What Glenn Greenberg Bought in Q2 2026
Brave Warrior Advisors · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$4.59B
Total Value
40
Holdings
7
New Buys
14
Reduced
In Q2 2026, Glenn Greenberg reported 40 long equity positions worth $4.59B in their Brave Warrior Advisors 13F filing, including 7 new positions (largest: GALLAGHER ARTHUR J & CO at $295.0M) and 7 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ICLR | ICON PUB LTD CO | 3153308 | $547.8M | 11.94% | +5.2% |
| 2 | OMF | ONEMAIN HLDGS INC | 7585152 | $462.5M | 10.08% | -1.5% |
| 3 | SNX | TD SYNNEX CORPORATION | 1441630 | $385.4M | 8.40% | -52.8% |
| 4 | ELV | ELEVANCE HEALTH INC FORMERLY | 976885 | $377.8M | 8.23% | +-13.0% |
| 5 | SLM | SLM CORP | 13381145 | $347.1M | 7.56% | -1.5% |
| 6 | AJG | GALLAGHER ARTHUR J & CO | 1285022 | $295.0M | 6.43% | NEW |
| 7 | AN | AUTONATION INC | 1524124 | $283.2M | 6.17% | -1.5% |
| 8 | RYAOF | RYANAIR HOLDINGS PLC | 3958684 | $256.3M | 5.59% | +30.2% |
| 9 | PRI | PRIMERICA INC | 865863 | $246.1M | 5.36% | -1.5% |
| 10 | LEN | LENNAR CORP | 2373177 | $214.7M | 4.68% | -1.5% |
| 11 | BLDR | BUILDERS FIRSTSOURCE INC | 2340571 | $209.4M | 4.56% | -1.3% |
| 12 | COF | Capital One Financial | 988973 | $198.4M | 4.32% | +-1.5% |
| 13 | MRP | MILLROSE PPTYS INC | 6030725 | $181.2M | 3.95% | -29.2% |
| 14 | MPLXP | MPLX LP | 3180534 | $179.2M | 3.90% | -2.2% |
| 15 | FNF | FIDELITY NATL FINL INC | 3446864 | $162.6M | 3.54% | -1.6% |
| 16 | DHI | D R HORTON INC | 684478 | $111.5M | 2.43% | -1.3% |
| 17 | FG | F&G ANNUITIES & LIFE INC | 2482417 | $66.0M | 1.44% | -53.6% |
| 18 | AM | ANTERO MIDSTREAM CORP | 1823631 | $41.5M | 0.90% | -0.9% |
| 19 | GOOGL | ALPHABET INC | 20258 | $7.2M | 0.16% | — |
| 20 | HCA | HCA HEALTHCARE INC | 4833 | $1.9M | 0.04% | +262.6% |
| 21 | JPM | JPMORGAN CHASE & CO | 5643 | $1.8M | 0.04% | — |
| 22 | SUNB | SUNBELT RENTALS HOLDINGS INC | 23762 | $1.8M | 0.04% | — |
| 23 | MSFT | MICROSOFT CORP | 4275 | $1.6M | 0.03% | +111.1% |
| 24 | GOOG | ALPHABET INC | 3790 | $1.3M | 0.03% | — |
| 25 | BAC | BANK OF AMER CORP | 14532 | $828K | 0.02% | — |
| 26 | CMCSA | Comcast Corporation | 31094 | $763K | 0.02% | — |
| 27 | AMAT | APPLIED MATLS INC | 961 | $695K | 0.02% | — |
| 28 | AMZN | AMAZON COM INC | 2650 | $632K | 0.01% | +89.3% |
| 29 | MA | MASTERCARD INCORPORATED | 1172 | $602K | 0.01% | 177.7% |
| 30 | SPGI | S&P GLOBAL INC | 1401 | $571K | 0.01% | NEW |
| 31 | NU | NU HLDGS LTD | 40000 | $534K | 0.01% | NEW |
| 32 | MAR | MARRIOTT INTL INC NEW | 1194 | $442K | 0.01% | — |
| 33 | PGR | PROGRESSIVE CORP | 1789 | $391K | 0.01% | — |
| 34 | TXN | TEXAS INSTRS INC | 1010 | $301K | 0.01% | NEW |
| 35 | ET | ENERGY TRANSFER L P | 15000 | $287K | 0.01% | — |
| 36 | ADI | ANALOG DEVICES INC | 612 | $243K | 0.01% | NEW |
| 37 | MCO | MOODYS CORP | 471 | $213K | 0.00% | — |
| 38 | V | VISA INC | 618 | $212K | 0.00% | NEW |
| 39 | META | META PLATFORMS INC | 373 | $210K | 0.00% | — |
| 40 | UNH | UNITEDHEALTH GROUP INC | 499 | $207K | 0.00% | NEW |