Glenn Greenberg portfolio
Updated November 15, 2026
Glenn Greenberg (Brave Warrior Advisors) — A very concentrated portfolio of about ten companies he knows in depth.
According to the latest 13F report that Brave Warrior Advisors filed with the SEC (Q2 2026, filed August 14, 2026), its US stock portfolio is worth about $4.6B across 40 holdings. The largest positions are Icon PUB LTD CoICLR, Onemain Holdings IncOMF, TD Synnex CorpSNX, and the top 10 make up 74% of the portfolio.
| # | Stock | Weight | Value | Change this quarter |
|---|---|---|---|---|
| 1 | Icon PUB LTD CoICLR | 11.9% | $548M | Added +5% |
| 2 | Onemain Holdings IncOMF | 10.1% | $462M | Trimmed +2% |
| 3 | TD Synnex CorpSNX | 8.4% | $385M | Trimmed +6% |
| 4 | Elevance Health IncELV | 8.2% | $378M | Trimmed +13% |
| 5 | SLM CorpSLM | 7.6% | $347M | Trimmed +2% |
| 6 | Arthur J Gallagher & CoAJG | 6.4% | $295M | New buy |
| 7 | Autonation IncAN | 6.2% | $283M | Trimmed +2% |
| 8 | Ryanair Holdings Plc-sp ADRRYAAY | 5.6% | $256M | Added +30% |
| 9 | Primerica IncPRI | 5.4% | $246M | Trimmed +2% |
| 10 | Lennar Corp-aLEN | 4.7% | $215M | Trimmed +2% |
| 11 | Builders Firstsource IncBLDR | 4.6% | $209M | Trimmed +1% |
| 12 | Capital ONE Financial CorpCOF | 4.3% | $198M | Trimmed +2% |
| 13 | Millrose PropertiesMRP | 4.0% | $181M | Trimmed +29% |
| 14 | Mplx LPMPLX | 3.9% | $179M | Trimmed +2% |
| 15 | Fidelity National FinancialFNF | 3.5% | $163M | Trimmed +2% |
| 16 | DR Horton IncDHI | 2.4% | $111M | Trimmed +1% |
| 17 | F&G Annuities & Life IncFG | 1.4% | $66M | Trimmed +54% |
| 18 | Antero Midstream CorpAM | 0.9% | $41M | Trimmed +1% |
| 19 | Alphabet Inc-cl AGOOGL | 0.2% | $7M | — |
| 20 | HCA Healthcare IncHCA | 0.0% | $2M | Added +263% |
| 21 | Jpmorgan Chase & CoJPM | 0.0% | $2M | — |
| 22 | Sunbelt Rentals Holdings IncSUNB | 0.0% | $2M | — |
| 23 | Microsoft CorpMSFT | 0.0% | $2M | Added +111% |
| 24 | Alphabet Inc-cl CGOOG | 0.0% | $1M | — |
| 25 | Bank OF America CorpBAC | 0.0% | $828033 | — |
| 26 | Comcast Corp-class ACMCSA | 0.0% | $763358 | — |
| 27 | Applied Materials IncAMAT | 0.0% | $694803 | — |
| 28 | Amazon.com IncAMZN | 0.0% | $631601 | Added +89% |
| 29 | Mastercard Inc - AMA | 0.0% | $601939 | Added +178% |
| 30 | S&P Global IncSPGI | 0.0% | $570571 | New buy |
| 31 | NU Hldgs LTDNU | 0.0% | $534400 | New buy |
| 32 | Marriott International -CL AMAR | 0.0% | $442484 | — |
| 33 | Progressive CorpPGR | 0.0% | $390807 | — |
| 34 | Texas Instruments IncTXN | 0.0% | $301051 | New buy |
| 35 | Energy Transfer LPET | 0.0% | $286800 | — |
| 36 | Analog Devices IncADI | 0.0% | $243068 | New buy |
| 37 | Moody's CorpMCO | 0.0% | $213325 | — |
| 38 | Visa Inc-class A SharesV | 0.0% | $212030 | New buy |
| 39 | Meta Platforms Inc-class AMETA | 0.0% | $210107 | — |
| 40 | Unitedhealth Group IncUNH | 0.0% | $207399 | New buy |
Positions sold out
Ares Management Corp - AARES, Apollo Global Management IncAPO, First American FinancialFAF
Frequently asked questions
What does Glenn Greenberg own now?
According to the latest 13F (Q2 2026), the largest holdings are Icon PUB LTD CoICLR, Onemain Holdings IncOMF, TD Synnex CorpSNX. The full list is in the table above.
What is a 13F report?
US investment managers with more than $100 million in US stocks must list their holdings with the SEC within 45 days after each quarter ends.
Why is the data delayed?
Because 13F reports arrive up to 45 days after the quarter ends, the manager may have traded since then.
Should I copy this portfolio?
Knowing what great investors buy is a good source of ideas, but because of the delay and different goals, copying blindly is not recommended.
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