What stocks does Glenn Greenberg own?

As of the Q1 '26 reporting period, Glenn Greenberg held 36 long equity positions in their Brave Warrior Advisors 13F filing, with a total reported value of $4.04B. Top positions: SNX, OMF, ICLR.

When did Glenn Greenberg last file a 13F?

Glenn Greenberg last filed a 13F report for the Q1 '26 period (filed 2026-05-15). 13F filings are required by the SEC within 45 days of quarter-end.

What is Glenn Greenberg's portfolio size?

Glenn Greenberg reported $4.04B in long equity positions across 36 holdings in their most recent SEC 13F filing. Note that 13F filings only cover long U.S. equity positions and exclude shorts, options, bonds, cash, and international holdings.

← All Managers

Glenn Greenberg

Name: Glenn Greenberg 13F Holdings
Creator: Glenn Greenberg
License: https://www.sec.gov/about/website-policies

Brave Warrior Advisors

Concentrated value investor

$4.04B

Portfolio Value

Holdings

Q1 '26

Period

2026-05-15

Filed

📈

Simulated 13F Return

⚠️ Approximation

Total Return

+19.13%

Q4 '24 → Q3 '25

Annualized

+26.39%/yr

S&P: +18.77%/yr

Alpha (vs S&P)

+5.41%

3 quarters tracked

1-Year Return

—

⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.

📈 Recent Activity

Changes from previous quarter

SNXREDUCED

12.8% of portfolio

-3% shares+1.6pp

OMFREDUCED

10.2% of portfolio

-0% shares-2.0pp

ICLRNEW

8.2% of portfolio

New position

ELVREDUCED

8.1% of portfolio

-10% shares-2.1pp

ANREDUCED

7.5% of portfolio

-0% shares-0.0pp

SLMBPINCREASED

7.2% of portfolio

+6% shares-0.9pp

MRPREDUCED

5.9% of portfolio

-1% shares-0.1pp

PRIINCREASED

5.5% of portfolio

+13% shares+0.7pp

LENREDUCED

5.2% of portfolio

-0% shares-0.6pp

BLDRREDUCED

4.8% of portfolio

-0% shares-0.9pp

MPLXPREDUCED

4.6% of portfolio

-27% shares-1.0pp

COFREDUCED

4.5% of portfolio

-0% shares-1.2pp

RYAOFREDUCED

4.3% of portfolio

-1% shares-0.8pp

FISREDUCED

4.0% of portfolio

-0% shares-0.5pp

FGREDUCED

3.4% of portfolio

-0% shares-0.5pp

DHIREDUCED

2.4% of portfolio

-1% shares-0.0pp

AMREDUCED

1.0% of portfolio

-0% shares+0.3pp

SUNBNEW

<0.1% of portfolio

New position

MSFTREDUCED

<0.1% of portfolio

+286% shares+0.0pp

BACREDUCED

<0.1% of portfolio

-45% shares-0.0pp

HCAREDUCED

<0.1% of portfolio

-66% shares-0.0pp

ARES-PBNEW

<0.1% of portfolio

New position

APOSNEW

<0.1% of portfolio

New position

PGRINCREASED

<0.1% of portfolio

+2% shares

FRNEW

<0.1% of portfolio

New position

ETNEW

<0.1% of portfolio

New position

METAINCREASED

<0.1% of portfolio

+10% shares

USBSOLD

was <0.1%

Sold out position

Filing price: $53.36

VSOLD

was <0.1%

Sold out position

Filing price: $350.71

SPGISOLD

was <0.1%

Sold out position

Filing price: $522.59

Sold Out (3)

SOLDVVISA INCwas 0.01%@$350.71

SOLDUSBUS BANCORP DELwas 0.02%@$53.36

SOLDSPGIS&P GLOBAL INCwas 0.00%@$522.59

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 87.0%Healthcare 8.1%Financials 4.6%Technology 0.2%Communication Services 0.0%+1 more (0.0%)

💼 Holdings

🔍

36 of 36 positions · $4.04B

This quarter: 6 new positions, increased 4, reduced 17, sold 3. Net seller.

#	Stock	% Portfolio▼	Activity	Shares	Reported Price	Value	Current Price	+/- Reported	52w Low	52w High	SEC
1	SNXTD SYNNEX CORPORATION	12.8%	Reduce 3.46%	3053644	$168.71	$515.2M	—	—	—	—	📄
2	OMFONEMAIN HLDGS INC	10.2%	Reduce 0.46%	7703307	$53.49	$412.0M	—	—	—	—	📄
3	ICLRICON PLC	8.2%	Buy	2996811	$110.66	$331.6M	—	—	—	—	📄
4	ELVELEVANCE HEALTH INC FORMERLY	8.1%	Reduce 10.34%	1122308	$292.75	$328.6M	—	—	—	—	📄
5	ANAUTONATION INC	7.5%	Reduce 0.32%	1547728	$195.26	$302.2M	—	—	—	—	📄
6	SLMBPSLM Corp (Preferred)	7.2%	Add 5.86%	13584368	$21.41	$290.8M	—	—	—	—	📄
7	MRPMILLROSE PPTYS INC	5.9%	Reduce 0.98%	8515897	$28.00	$238.4M	—	—	—	—	📄
8	PRIPRIMERICA INC	5.5%	Add 12.72%	879323	$250.48	$220.3M	—	—	—	—	📄
9	LENLENNAR CORP	5.2%	Reduce 0.06%	2410050	$86.84	$209.3M	—	—	—	—	📄
10	BLDRBUILDERS FIRSTSOURCE INC	4.8%	Reduce 0.29%	2372292	$82.33	$195.3M	—	—	—	—	📄
11	MPLXPMPLX LP	4.6%	Reduce 27.28%	3253524	$57.07	$185.7M	—	—	—	—	📄
12	COFCapital One Financial	4.5%	Reduce 0.45%	1004304	$182.43	$183.2M	—	—	—	—	📄
13	RYAOFRYANAIR HOLDINGS PLC	4.3%	Reduce 0.57%	3039376	$57.80	$175.7M	—	—	—	—	📄
14	FISFIDELITY NATL FINL INC	4.0%	Reduce 0.48%	3502213	$46.38	$162.4M	—	—	—	—	📄
15	FGF&G ANNUITIES & LIFE INC	3.4%	Reduce 0.44%	5353141	$25.32	$135.5M	—	—	—	—	📄
16	DHID R HORTON INC	2.4%	Reduce 1.18%	693561	$137.22	$95.2M	—	—	—	—	📄
17	AMANTERO MIDSTREAM CORP	1.0%	Reduce 0.44%	1839879	$22.80	$41.9M	—	—	—	—	📄
18	GOOGLALPHABET INC	0.1%	Held	20258	$287.56	$5.8M	—	—	—	—	📄
19	JPMJPMORGAN CHASE & CO	<0.1%	Held	5643	$294.16	$1.7M	—	—	—	—	📄
20	SUNBSUNBELT RENTALS HOLDINGS INC	<0.1%	Buy	23762	$65.09	$1.5M	—	—	—	—	📄
21	GOOGALPHABET INC	<0.1%	Held	3790	$286.86	$1.1M	—	—	—	—	📄
22	CMCSAComcast Corporation	<0.1%	Held	31094	$28.71	$893K	—	—	—	—	📄
23	MSFTMICROSOFT CORP	<0.1%	Reduce 285.71%	2025	$370.17	$750K	—	—	—	—	📄
24	BACBANK AMERICA CORP	<0.1%	Reduce 45.23%	14532	$48.75	$708K	—	—	—	—	📄
25	HCAHCA HEALTHCARE INC	<0.1%	Reduce 66.02%	1333	$473.24	$631K	—	—	—	—	📄