Glenn Greenberg portfolio: what Brave Warrior Advisors holds
A concentrated value investor who holds only a few convictions and co-founded Chieftain Capital.
Stock portfolio value
$4.6B
Stock positions
40
Report date
30 June 2026
Filed
14 August 2026
Largest positions
| # | Company | Weight | Value | Last quarter |
|---|---|---|---|---|
| 1 | Icon Pub Ltd Co | 11.9% | $547.8M | Added +5% |
| 2 | Onemain Hldgs IncOMF | 10.1% | $462.5M | Trimmed -2% |
| 3 | Td Synnex CorporationSNX | 8.4% | $385.4M | Trimmed -53% |
| 4 | Elevance Health Inc FormerlyELV | 8.2% | $377.8M | Trimmed -13% |
| 5 | Slm CorpSLM | 7.6% | $347.1M | Trimmed -1% |
| 6 | Gallagher Arthur J & CoAJG | 6.4% | $295.0M | New |
| 7 | Autonation IncAN | 6.2% | $283.2M | Trimmed -2% |
| 8 | Ryanair Holdings PlcRYAAY | 5.6% | $256.3M | Added +30% |
| 9 | Primerica IncPRI | 5.4% | $246.1M | Trimmed -2% |
| 10 | Lennar CorpLEN | 4.7% | $214.7M | Trimmed -2% |
| 11 | Builders Firstsource IncBLDR | 4.6% | $209.4M | Trimmed -1% |
| 12 | Capital One Finl CorpCOF | 4.3% | $198.4M | Trimmed -2% |
| 13 | Millrose Pptys IncMRP | 3.9% | $181.2M | Trimmed -29% |
| 14 | Mplx LpMPLX | 3.9% | $179.2M | Trimmed -2% |
| 15 | Fidelity Natl Finl IncFNF | 3.5% | $162.6M | Trimmed -2% |
| 16 | D R Horton IncDHI | 2.4% | $111.5M | Trimmed -1% |
| 17 | F&G Annuities & Life IncFG | 1.4% | $66.0M | Trimmed -54% |
| 18 | Antero Midstream CorpAM | 0.9% | $41.5M | Trimmed -1% |
| 19 | Alphabet Inc (Cap Stk Cl A)GOOGL | 0.2% | $7.2M | — |
| 20 | Hca Healthcare IncHCA | 0% | $1.9M | Added +263% |
New positions last quarter
- Gallagher Arthur J & Co$295.0M
- S&P Global Inc$570,571
- Nu Hldgs Ltd$534,400
- Texas Instrs Inc$301,051
- Analog Devices Inc$243,068
- Visa Inc$212,030
- Unitedhealth Group Inc$207,399
Positions sold
- Ares Management Corporation$545,500
- Apollo Global Mgmt Inc$501,390
- First Amern Finl Corp$301,450
Source: SEC filing. Values count stock positions only; options are left out of the totals and tables.
How to use this page
A 13F filing shows what a manager held on the last day of a quarter, published up to 45 days later. It is a snapshot, not a trading signal: the manager may already have bought or sold since. Learn more in How to read 13F filings.
For information only, not investment advice. 13F filings are delayed by up to 45 days and do not show cash, bonds, short positions or non-US stocks.