13F FILER • GLENN GREENBERG
Brave Warrior Advisors
Glenn Greenberg — Brave Warrior Advisors, LLC
No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.
40
Positions
$4.6B
Reported Value
74.4%
In Top 10
—
Claims Indexed
Largest reported positions
BRAVE WARRIOR ADVISORS, LLC • CIK 0001553733 • 2026-06-30 • FILED 2026-08-14
WHAT CHANGED THIS QUARTER
In its Q2 2026 13F, filed Aug 14, 2026, Brave Warrior Advisors reported 40 positions worth $4.6B in US-listed stock. The largest stock position is Icon Pub Ltd Co at 11.9% of the reported book, and the ten largest lines of any type make up 74.4% of it.
It opened 7 new positions, the largest stock positions being Gallagher Arthur J & Co ($295.0M), S&P Global Inc ($570,571) and Nu Hldgs Ltd ($534,400), and exited 3, the largest stock exits being Ares Management Corporation ($545,500 last quarter), Apollo Global Mgmt Inc ($501,390 last quarter) and First Amern Finl Corp ($301,450 last quarter).
Among positions it already held, the biggest increases by share count were Hca Healthcare Inc (+263%), Mastercard Incorporated (+178%) and Microsoft Corp (+111%), and the biggest cuts were F&G Annuities & Life Inc (−54%), Td Synnex Corporation (−53%) and Millrose Pptys Inc (−29%).
| Issuer | Value | Weight | Shares QoQ |
|---|---|---|---|
| ICON PUB LTD CO | $547.8M | 11.9% | +5% |
| ONEMAIN HLDGS INC | $462.5M | 10.1% | -2% |
| TD SYNNEX CORPORATION | $385.4M | 8.4% | -53% |
| ELEVANCE HEALTH INC FORMERLY | $377.8M | 8.2% | -13% |
| SLM CORP | $347.1M | 7.6% | -2% |
| GALLAGHER ARTHUR J & CO | $295.0M | 6.4% | New |
| AUTONATION INC | $283.2M | 6.2% | -2% |
| RYANAIR HOLDINGS PLC | $256.3M | 5.6% | +30% |
| PRIMERICA INC | $246.1M | 5.4% | -2% |
| LENNAR CORP | $214.7M | 4.7% | -2% |
| BUILDERS FIRSTSOURCE INC | $209.4M | 4.6% | -1% |
| CAPITAL ONE FINL CORP | $198.4M | 4.3% | -2% |
| MILLROSE PPTYS INC | $181.2M | 4.0% | -29% |
| MPLX LP | $179.2M | 3.9% | -2% |
| FIDELITY NATL FINL INC | $162.6M | 3.5% | -2% |
| D R HORTON INC | $111.5M | 2.4% | -1% |
| F&G ANNUITIES & LIFE INC | $66.0M | 1.4% | -54% |
| ANTERO MIDSTREAM CORP | $41.5M | 0.9% | -1% |
| ALPHABET INC | $7.2M | 0.2% | — |
| HCA HEALTHCARE INC | $1.9M | 0.0% | +263% |
20 of 40 positions. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, cash, ordinary bonds or private holdings — and is 45 days old on publication.
NEW POSITIONS
- Gallagher Arthur J & Co$295.0M · 6.4%
- S&P Global Inc$570,571 · 0.0%
- Nu Hldgs Ltd$534,400 · 0.0%
- Texas Instrs Inc$301,051 · 0.0%
- Analog Devices Inc$243,068 · 0.0%
EXITS
- Ares Management Corporation$545,500 last quarter
- Apollo Global Mgmt Inc$501,390 last quarter
- First Amern Finl Corp$301,450 last quarter