# Glenn Greenberg — Brave Warrior Advisors

Source: SEC EDGAR 13F filings (CIK 0001553733).
Page URL: https://superinvestorclub.com/manager/36
Last updated: 2026-07-08T11:36:07.831Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Glenn Greenberg reported 36 long equity positions in their Brave Warrior Advisors 13F filing, with a total reported value of $4.04B.

### About

Concentrated value investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | SNX | TD SYNNEX CORPORATION | 3053644 | $515.2M | 12.75% | -3.5% |
| 2 | OMF | ONEMAIN HLDGS INC | 7703307 | $412.0M | 10.20% | -0.5% |
| 3 | ICLR | ICON PLC | 2996811 | $331.6M | 8.21% | NEW |
| 4 | ELV | ELEVANCE HEALTH INC FORMERLY | 1122308 | $328.6M | 8.13% | -10.3% |
| 5 | AN | AUTONATION INC | 1547728 | $302.2M | 7.48% | -0.3% |
| 6 | SLMBP | SLM Corp (Preferred) | 13584368 | $290.8M | 7.20% | +5.9% |
| 7 | MRP | MILLROSE PPTYS INC | 8515897 | $238.4M | 5.90% | -1.0% |
| 8 | PRI | PRIMERICA INC | 879323 | $220.3M | 5.45% | +12.7% |
| 9 | LEN | LENNAR CORP | 2410050 | $209.3M | 5.18% | -0.1% |
| 10 | BLDR | BUILDERS FIRSTSOURCE INC | 2372292 | $195.3M | 4.83% | -0.3% |
| 11 | MPLXP | MPLX LP | 3253524 | $185.7M | 4.60% | -27.3% |
| 12 | COF | Capital One Financial | 1004304 | $183.2M | 4.53% | -0.5% |
| 13 | RYAOF | RYANAIR HOLDINGS PLC | 3039376 | $175.7M | 4.35% | -0.6% |
| 14 | FIS | FIDELITY NATL FINL INC | 3502213 | $162.4M | 4.02% | -0.5% |
| 15 | FG | F&G ANNUITIES & LIFE INC | 5353141 | $135.5M | 3.35% | -0.4% |
| 16 | DHI | D R HORTON INC | 693561 | $95.2M | 2.36% | -1.2% |
| 17 | AM | ANTERO MIDSTREAM CORP | 1839879 | $41.9M | 1.04% | -0.4% |
| 18 | GOOGL | ALPHABET INC | 20258 | $5.8M | 0.14% | — |
| 19 | JPM | JPMORGAN CHASE & CO | 5643 | $1.7M | 0.04% | — |
| 20 | SUNB | SUNBELT RENTALS HOLDINGS INC | 23762 | $1.5M | 0.04% | NEW |
| 21 | GOOG | ALPHABET INC | 3790 | $1.1M | 0.03% | — |
| 22 | CMCSA | Comcast Corporation | 31094 | $892,709 | 0.02% | — |
| 23 | MSFT | MICROSOFT CORP | 2025 | $749,594 | 0.02% | 285.7% |
| 24 | BAC | BANK AMERICA CORP | 14532 | $708,435 | 0.02% | -45.2% |
| 25 | HCA | HCA HEALTHCARE INC | 1333 | $630,829 | 0.02% | -66.0% |

## New positions this quarter (6)

- ICLR (ICON PLC): 2996811 shares, $331.6M
- SUNB (SUNBELT RENTALS HOLDINGS INC): 23762 shares, $1.5M
- ARES-PB (ARES MANAGEMENT CORPORATION): 5000 shares, $545,500
- APOS (APOLLO GLOBAL MGMT INC): 4500 shares, $501,390
- FR (FIRST AMERN FINL CORP): 5000 shares, $301,450
- ET (ENERGY TRANSFER L P): 15000 shares, $289,500

## Increased positions (4)

- SLMBP: 13584368 shares (+5.9%), $290.8M
- PRI: 879323 shares (+12.7%), $220.3M
- PGR: 1789 shares (+2.5%), $354,651
- META: 373 shares (+10.4%), $213,404

## Reduced positions (17)

- SNX: 3053644 shares (-3.5%), $515.2M
- OMF: 7703307 shares (-0.5%), $412.0M
- ELV: 1122308 shares (-10.3%), $328.6M
- AN: 1547728 shares (-0.3%), $302.2M
- MRP: 8515897 shares (-1.0%), $238.4M
- LEN: 2410050 shares (-0.1%), $209.3M
- BLDR: 2372292 shares (-0.3%), $195.3M
- MPLXP: 3253524 shares (-27.3%), $185.7M
- COF: 1004304 shares (-0.5%), $183.2M
- RYAOF: 3039376 shares (-0.6%), $175.7M
- FIS: 3502213 shares (-0.5%), $162.4M
- FG: 5353141 shares (-0.4%), $135.5M
- DHI: 693561 shares (-1.2%), $95.2M
- AM: 1839879 shares (-0.4%), $41.9M
- MSFT: 2025 shares (285.7%), $749,594
- BAC: 14532 shares (-45.2%), $708,435
- HCA: 1333 shares (-66.0%), $630,829

## Sold positions (3)

- USB: previously held 15000 shares worth $800,400
- V: previously held 618 shares worth $216,739
- SPGI: previously held 401 shares worth $209,559

## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-14)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)

## Citation

When citing, use: "Glenn Greenberg, Brave Warrior Advisors, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/36)".