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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 2026-05-07 from SEC 13F data.

Live quotes available for 34 of 35 rows. Rows without a quote are marked unavailable.

1ELVELEVANCE HEALTH INC15.72%Reduce -3.2%1,577,570$686.18M$434.9652w: $362.21 - $567.26; reported $434.96
2SNXTD SYNNEX CORPORATION9.71%Reduce -1.7%4,076,466$423.79M$103.9652w: $98.00 - $145.10; reported $103.96
3OMFONEMAIN HLDGS INC8.22%Reduce -1.3%7,343,636$358.96M$48.8852w: $41.70 - $58.90; reported $48.88
4SLMSLM CORP6.36%New9,455,374$277.7M$29.3752w: $19.39 - $32.65; reported $29.37
5DFSDISCOVER FINL SVCS6.29%Reduce -36.3%1,608,880$274.64MNo quoteNo quote
6LENLENNAR CORP5.76%Add +19.5%1.033:1 split2,189,608$251.32M$114.7852w: $111.26 - $187.61; reported $114.78
7PRIPRIMERICA INC5.44%Reduce -2.3%834,654$237.48M$284.5352w: $184.76 - $307.91; reported $284.53
8MPLXMPLX LP5.35%Reduce -1.2%4,364,086$233.57M$53.5252w: $39.56 - $54.87; reported $53.52
9RYAAYRYANAIR HOLDINGS PLC5.31%Reduce -2.3%5,476,889$232.06M$42.3752w: $36.97 - $60.32; reported $42.37
10FNFFIDELITY NATIONAL FINANCIAL5.27%Reduce -40.8%3,533,961$229.99M$65.0852w: $45.18 - $63.74; reported $65.08
11MRPMILLROSE PPTYS INC4.83%New7,958,813$210.99M$26.5152w: $19.00 - $27.07; reported $26.51
12FGF&G ANNUITIES & LIFE INC4.37%Reduce -2.1%5,289,163$190.67M$36.0552w: $34.08 - $50.75; reported $36.05
13ANAUTONATION INC4.19%Reduce -22.7%1,130,055$182.98M$161.9252w: $150.08 - $198.50; reported $161.92
14BLDRBUILDERS FIRSTSOURCE INC3.55%New1,241,578$155.12M$124.9452w: $119.65 - $210.00; reported $124.94
15DHID R HORTON INC3.42%Add +50.4%1,174,997$149.38M$127.1352w: $124.23 - $199.85; reported $127.13
16COFCAPITAL ONE FINL CORP2.59%Add +42003.5%631,553$113.24M$179.3052w: $128.23 - $210.67; reported $179.30
17LADLITHIA MTRS INC2.57%Reduce -37.7%381,889$112.1M$293.5452w: $243.00 - $405.68; reported $293.54
18AMANTERO MIDSTREAM CORP0.79%Reduce -0.7%1,918,528$34.53M$18.0052w: $13.12 - $18.30; reported $18.00
19GOOGLALPHABET INC0.08%-21,858$3.38M$154.6452w: $147.22 - $207.05; reported $154.64
20JPMJPMORGAN CHASE & CO.0.03%-5,643$1.38M$245.3052w: $179.20 - $280.25; reported $245.30
21CMCSACOMCAST CORP NEW0.03%-31,094$1.15M$36.9052w: $30.46 - $42.46; reported $36.90
22ICLRICON PLC0.02%Add +66.7%5,000$874.95K$174.9952w: $168.00 - $347.72; reported $174.99
23HCAHCA HEALTHCARE INC0.02%Reduce -43.0%1,923$664.49K$345.5552w: $289.98 - $417.14; reported $345.55
24BACBANK AMERICA CORP0.01%-14,532$606.42K$41.7352w: $34.15 - $48.08; reported $41.73
25GOOGALPHABET INC0.01%-3,790$592.11K$156.2352w: $148.20 - $208.70; reported $156.23
26PGRPROGRESSIVE CORP0.01%-1,746$494.14K$283.0152w: $201.34 - $292.99; reported $283.01
27MSFTMICROSOFT CORP0.01%-1,275$478.62K$375.3952w: $367.24 - $468.35; reported $375.39
28ALLYALLY FINL INC0.01%-10,000$364.7K$36.4752w: $31.95 - $45.46; reported $36.47
29MARMARRIOTT INTL INC NEW0.01%-1,194$284.41K$238.2052w: $204.55 - $307.52; reported $238.20
30AMZNAMAZON COM INC0.01%-1,400$266.36K$190.2652w: $151.61 - $242.52; reported $190.26
31UNHUNITEDHEALTH GROUP INC0.01%-499$261.35K$523.7552w: $436.38 - $630.73; reported $523.75
32MAMASTERCARD INCORPORATED0.01%-422$231.31K$548.1252w: $428.86 - $582.23; reported $548.12
33MCOMOODYS CORP0.01%-471$219.34K$465.6952w: $360.05 - $531.93; reported $465.69
34VVISA INC0.01%New618$216.58K$350.4652w: $252.70 - $366.54; reported $350.46
35SPGIS&P GLOBAL INC0.00%New401$203.75K$508.1052w: $407.69 - $545.39; reported $508.10