Glenn Greenberg — Recent Buys

Brave Warrior Advisors · New and increased positions in the Q2 '26 13F filing.

Filed August 14, 2026 · Last updated

Glenn Greenberg opened 7 new positions and increased 7 existing holdings in the Q2 '26 filing — a combined buy footprint of $1.68B. Largest new position: GALLAGHER ARTHUR J & CO at $295.0M.

New positions (7)

TickerCompanySharesValue% Portfolio
AJGGALLAGHER ARTHUR J & CO1285022$295.0M6.43%
SPGIS&P GLOBAL INC1401$571K0.01%
NUNU HLDGS LTD40000$534K0.01%
TXNTEXAS INSTRS INC1010$301K0.01%
ADIANALOG DEVICES INC612$243K0.01%
VVISA INC618$212K0.00%
UNHUNITEDHEALTH GROUP INC499$207K0.00%

Increased positions (7)

TickerCompanySharesValue% PortfolioChange
ICLRICON PUB LTD CO3153308$547.8M11.94%+5.2%
ELVELEVANCE HEALTH INC FORMERLY976885$377.8M8.23%+-13.0%
RYAOFRYANAIR HOLDINGS PLC3958684$256.3M5.59%+30.2%
COFCapital One Financial988973$198.4M4.32%+-1.5%
HCAHCA HEALTHCARE INC4833$1.9M0.04%+262.6%
MSFTMICROSOFT CORP4275$1.6M0.03%+111.1%
AMZNAMAZON COM INC2650$632K0.01%+89.3%
Full portfolio →Recent sells →Most bought stocks this quarter →