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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This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | Add +285.7% | 0.02% | 2,025 | $749.59K | $370.17 | $356.28 - $489.70(10%)$472.94 -> $370.17 |
| HCA | HCA HEALTHCARE INC | Reduce -66.0% | 0.02% | 1,333 | $630.83K | $473.24 | $461.44 - $556.52(12%)$470.39 -> $473.24 |
| BAC | BANK AMERICA CORP | Reduce -45.2% | 0.02% | 14,532 | $708.44K | $48.75 | $46.12 - $57.55(23%)$55.95 -> $48.75 |
| MPLX | MPLX LP | Reduce -27.3% | 4.60% | 3,253,524 | $185.68M | $57.07 | $51.60 - $59.98(65%)$53.87 -> $57.07 |
| PRI | PRIMERICA INC | Add +12.7% | 5.45% | 879,323 | $220.25M | $250.48 | $230.09 - $277.37(43%)$258.73 -> $250.48 |
| META | META PLATFORMS INC | Add +10.4% | 0.01% | 373 | $213.4K | $572.13 | $520.26 - $744.00(23%)$650.41 -> $572.13 |
| ELV | ELEVANCE HEALTH INC FORMERLY | Reduce -10.3% | 8.13% | 1,122,308 | $328.56M | $292.75 | $274.84 - $383.00(17%)$354.25 -> $292.75 |
| ICLR | ICON PLC | New | 8.21% | 2,996,811 | $331.63M | $110.66 | $66.57 - $203.91(32%)$188.67 -> $110.66 |
| CMCSA | COMCAST CORP NEW | Reduce -6.3%1.067:1 split | 0.02% | 31,094 | $892.71K | $28.71 | $27.10 - $32.86(28%)$27.69 -> $28.71 |
| SLM | SLM CORP | Add +5.9% | 7.20% | 13,584,368 | $290.84M | $21.41 | $17.77 - $29.33(31%)$27.41 -> $21.41 |
| SNX | TD SYNNEX CORPORATION | Reduce -3.5% | 12.75% | 3,053,644 | $515.18M | $168.71 | $143.52 - $175.56(79%)$153.43 -> $168.71 |
| PGR | PROGRESSIVE CORP | Add +2.5% | 0.01% | 1,789 | $354.65K | $198.24 | $196.38 - $217.39(9%)$212.12 -> $198.24 |
| DHI | D R HORTON INC | Reduce -1.2% | 2.36% | 693,561 | $95.17M | $137.22 | $131.75 - $169.17(15%)$145.72 -> $137.22 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | New | 0.04% | 23,762 | $1.55M | $65.09 | $61.85 - $76.77(22%)$73.79 -> $65.09 |
| ARES | ARES MANAGEMENT CORPORATION | New | 0.01% | 5,000 | $545.5K | $109.10 | $95.80 - $177.72(16%)$166.33 -> $109.10 |
| APO | APOLLO GLOBAL MGMT INC | New | 0.01% | 4,500 | $501.39K | $111.42 | $99.56 - $153.29(22%)$146.61 -> $111.42 |
| FAF | FIRST AMERN FINL CORP | New | 0.01% | 5,000 | $301.45K | $60.29 | $56.20 - $71.47(27%)$61.08 -> $60.29 |
| ET | ENERGY TRANSFER L P | New | 0.01% | 15,000 | $289.5K | $19.30 | $16.24 - $19.86(85%)$16.59 -> $19.30 |
| SPGI | S&P GLOBAL INC | Sold | — | 0 | $0 | — | - |
| USB | US BANCORP DEL | Sold | — | 0 | $0 | — | - |
| V | VISA INC | Sold | — | 0 | $0 | — | - |
| MRP | MILLROSE PPTYS INC | Reduce -1.0% | 5.90% | 8,515,897 | $238.45M | $28.00 | $27.00 - $32.59(18%)$29.83 -> $28.00 |
| RYAAY | RYANAIR HOLDINGS PLC | Reduce -0.6% | 4.35% | 3,039,376 | $175.68M | $57.80 | $55.82 - $74.24(11%)$72.50 -> $57.80 |
| FNF | FIDELITY NATL FINL INC | Reduce -0.5% | 4.02% | 3,502,213 | $162.43M | $46.38 | $42.78 - $58.41(23%)$54.28 -> $46.38 |
| OMF | ONEMAIN HLDGS INC | Reduce -0.5% | 10.20% | 7,703,307 | $412.05M | $53.49 | $45.78 - $71.93(29%)$69.07 -> $53.49 |
| COF | CAPITAL ONE FINL CORP | Reduce -0.5% | 4.53% | 1,004,304 | $183.22M | $182.43 | $174.98 - $259.64(9%)$247.93 -> $182.43 |
| FG | F&G ANNUITIES & LIFE INC | Reduce -0.4% | 3.35% | 5,353,141 | $135.54M | $25.32 | $20.57 - $30.84(46%)$30.04 -> $25.32 |
| AM | ANTERO MIDSTREAM CORP | Reduce -0.4% | 1.04% | 1,839,879 | $41.95M | $22.80 | $17.12 - $23.84(85%)$17.94 -> $22.80 |
| AN | AUTONATION INC | Reduce -0.3% | 7.48% | 1,547,728 | $302.21M | $195.26 | $180.28 - $224.73(34%)$206.48 -> $195.26 |
| BLDR | BUILDERS FIRSTSOURCE INC | Reduce -0.3% | 4.83% | 2,372,292 | $195.31M | $82.33 | $78.55 - $131.50(7%)$104.63 -> $82.33 |
| LEN | LENNAR CORP | Reduce -0.1% | 5.18% | 2,410,050 | $209.29M | $86.84 | $84.38 - $124.16(6%)$104.22 -> $86.84 |