What Glenn Greenberg Bought in Q1 2026
Brave Warrior Advisors · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$4.04B
Total Value
36
Holdings
6
New Buys
17
Reduced
In Q1 2026, Glenn Greenberg reported 36 long equity positions worth $4.04B in their Brave Warrior Advisors 13F filing, including 6 new positions (largest: ICON PLC at $331.6M) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % 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 | SLM | SLM CORP | 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 | FNF | 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 | $893K | 0.02% | — |
| 23 | MSFT | MICROSOFT CORP | 2025 | $750K | 0.02% | 285.7% |
| 24 | BAC | BANK AMERICA CORP | 14532 | $708K | 0.02% | -45.2% |
| 25 | HCA | HCA HEALTHCARE INC | 1333 | $631K | 0.02% | -66.0% |
| 26 | ARES-PB | ARES MANAGEMENT CORPORATION | 5000 | $546K | 0.01% | NEW |
| 27 | APO | APOLLO GLOBAL MGMT INC | 4500 | $501K | 0.01% | NEW |
| 28 | MAR | MARRIOTT INTL INC NEW | 1194 | $391K | 0.01% | — |
| 29 | PGR | PROGRESSIVE CORP | 1789 | $355K | 0.01% | +2.5% |
| 30 | AMAT | APPLIED MATLS INC | 961 | $328K | 0.01% | — |
| 31 | FAF | FIRST AMERN FINL CORP | 5000 | $301K | 0.01% | NEW |
| 32 | AMZN | AMAZON COM INC | 1400 | $292K | 0.01% | — |
| 33 | ET | ENERGY TRANSFER L P | 15000 | $290K | 0.01% | NEW |
| 34 | META | META PLATFORMS INC | 373 | $213K | 0.01% | +10.4% |
| 35 | MA | MASTERCARD INCORPORATED | 422 | $211K | 0.01% | — |
| 36 | MCO | MOODYS CORP | 471 | $205K | 0.01% | — |