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Focused investors/Glenn Greenberg

Glenn Greenberg - Brave Warrior Advisors

As of Q1 2026, this manager reported 36 long-equity positions worth $4.04B in aggregate.

As of Q1 2026, Glenn Greenberg's Brave Warrior Advisors held 36 long-equity positions with a reported value of $4.04B.

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Updated 2026-05-16 from SEC 13F data.

Live quotes available for 36 of 39 rows. Rows without a quote are marked unavailable.

1SNXTD SYNNEX CORPORATION12.75%Reduce -3.5%3,053,644$515.18M$168.7152w: $92.23 - $175.56; reported $168.71
2OMFONEMAIN HLDGS INC10.20%Reduce -0.5%7,703,307$412.05M$53.4952w: $38.00 - $71.93; reported $53.49
3ICLRICON PLC8.21%New2,996,811$331.63M$110.6652w: $66.57 - $211.00; reported $110.66
4ELVELEVANCE HEALTH INC FORMERLY8.13%Reduce -10.3%1,122,308$328.56M$292.7552w: $273.71 - $458.75; reported $292.75
5ANAUTONATION INC7.48%Reduce -0.3%1,547,728$302.21M$195.2652w: $148.33 - $228.92; reported $195.26
6SLMSLM CORP7.20%Add +5.9%13,584,368$290.84M$21.4152w: $17.77 - $34.97; reported $21.41
7MRPMILLROSE PPTYS INC5.90%Reduce -1.0%8,515,897$238.45M$28.0052w: $21.64 - $36.00; reported $28.00
8PRIPRIMERICA INC5.45%Add +12.7%879,323$220.25M$250.4852w: $230.09 - $291.65; reported $250.48
9LENLENNAR CORP5.18%Reduce -0.1%2,410,050$209.29M$86.8452w: $84.38 - $144.24; reported $86.84
10BLDRBUILDERS FIRSTSOURCE INC4.83%Reduce -0.3%2,372,292$195.31M$82.3352w: $78.55 - $151.03; reported $82.33
11MPLXMPLX LP4.60%Reduce -27.3%3,253,524$185.68M$57.0752w: $44.60 - $59.98; reported $57.07
12COFCAPITAL ONE FINL CORP4.53%Reduce -0.5%1,004,304$183.22M$182.4352w: $143.22 - $259.64; reported $182.43
13RYAAYRYANAIR HOLDINGS PLC4.35%Reduce -0.6%3,039,376$175.68M$57.8052w: $38.52 - $74.24; reported $57.80
14FNFFIDELITY NATL FINL INC4.02%Reduce -0.5%3,502,213$162.43M$46.3852w: $42.78 - $64.34; reported $46.38
15FGF&G ANNUITIES & LIFE INC3.35%Reduce -0.4%5,353,141$135.54M$25.3252w: $20.57 - $37.19; reported $25.32
16DHID R HORTON INC2.36%Reduce -1.2%693,561$95.17M$137.2252w: $110.44 - $184.55; reported $137.22
17AMANTERO MIDSTREAM CORP1.04%Reduce -0.4%1,839,879$41.95M$22.8052w: $15.07 - $23.84; reported $22.80
18GOOGLALPHABET INC0.14%-20,258$5.83M$287.5652w: $140.53 - $349.00; reported $287.56
19JPMJPMORGAN CHASE & CO0.04%-5,643$1.66M$294.1652w: $202.16 - $337.25; reported $294.16
20SUNBSUNBELT RENTALS HOLDINGS INC0.04%New23,762$1.55M$65.0952w: $61.85 - $76.77; reported $65.09
21GOOGALPHABET INC0.03%-3,790$1.09M$286.8652w: $142.66 - $350.15; reported $286.86
22CMCSACOMCAST CORP NEW0.02%Reduce -6.3%1.067:1 split31,094$892.71K$28.7152w: $24.13 - $34.81; reported $28.71
23MSFTMICROSOFT CORP0.02%Add +285.7%2,025$749.59K$370.1752w: $344.79 - $555.45; reported $370.17
24BACBANK AMERICA CORP0.02%Reduce -45.2%14,532$708.44K$48.7552w: $33.07 - $57.55; reported $48.75
25HCAHCA HEALTHCARE INC0.02%Reduce -66.0%1,333$630.83K$473.2452w: $314.43 - $556.52; reported $473.24
26ARESARES MANAGEMENT CORPORATION0.01%New5,000$545.5K$109.1052w: $95.80 - $195.26; reported $109.10
27APOAPOLLO GLOBAL MGMT INC0.01%New4,500$501.39K$111.4252w: $99.56 - $157.28; reported $111.42
28MARMARRIOTT INTL INC NEW0.01%-1,194$390.52K$327.0752w: $205.40 - $370.00; reported $327.07
29PGRPROGRESSIVE CORP0.01%Add +2.5%1,789$354.65K$198.2452w: $196.38 - $289.96; reported $198.24
30AMATAPPLIED MATLS INC0.01%-961$328.46K$341.7952w: $123.74 - $395.95; reported $341.79
31FAFFIRST AMERN FINL CORP0.01%New5,000$301.45K$60.2952w: $53.09 - $71.47; reported $60.29
32AMZNAMAZON COM INC0.01%-1,400$291.58K$208.2752w: $161.38 - $258.60; reported $208.27
33ETENERGY TRANSFER L P0.01%New15,000$289.5K$19.3052w: $14.60 - $19.86; reported $19.30
34METAMETA PLATFORMS INC0.01%Add +10.4%373$213.4K$572.1352w: $479.80 - $796.25; reported $572.13
35MAMASTERCARD INCORPORATED0.01%-422$210.86K$499.6652w: $465.59 - $601.77; reported $499.66
36MCOMOODYS CORP0.01%-471$205.47K$436.2552w: $378.71 - $546.88; reported $436.25
39VVISA INC-Sold0$0No quoteNo quote
38USBUS BANCORP DEL-Sold0$0No quoteNo quote
37SPGIS&P GLOBAL INC-Sold0$0No quoteNo quote