Great investors · Glenn Greenberg
Glenn Greenberg portfolio · Q2 2026
Glenn Greenberg, founder of Brave Warrior Advisors. This is the stock portfolio Brave Warrior Advisors reported to the SEC (Form 13F) as of Jun 30, 2026, filed on Aug 14, 2026.
The 13F is filed by the firm, not the person: when this page says what Glenn Greenberg “owns” or “bought”, it means the positions of Brave Warrior Advisors as a whole.
Next 13F: Q3 2026 usually filed ~Nov 16, 2026; deadline Nov 16, 2026. See the quarter page →
What stocks does Glenn Greenberg own?
The largest positions of Brave Warrior Advisors in Q2 2026 are ICLR, OMF, SNX, ELV, SLM.
- 1IconICLRIncreased11.9%Since Q1 2026 · 2 quartersIt bought in 2 quarters. Quarter-end prices of those quarters per 13F: $110.66 to $173.71.
- 2Onemain HoldingsOMFReduced10.1%Since Q2 2022 · 17 quartersIt bought in 8 quarters. Quarter-end prices of those quarters per 13F: $29.52 to $57.00.
- 3TD SynnexSNXReduced8.4%Since Q1 2024 · 10 quartersIt bought in 4 quarters. Quarter-end prices of those quarters per 13F: $113.10 to $120.08.
- 4Elevance HealthELVReduced8.2%Since Q3 2019 · 28 quartersIt bought in 9 quarters. Quarter-end prices of those quarters per 13F: $227.04 to $471.56.
- 5SLMSLMReduced7.6%Since Q1 2025 · 6 quartersIt bought in 5 quarters. Quarter-end prices of those quarters per 13F: $21.41 to $32.79.
- 6Arthur J. GallagherAJGNew6.4%Since Q2 2026 · 1 quarterIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $229.57.
- 7AutonationANReduced6.2%Since Q4 2022 · 15 quartersIt bought in 8 quarters. Quarter-end prices of those quarters per 13F: $107.30 to $206.48.
- 8Ryanair HoldingsRYAAYIncreased5.6%Since Q4 2023 · 11 quartersIt bought in 5 quarters. Quarter-end prices of those quarters per 13F: $43.59 to $133.36.
- 9PrimericaPRIReduced5.4%Since at least Q2 2013 · 53 quartersIt bought in 17 quarters. Quarter-end prices of those quarters per 13F: $37.44 to $258.36.
- 10LennarLENReduced4.7%Since Q1 2022 · 18 quartersIt bought in 9 quarters. Quarter-end prices of those quarters per 13F: $70.57 to $187.48.
Where there are two tickers (e.g. GOOGL · GOOG) they are two share classes of the same company and the weight is the sum: that is why there are 39 rows here and the 13F has 40 positions.
“Since”: first quarter of the current run, unbroken until today. Prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
What did Glenn Greenberg buy in Q2 2026?
- NewArthur J. GallagherAJG6.4% of portfolio
- IncreasedRyanair HoldingsRYAAY+30% shares · 5.6% of portfolio
- IncreasedIconICLR+5.2% shares · 11.9% of portfolio
- IncreasedHCA HealthcareHCA+263% shares · under 0.1% of portfolio
- IncreasedMicrosoftMSFT+111% shares · under 0.1% of portfolio
- NewS&P GlobalSPGIunder 0.1% of portfolio
- NewNu HoldingsNUunder 0.1% of portfolio
- IncreasedMastercardMA+178% shares · under 0.1% of portfolio
What did Glenn Greenberg sell in Q2 2026?
- ReducedTD SynnexSNX−53% shares · 8.4% of portfolio
- ReducedF&G Annuities & LifeFG−54% shares · 1.4% of portfolio
- ReducedMillrose PropertiesMRP−29% shares · 3.9% of portfolio
- ReducedElevance HealthELV−13% shares · 8.2% of portfolio
- ReducedOnemain HoldingsOMF−1.5% shares · 10.1% of portfolio
- ReducedSLMSLM−1.5% shares · 7.6% of portfolio
- ReducedAutonationAN−1.5% shares · 6.2% of portfolio
- ReducedMPLXMPLX−2.2% shares · 3.9% of portfolio
13 positions opened or added to and 17 trimmed or closed, against the previous quarter's 13F. Each is measured the same way across the page: how much the share count changed and its weight in the portfolio today (share classes of the same company added together). The 13F has 30 positions with a change, 7 of them material (0.5 points of the portfolio or more). All full exits are listed, even those that moved less than 0.5 points of the portfolio.
How its portfolio changed (8 quarters)
Q2 2026: 40
Q2 2026: 74%
Q2 2026: 11.6%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Source: SEC 13F filings show the portfolio at quarter end and are filed up to 45 days later: positions may have changed. They only cover U.S.-listed stocks and some others; no short positions or cash. Not investment advice.