Brave Warrior Advisors
Long Only- Manager
- Glenn Greenberg
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $4.59B
- Positions
- 40
- CIK
- 0001553733
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Icon Pub LTD CoICLRHISTORY | 11.94% | +5.2% | $547.8M | 3,153,308 | +156,497 | 4.12% | 13F |
| 2 | Onemain Hldgs IncOMFHISTORY | 10.08% | (1.5%) | $462.5M | 7,585,152 | (118,155) | 6.57% | 13F |
| 3 | TD Synnex CorporationSNXHISTORY | 8.40% | (52.8%) | $385.4M | 1,441,630 | (1,612,014) | 1.81% | 13F |
| 4 | Elevance Health Inc FormerlyELVHISTORY | 8.23% | (13.0%) | $377.8M | 976,885 | (145,423) | 0.45% | 13F |
| 5 | SLM CorpSLMHISTORY | 7.56% | (1.5%) | $347.1M | 13,381,145 | (203,223) | 7.12% | 13F |
| 6 | Gallagher Arthur J & CoAJGHISTORY | 6.43% | NEW | $295.0M | 1,285,022 | +1,285,022 | — | 13F |
| 7 | Autonation IncANHISTORY | 6.17% | (1.5%) | $283.2M | 1,524,124 | (23,604) | 5.83% | 13F+13G |
| 8 | Ryanair Holdings PLCRYAAYHISTORY | 5.59% | +30.2% | $256.3M | 3,958,684 | +919,308 | 0.38% | 13F |
| 9 | Primerica IncPRIHISTORY | 5.36% | (1.5%) | $246.1M | 865,863 | (13,460) | 2.81% | 13F |
| 10 | Lennar CorpLENHISTORY | 4.68% | (1.5%) | $214.7M | 2,373,177 | (36,873) | 0.98% | 13F |
| 11 | Builders Firstsource IncBLDRHISTORY | 4.56% | (1.3%) | $209.4M | 2,340,571 | (31,721) | 2.18% | 13F |
| 12 | Capital One Finl CorpCOFHISTORY | 4.32% | (1.5%) | $198.4M | 988,973 | (15,331) | 0.16% | 13F |
| 13 | Millrose Pptys IncMRPHISTORY | 3.95% | (29.2%) | $181.2M | 6,030,725 | (2,485,172) | 3.91% | 13F+13G |
| 14 | Mplx LPMPLXHISTORY | 3.90% | (2.2%) | $179.2M | 3,180,534 | (72,990) | 0.31% | 13F |
| 15 | Fidelity Natl Finl IncFNFHISTORY | 3.54% | (1.6%) | $162.6M | 3,446,864 | (55,349) | — | 13F |
| 16 | D R Horton IncDHIHISTORY | 2.43% | (1.3%) | $111.5M | 684,478 | (9,083) | — | 13F |
| 17 | F&G Annuities & Life IncFGHISTORY | 1.44% | (53.6%) | $66.0M | 2,482,417 | (2,870,724) | 1.90% | 13F |
| 18 | Antero Midstream CorpAMHISTORY | 0.90% | (0.9%) | $41.5M | 1,823,631 | (16,248) | 0.38% | 13F |
| 19 | Alphabet IncGOOGLHISTORY | 0.16% | — | $7.2M | 20,258 | — | 0.00% | 13F |
| 20 | HCA Healthcare IncHCAHISTORY | 0.04% | +262.6% | $1.9M | 4,833 | +3,500 | — | 13F |
| 21 | JPMorgan Chase & CoJPMHISTORY | 0.04% | — | $1.8M | 5,643 | — | 0.00% | 13F |
| 22 | Sunbelt Rentals Holdings IncSUNBHISTORY | 0.04% | — | $1.8M | 23,762 | — | 0.01% | 13F |
| 23 | Microsoft CorpMSFTHISTORY | 0.03% | +111.1% | $1.6M | 4,275 | +2,250 | 0.00% | 13F |
| 24 | Alphabet IncGOOGHISTORY | 0.03% | — | $1.3M | 3,790 | — | 0.00% | 13F |
| 25 | Bank Of Amer CorpBACHISTORY | 0.02% | — | $0.8M | 14,532 | — | 0.00% | 13F |
| 26 | Comcast Corp NewCMCSAHISTORY | 0.02% | — | $0.8M | 31,094 | — | 0.00% | 13F |
| 27 | Applied Matls IncAMATHISTORY | 0.02% | — | $0.7M | 961 | — | 0.00% | 13F |
| 28 | Amazon Com IncAMZNHISTORY | 0.01% | +89.3% | $0.6M | 2,650 | +1,250 | 0.00% | 13F |
| 29 | Mastercard IncorporatedMAHISTORY | 0.01% | +177.7% | $0.6M | 1,172 | +750 | 0.00% | 13F |
| 30 | S&P Global IncSPGIHISTORY | 0.01% | NEW | $0.6M | 1,401 | +1,401 | — | 13F |
| 31 | Nu Hldgs LTDNUHISTORY | 0.01% | NEW | $0.5M | 40,000 | +40,000 | — | 13F |
| 32 | Marriott Intl Inc NewMARHISTORY | 0.01% | — | $0.4M | 1,194 | — | 0.00% | 13F |
| 33 | Progressive CorpPGRHISTORY | 0.01% | — | $0.4M | 1,789 | — | 0.00% | 13F |
| 34 | Texas Instrs IncTXNHISTORY | 0.01% | NEW | $0.3M | 1,010 | +1,010 | 0.00% | 13F |
| 35 | Energy Transfer L PETHISTORY | 0.01% | — | $0.3M | 15,000 | — | 0.00% | 13F |
| 36 | Analog Devices IncADIHISTORY | 0.01% | NEW | $0.2M | 612 | +612 | 0.00% | 13F |
| 37 | Moodys CorpMCOHISTORY | <0.01% | — | $0.2M | 471 | — | 0.00% | 13F |
| 38 | Visa IncVHISTORY | <0.01% | NEW | $0.2M | 618 | +618 | 0.00% | 13F |
| 39 | Meta Platforms IncMETAHISTORY | <0.01% | — | $0.2M | 373 | — | 0.00% | 13F |
| 40 | Unitedhealth Group IncUNHHISTORY | <0.01% | NEW | $0.2M | 499 | +499 | 0.00% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology