Great investors · Glenn Greenberg · Q1 2026
What Glenn Greenberg bought and sold in Q1 2026
Brave Warrior Advisors 13F portfolio as of Mar 31, 2026: 36 positions worth $4.0 bn. Largest: SNX, OMF, ICLR, ELV. Filed with the SEC on May 15, 2026.
The 13F is filed by Brave Warrior Advisors, not by Glenn Greenberg personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q1 2026
Sells in Q1 2026
- ReducedMPLXMPLX−1.6 pp
- ReducedElevance HealthELV−0.9 pp
4 companies with material moves, out of 19 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
Brave Warrior Advisors's Q1 2026 13F lists 36 lines of US-listed securities worth $4.0 bn; the largest is SNX at 12.8% of the portfolio. It was accepted by the SEC on May 15, 2026 at 4:06 PM ET.
Against the previous quarter, it opened 6 positions (ICLR, SUNB, ARES and APO and 2 more), closed 3 (USB, V and SPGI), added to 5 (PRI, SLM, MSFT and META and 1 more) and trimmed 6 (MPLX, ELV, SNX and DHI and 2 more). 19 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | TD Synnex SNX | 3.1 M | $515M | 12.8% | −3.5% |
| 2 | Onemain Holdings OMF | 7.7 M | $412M | 10.2% | no change |
| 3 | Icon ICLR | 3.0 M | $332M | 8.21% | new |
| 4 | Elevance Health ELV | 1.1 M | $329M | 8.13% | −10% |
| 5 | Autonation AN | 1.5 M | $302M | 7.48% | no change |
| 6 | SLM SLM | 13.6 M | $291M | 7.20% | +5.9% |
| 7 | Millrose Properties MRP | 8.5 M | $238M | 5.90% | no change |
| 8 | Primerica PRI | 879,323 | $220M | 5.45% | +13% |
| 9 | Lennar LEN | 2.4 M | $209M | 5.18% | no change |
| 10 | Builders Firstsource BLDR | 2.4 M | $195M | 4.83% | no change |
| 11 | MPLX MPLX | 3.3 M | $186M | 4.60% | −27% |
| 12 | Capital One Financial COF | 1.0 M | $183M | 4.53% | no change |
| 13 | Ryanair Holdings RYAAY | 3.0 M | $176M | 4.35% | no change |
| 14 | Fidelity National Financial FNF | 3.5 M | $162M | 4.02% | no change |
| 15 | F&G Annuities & Life FG | 5.4 M | $136M | 3.35% | no change |
| 16 | D.R. Horton DHI | 693,561 | $95.2M | 2.36% | −1.2% |
| 17 | Antero Midstream AM | 1.8 M | $41.9M | 1.04% | no change |
| 18 | Alphabet GOOGL | 20,258 | $5.8M | 0.14% | no change |
| 19 | JPMorgan Chase JPM | 5,643 | $1.7M | 0.04% | no change |
| 20 | Sunbelt Rentals Holdings SUNB | 23,762 | $1.5M | 0.04% | new |
| 21 | Alphabet GOOG | 3,790 | $1.1M | 0.03% | no change |
| 22 | Comcast CMCSA | 31,094 | $893K | 0.02% | no change |
| 23 | Microsoft MSFT | 2,025 | $750K | 0.02% | +286% |
| 24 | Bank of America BAC | 14,532 | $708K | 0.02% | −45% |
| 25 | HCA Healthcare HCA | 1,333 | $631K | 0.02% | −66% |
| 26 | ARES Management ARES | 5,000 | $546K | 0.01% | new |
| 27 | Apollo Global Management APO | 4,500 | $501K | 0.01% | new |
| 28 | Marriott International MAR | 1,194 | $391K | 0.01% | no change |
| 29 | Progressive PGR | 1,789 | $355K | 0.01% | +2.5% |
| 30 | Applied Materials AMAT | 961 | $328K | 0.01% | no change |
| 31 | First American Financial FAF | 5,000 | $301K | 0.01% | new |
| 32 | Amazon.com AMZN | 1,400 | $292K | 0.01% | no change |
| 33 | Energy Transfer ET | 15,000 | $290K | 0.01% | new |
| 34 | Meta Platforms META | 373 | $213K | 0.01% | +10% |
| 35 | Mastercard MA | 422 | $211K | 0.01% | no change |
| 36 | Moody's MCO | 471 | $205K | 0.01% | no change |
Positions it closed (3)
- US Bancorp \de\ USBwas 0.02% · 15,000 shares
- Visa Vwas 0.01% · 618 shares
- S&P Global SPGIwas 0.00% · 401 shares
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: Brave Warrior Advisors's 13F filings on EDGAR (SEC) ↗
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.