GG
Glenn Greenberg
Brave Warrior Advisors13F filer
Concentrated high-conviction value — as the firm describes itselfPortfolio as of Jun 30, 2026Filed Aug 14, 2026
Quarter ended Jun 30, 2026, from the 13F filed Aug 14, 2026Changes are against the quarter ended Mar 31, 2026U.S.-listed shares only — no bonds, cash, shorts or foreign listings
Portfolio value
$4.59B
As reported, at quarter-end prices
Positions
40
U.S.-listed companies held
7 new · 3 exited this quarter
Concentration
74%in the top 10
Weight held in the ten largest positions
This quarter
6added · 15trimmed
Positions resized since the prior quarter
What changed this quarter
See which positions were opened, increased, reduced or closed—and how large those positions are now.
24 of 31 reported changes are available in this view.
| Company | Reported move | Change in shares | Portfolio weight now |
|---|---|---|---|
| New position | Not held in prior quarter | 6.43% | |
S&P GLOBAL INCSPGI | New position | Not held in prior quarter | 0.01% |
NU HLDGS LTD ORD SHS CL ANU | New position | Not held in prior quarter | 0.01% |
| New position | Not held in prior quarter | <0.01% | |
| New position | Not held in prior quarter | <0.01% | |
| New position | Not held in prior quarter | <0.01% | |
| New position | Not held in prior quarter | <0.01% | |
ARES MANAGEMENT CORPORATIONARES | Sold out | Position closed | No longer held |
APOLLO GLOBAL MGMT INCAPO | Sold out | Position closed | No longer held |
FIRST AMERN FINL CORPFAF | Sold out | Position closed | No longer held |
Showing 1–10 of 31 changes · Share classes count separatelyBars: square-root scale · Percentages shown · — unavailable
Changes compare reported share counts at quarter-end. The filing does not tell us when trades happened or why the investor made them.
Portfolio
| Ticker | Issuer | % of portfolio | Reported price | Value | Shares |
|---|---|---|---|---|---|
| ICLR | ICON PUB LTD COINCREASED +5.2% | 11.94% | $173.71 | $547.76M | 3.2M |
| OMF | ONEMAIN HLDGS INCDECREASED -1.5% | 10.08% | $60.97 | $462.47M | 7.6M |
| SNX | TD SYNNEX CORPORATIONDECREASED -52.8% | 8.40% | $267.34 | $385.41M | 1.4M |
| ELV | ELEVANCE HEALTH INCDECREASED -13.0% | 8.23% | $386.73 | $377.79M | 976.9K |
| SLM | SLM CORP COMDECREASED -1.5% | 7.56% | $25.94 | $347.11M | 13.4M |
| AJG | GALLAGHER ARTHUR J & CONEW | 6.43% | $229.57 | $295.00M | 1.3M |
| AN | AUTONATION INC COMDECREASED -1.5% | 6.17% | $185.79 | $283.17M | 1.5M |
| RYAAY | RYANAIR HOLDINGS PLC· SPONSORED ADRINCREASED +30.2% | 5.59% | $64.75 | $256.32M | 4.0M |
| PRI | PRIMERICA INC COMDECREASED -1.5% | 5.36% | $284.20 | $246.08M | 865.9K |
| LEN | LENNAR CORP· CL ADECREASED -1.5% | 4.68% | $90.49 | $214.75M | 2.4M |
Showing 1–10 of 40 · the top 10 are 74.4% of the reported portfolioEach row opens the company · how we read 13F filings
Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.
All 40 positions, with reported prices and share counts, open with a free account.
Connected research
Follow this portfolio through time.
Compare reported holdings across quarters and explore the businesses behind them with your connected AI:
- “What has Glenn Greenberg been buying over the last year, quarter by quarter?”
- “Which of my funds already hold what Brave Warrior Advisors holds — and how much overlap is that?”
- “Which other superinvestors moved the same way this quarter?”
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