Superinvestors / Brave Warrior Advisors
Glenn Greenberg
Brave Warrior Advisors
Concentrated high-conviction value
This quarter
Positions held steady are not reported as moves, so they are absent from these counts.
Portfolio
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| 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 CORPDECREASED -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 INCDECREASED -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 INCDECREASED -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 |
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.
The top 10 positions are 74.4% of the reported portfolio, across 40 positions.
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See more of Glenn Greenberg's portfolio
More of Glenn Greenberg's reported positions with their weights, and what they bought, sold and trimmed last quarter rather than the largest few — free with an account, no card required.
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