Great investors · Glenn Greenberg · Q2 2026
What Glenn Greenberg bought and sold in Q2 2026
Brave Warrior Advisors 13F portfolio as of Jun 30, 2026: 40 positions worth $4.6 bn. Largest: ICLR, OMF, SNX, ELV. Filed with the SEC on Aug 14, 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 Q2 2026
- NewArthur J. GallagherAJG+6.4 pp
- IncreasedRyanair HoldingsRYAAY+1.3 pp
- IncreasedIconICLR+0.6 pp
Sells in Q2 2026
- ReducedTD SynnexSNX−9.4 pp
- ReducedF&G Annuities & LifeFG−1.7 pp
- ReducedMillrose PropertiesMRP−1.6 pp
- ReducedElevance HealthELV−1.2 pp
7 companies with material moves, out of 30 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 Q2 2026 13F lists 40 lines of US-listed securities worth $4.6 bn; the largest is ICLR at 11.9% of the portfolio. It was accepted by the SEC on Aug 14, 2026 at 4:00 PM ET.
Against the previous quarter, it opened 7 positions (AJG, SPGI, NU and TXN and 3 more), closed 3 (ARES, APO and FAF), added to 6 (RYAAY, ICLR, HCA and MSFT and 2 more) and trimmed 14 (SNX, MRP, ELV and FG and 10 more). 13 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Icon ICLR | 3.2 M | $548M | 11.9% | +5.2% |
| 2 | Onemain Holdings OMF | 7.6 M | $462M | 10.1% | −1.5% |
| 3 | TD Synnex SNX | 1.4 M | $385M | 8.40% | −53% |
| 4 | Elevance Health ELV | 976,885 | $378M | 8.23% | −13% |
| 5 | SLM SLM | 13.4 M | $347M | 7.56% | −1.5% |
| 6 | Arthur J. Gallagher AJG | 1.3 M | $295M | 6.43% | new |
| 7 | Autonation AN | 1.5 M | $283M | 6.17% | −1.5% |
| 8 | Ryanair Holdings RYAAY | 4.0 M | $256M | 5.59% | +30% |
| 9 | Primerica PRI | 865,863 | $246M | 5.36% | −1.5% |
| 10 | Lennar LEN | 2.4 M | $215M | 4.68% | −1.5% |
| 11 | Builders Firstsource BLDR | 2.3 M | $209M | 4.56% | −1.3% |
| 12 | Capital One Financial COF | 988,973 | $198M | 4.32% | −1.5% |
| 13 | Millrose Properties MRP | 6.0 M | $181M | 3.95% | −29% |
| 14 | MPLX MPLX | 3.2 M | $179M | 3.90% | −2.2% |
| 15 | Fidelity National Financial FNF | 3.4 M | $163M | 3.54% | −1.6% |
| 16 | D.R. Horton DHI | 684,478 | $111M | 2.43% | −1.3% |
| 17 | F&G Annuities & Life FG | 2.5 M | $66.0M | 1.44% | −54% |
| 18 | Antero Midstream AM | 1.8 M | $41.5M | 0.90% | no change |
| 19 | Alphabet GOOGL | 20,258 | $7.2M | 0.16% | no change |
| 20 | HCA Healthcare HCA | 4,833 | $1.9M | 0.04% | +263% |
| 21 | JPMorgan Chase JPM | 5,643 | $1.8M | 0.04% | no change |
| 22 | Sunbelt Rentals Holdings SUNB | 23,762 | $1.8M | 0.04% | no change |
| 23 | Microsoft MSFT | 4,275 | $1.6M | 0.03% | +111% |
| 24 | Alphabet GOOG | 3,790 | $1.3M | 0.03% | no change |
| 25 | Bank of America BAC | 14,532 | $828K | 0.02% | no change |
| 26 | Comcast CMCSA | 31,094 | $763K | 0.02% | no change |
| 27 | Applied Materials AMAT | 961 | $695K | 0.02% | no change |
| 28 | Amazon.com AMZN | 2,650 | $632K | 0.01% | +89% |
| 29 | Mastercard MA | 1,172 | $602K | 0.01% | +178% |
| 30 | S&P Global SPGI | 1,401 | $571K | 0.01% | new |
| 31 | Nu Holdings NU | 40,000 | $534K | 0.01% | new |
| 32 | Marriott International MAR | 1,194 | $442K | 0.01% | no change |
| 33 | Progressive PGR | 1,789 | $391K | 0.01% | no change |
| 34 | Texas Instruments TXN | 1,010 | $301K | 0.01% | new |
| 35 | Energy Transfer ET | 15,000 | $287K | 0.01% | no change |
| 36 | Analog Devices ADI | 612 | $243K | 0.01% | new |
| 37 | Moody's MCO | 471 | $213K | 0.00% | no change |
| 38 | Visa V | 618 | $212K | 0.00% | new |
| 39 | Meta Platforms META | 373 | $210K | 0.00% | no change |
| 40 | UnitedHealth Group UNH | 499 | $207K | 0.00% | new |
Positions it closed (3)
- ARES Management ARESwas 0.01% · 5,000 shares
- Apollo Global Management APOwas 0.01% · 4,500 shares
- First American Financial FAFwas 0.01% · 5,000 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.