02 |
| DHI D.R. Horton Inc. | Reduce -1.2% | 2.36% | −0.01 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.01 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.00 |
| AM Antero Midstream Corp. | Reduce -0.4% | 1.04% | +0.27 |
| SNX TD Synnex Corp. | Reduce -3.5% | 12.75% | +1.62 |
Portfolio Buys Q4 2025 → Q1 2026
| ICLR Icon PLC | New | 8.21% | +8.21 |
| PRI Primerica Inc. | Add +12.7% | 5.45% | +0.73 |
| SUNB Sunbelt Rentals Holdings Inc. | New | 0.04% | +0.04 |
| ARES Ares Management Corp. Class A | New | 0.01% | +0.01 |
| MSFT Microsoft Corp. | Add +285.7% | 0.02% | +0.01 |
| APO Apollo Global Management Inc. | New | 0.01% | +0.01 |
| FAF First American Financial | New | 0.01% | +0.01 |
| ET Energy Transfer LP | New | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +10.4% | 0.01% | +0.00 |
| PGR Progressive Corp. | Add +2.5% | 0.01% | −0.00 |
| SLM SLM Corp. | Add +5.9% | 7.20% | −0.94 |
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 |