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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Glenn Greenberg – Brave Warrior Advisors LLC

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
40
Portfolio value:
$4,588,428,000
Filed:
Aug 14, 2026
Style:
Concentrated Value
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 267 new6 added4 reduced3 exited
≡AJG – GALLAGHER ARTHUR J & COBuy1,285,0226.43
≡SNX – TD SYNNEX CORPORATIONReduce 52.79%−1,612,014−4.35
≡ICLR – ICON PUB LTD COAdd 5.22%156,4973.73
≡MRP – MILLROSE PPTYS INCReduce 29.18%−2,485,172−1.95
≡FG – F&G ANNUITIES & LIFE INCReduce 53.63%−2,870,724−1.92
≡RYAAY – RYANAIR HOLDINGS PLCAdd 30.25%919,3081.24
≡ELV – ELEVANCE HEALTH INC FORMERLYReduce 12.96%−145,4230.10
≡HCA – HCA HEALTHCARE INCAdd 262.57%3,5000.03
≡MSFT – MICROSOFT CORPAdd 111.11%2,2500.02
≡ARES – ARES MANAGEMENT CORPORATIONSell−5,000−0.01
≡SPGI – S&P GLOBAL INCBuy1,4010.01
≡APO – APOLLO GLOBAL MGMT INCSell−4,500−0.01
≡NU – NU HLDGS LTDBuy40,0000.01
≡MA – MASTERCARD INCORPORATEDAdd 177.73%7500.01
≡FAF – FIRST AMERN FINL CORPSell−5,000−0.01
≡TXN – TEXAS INSTRS INCBuy1,0100.01
≡AMZN – AMAZON COM INCAdd 89.29%1,2500.01
≡ADI – ANALOG DEVICES INCBuy6120.01
≡V – VISA INCBuy6180.00
≡UNH – UNITEDHEALTH GROUP INCBuy4990.00
Q1 2026filed May 15, 266 new4 added4 reduced3 exited
≡ICLR – ICON PLCBuy2,996,8118.21
≡ELV – ELEVANCE HEALTH INC FORMERLYReduce 10.34%−129,495−2.15
≡MPLX – MPLX LPReduce 27.28%−1,220,591−1.00
≡SLM – SLM CORPAdd 5.86%752,403
Q4 2025filed Feb 17, 262 new5 added3 reduced2 exited
≡ELV – ELEVANCE HEALTH INC FORMERLYReduce 31.74%−582,199−3.48
≡MRP – MILLROSE PPTYS INCAdd 59.99%3,224,6321.82
≡KNTK – KINETIK HOLDINGS INCSell−1,608,928−1.60
≡AN – AUTONATION INCAdd 27.90%338,698
Q3 2025filed Nov 14, 251 new2 added8 reduced3 exited
≡COF – CAPITAL ONE FINL CORPReduce 47.37%−868,261−4.18
≡ELV – ELEVANCE HEALTH INC FORMERLYAdd 65.28%724,3493.86
≡KNTK – KINETIK HOLDINGS INCBuy1,608,9281.60
≡RYAAY – RYANAIR HOLDINGS PLCReduce 24.07%−1,294,843
Q2 2025filed Aug 14, 253 new8 added3 reduced3 exited
≡COF – CAPITAL ONE FINL CORPAdd 190.24%1,201,4386.35
≡DISCOVER FINL SVCSSell−1,608,880−6.29
≡ELV – ELEVANCE HEALTH INCReduce 29.66%−467,917−5.82
≡LAD – LITHIA MTRS INCSell−381,889−2.57
Q1 2025filed May 15, 255 new4 added5 reduced
≡SLM – SLM CORPBuy9,455,3746.36
≡MRP – MILLROSE PPTYS INCBuy7,958,8134.83
≡DISCOVER FINL SVCSReduce 36.26%−915,085−4.59
≡BLDR – BUILDERS FIRSTSOURCE INCBuy1,241,5783.55
Q4 2024filed Feb 14, 252 new4 added4 reduced4 exited
≡APO – APOLLO GLOBAL MGMT INCSell−2,277,466−5.90
≡SNX – TD SYNNEX CORPORATIONAdd 12.22%451,5572.89
≡AN – AUTONATION INCAdd 50.28%488,9042.57
≡PRI – PRIMERICA INCReduce 41.52%−606,307
Q3 2024filed Nov 14, 246 new3 added8 reduced1 exited
≡RYAAY – RYANAIR HOLDINGS PLCAdd 10182.07%5,054,3794.66
≡APO – APOLLO GLOBAL MGMT INCReduce 39.74%−1,502,235−3.99
≡PRI – PRIMERICA INCReduce 22.74%−429,842−1.88
≡LEN – LENNAR CORPAdd 12.33%195,540
Q2 2024filed Aug 14, 241 new6 added4 reduced3 exited
≡JPM – JPMORGAN CHASE & CO.Reduce 99.57%−1,292,985−5.42
≡FNF – FIDELITY NATIONAL FINANCIALReduce 18.83%−1,709,198−2.01
≡LEN – LENNAR CORPAdd 56.27%570,8711.62
≡MPLX – MPLX LPAdd 39.99%1,209,869
Q1 2024filed May 15, 242 new5 added5 reduced3 exited
≡SNX – TD SYNNEX CORPORATIONBuy3,061,0837.24
≡RJF – RAYMOND JAMES FINL INCSell−2,137,186−5.69
≡AN – AUTONATION INCAdd 665.93%815,3282.81
≡MPLX – MPLX LPAdd 17697.70%3,008,609
Q4 2023filed Feb 14, 242 new6 added8 reduced6 exited
≡APO – APOLLO GLOBAL MGMT INCReduce 33.68%−2,286,975−5.20
≡URI – UNITED RENTALS INCSell−418,615−4.65
≡OMF – ONEMAIN HLDGS INCAdd 21.10%1,118,1662.23
≡FG – F&G ANNUITIES & LIFE INCReduce 7.07%−472,822
Q3 2023filed Nov 14, 233 new2 added6 reduced1 exited
≡DISCOVER FINL SVCSBuy2,381,2585.15
≡LAD – LITHIA MTRS INCReduce 23.04%−264,351−2.71
≡ELV – ELEVANCE HEALTH INCAdd 23.18%306,3262.18
≡URI – UNITED RENTALS INCReduce 20.09%−105,212−1.52
−0.94
≡PRI – PRIMERICA INCAdd 12.72%99,1980.73
≡SUNB – SUNBELT RENTALS HOLDINGS INCBuy23,7620.04
≡HCA – HCA HEALTHCARE INCReduce 66.02%−2,590−0.03
≡USB – US BANCORP DELSell−15,000−0.02
≡BAC – BANK AMERICA CORPReduce 45.23%−12,000−0.02
≡ARES – ARES MANAGEMENT CORPORATIONBuy5,0000.01
≡MSFT – MICROSOFT CORPAdd 285.71%1,5000.01
≡APO – APOLLO GLOBAL MGMT INCBuy4,5000.01
≡FAF – FIRST AMERN FINL CORPBuy5,0000.01
≡ET – ENERGY TRANSFER L PBuy15,0000.01
≡V – VISA INCSell−618−0.01
≡SPGI – S&P GLOBAL INCSell−401−0.00
≡META – META PLATFORMS INCAdd 10.36%350.00
1.35
≡BLDR – BUILDERS FIRSTSOURCE INCAdd 31.78%573,7640.65
≡SLM – SLM CORPAdd 10.06%1,172,5470.64
≡RYAAY – RYANAIR HOLDINGS PLCReduce 25.16%−1,027,548−0.54
≡LEN – LENNAR CORPAdd 20.24%405,908−0.06
≡GOOGL – ALPHABET INCReduce 7.32%−1,6000.03
≡ICLR – ICON PLCSell−3,000−0.01
≡AMAT – APPLIED MATLS INCBuy9610.01
≡SPGI – S&P GLOBAL INCBuy4010.00
−1.40
≡MRP – MILLROSE PPTYS INCReduce 31.62%−2,486,098−0.94
≡SNX – TD SYNNEX CORPORATIONReduce 13.09%−493,2580.73
≡DHI – D R HORTON INCReduce 38.71%−447,591−0.63
≡SLM – SLM CORPAdd 10.61%1,118,513−0.43
≡LEN – LENNAR CORPReduce 7.03%−151,6210.40
≡PRI – PRIMERICA INCReduce 8.62%−71,003−0.32
≡UNH – UNITEDHEALTH GROUP INCSell−1,499−0.01
≡SPGI – S&P GLOBAL INCSell−401−0.00
≡TXN – TEXAS INSTRS INCSell−1,010−0.00
≡ICLR – ICON PLCReduce 40.00%−2,000−0.00
≡OMF – ONEMAIN HLDGS INCAdd 7.17%526,4492.06
≡SNX – TD SYNNEX CORPORATIONReduce 7.55%−307,9152.02
≡SLM – SLM CORPAdd 11.48%1,085,5311.56
≡AN – AUTONATION INCAdd 7.47%84,4551.34
≡BLDR – BUILDERS FIRSTSOURCE INCAdd 47.17%585,6831.33
≡HCA – HCA HEALTHCARE INCAdd 104.00%2,0000.02
≡USB – US BANCORP DELBuy15,0000.02
≡BAC – BANK AMERICA CORPAdd 82.58%12,0000.01
≡ALLY – ALLY FINL INCSell−10,000−0.01
≡META – META PLATFORMS INCBuy3380.01
≡MSFT – MICROSOFT CORPReduce 58.82%−750−0.00
≡TXN – TEXAS INSTRS INCBuy1,0100.00
≡UNH – UNITEDHEALTH GROUP INCAdd 200.40%1,0000.00
≡FNF – FIDELITY NATIONAL FINANCIALReduce 40.84%−2,439,170−3.08
≡LAD – LITHIA MTRS INCReduce 37.66%−230,677−2.88
≡COF – CAPITAL ONE FINL CORPAdd 42003.53%630,0532.59
≡AN – AUTONATION INCReduce 22.66%−331,158−1.98
≡DHI – D R HORTON INCAdd 50.35%393,4700.70
≡LEN – LENNAR CORPAdd 23.40%415,218−0.26
≡HCA – HCA HEALTHCARE INCReduce 42.99%−1,450−0.01
≡V – VISA INCBuy6180.00
≡SPGI – S&P GLOBAL INCBuy4010.00
≡ICLR – ICON PLCAdd 66.67%2,0000.00
−2.27
≡RYAAY – RYANAIR HOLDINGS PLCAdd 9.80%500,2391.29
≡DISCOVER FINL SVCSReduce 26.94%−930,7410.82
≡LAD – LITHIA MTRS INCReduce 28.32%−241,985−0.18
≡ICLR – ICON PLCBuy3,0000.02
≡DLTR – DOLLAR TREE INCSell−7,126−0.01
≡MSFT – MICROSOFT CORPAdd 142.86%7500.01
≡COF – CAPITAL ONE FINL CORPBuy1,5000.01
≡TXN – TEXAS INSTRS INCSell−1,010−0.00
≡SPGI – S&P GLOBAL INCSell−401−0.00
≡BAC – BANK AMERICA CORPReduce 35.51%−8,000−0.00
1.66
≡SNX – TD SYNNEX CORPORATIONAdd 11.25%373,5690.71
≡FNF – FIDELITY NATIONAL FINANCIALReduce 18.42%−1,357,181−0.33
≡AM – ANTERO MIDSTREAM CORPReduce 9.15%−191,357−0.09
≡FG – F&G ANNUITIES & LIFE INCReduce 9.81%−593,194−0.04
≡DLTR – DOLLAR TREE INCBuy7,1260.01
≡ALLY – ALLY FINL INCBuy10,0000.01
≡AMAT – APPLIED MATLS INCSell−961−0.01
≡MCO – MOODYS CORPBuy4710.00
≡TXN – TEXAS INSTRS INCBuy1,0100.00
≡MA – MASTERCARD INCORPORATEDBuy4220.00
≡SPGI – S&P GLOBAL INCBuy4010.00
≡AMZN – AMAZON COM INCReduce 36.36%−800−0.00
≡HCA – HCA HEALTHCARE INCReduce 12.91%−5000.00
≡UNH – UNITEDHEALTH GROUP INCReduce 18.20%−111−0.00
1.37
≡SNX – TD SYNNEX CORPORATIONAdd 8.53%260,9631.25
≡PRI – PRIMERICA INCReduce 6.21%−125,039−0.75
≡OMF – ONEMAIN HLDGS INCAdd 8.96%597,9130.68
≡LPX – LOUISIANA PAC CORPSell−224,598−0.39
≡RYAAY – RYANAIR HOLDINGS PLCAdd 660.65%43,1140.11
≡LAD – LITHIA MTRS INCAdd 11.42%87,671−0.05
≡WFC – WELLS FARGO CO NEWSell−5,250−0.01
≡AMAT – APPLIED MATLS INCBuy9610.01
≡MA – MASTERCARD INCORPORATEDSell−422−0.00
≡AMZN – AMAZON COM INCReduce 18.52%−500−0.00
2.62
≡DISCOVER FINL SVCSAdd 25.71%676,9102.02
≡ELV – ELEVANCE HEALTH INCReduce 6.31%−110,816−1.91
≡LAD – LITHIA MTRS INCReduce 6.85%−56,481−1.64
≡LEN – LENNAR CORPAdd 77.48%442,8741.62
≡ABG – ASBURY AUTOMOTIVE GROUP INCSell−278,367−1.49
≡JPM – JPMORGAN CHASE & COReduce 21.59%−357,530−1.28
≡APO – APOLLO GLOBAL MGMT INCReduce 15.52%−698,937−1.06
≡DHI – D R HORTON INCAdd 5.57%42,7780.01
≡MSFT – MICROSOFT CORPReduce 48.78%−500−0.00
≡MA – MASTERCARD INCORPORATEDBuy4220.00
≡KEY – KEYCORPSell−10,000−0.00
2.14
≡ELV – ELEVANCE HEALTH INCAdd 7.93%129,0552.07
≡DISCOVER FINL SVCSAdd 10.58%251,9091.91
≡LEN – LENNAR CORPReduce 43.63%−442,371−0.81
≡DHI – D R HORTON INCReduce 36.57%−442,429−0.46
≡LAD – LITHIA MTRS INCReduce 6.67%−58,926−0.04
≡MCO – MOODYS CORPSell−3,150−0.02
≡RYAAY – RYANAIR HOLDINGS PLCBuy6,5260.02
≡HCA – HCA HEALTHCARE INCAdd 182.08%2,5000.02
≡BC – BRUNSWICK CORPSell−6,828−0.01
≡GOOG – ALPHABET INCReduce 45.07%−3,110−0.01
≡FAF – FIRST AMERN FINL CORPSell−6,000−0.01
≡BAC – BANK AMERICA CORPAdd 55.05%8,0000.01
≡EPD – ENTERPRISE PRODS PARTNERS LSell−10,000−0.01
≡ICLR – ICON PLCSell−950−0.01
≡MPLX – MPLX LPAdd 41.67%5,0000.00
≡KEY – KEYCORPBuy10,0000.00
≡UNH – UNITEDHEALTH GROUP INCReduce 14.08%−100−0.00
≡MSFT – MICROSOFT CORPReduce 16.33%−200−0.00
≡DHI – D R HORTON INCReduce 15.03%−213,937−1.33
≡APO – APOLLO GLOBAL MGMT INCReduce 13.77%−1,084,087−0.77
≡LEN – LENNAR CORPAdd 40.22%290,8220.45
≡LPX – LOUISIANA PAC CORPBuy231,0700.32
≡CMA – COMERICA INCSell−7,500−0.01
≡EPD – ENTERPRISE PRODS PARTNERS LBuy10,0000.01
≡UNH – UNITEDHEALTH GROUP INCReduce 35.80%−396−0.01
≡FAF – FIRST AMERN FINL CORPReduce 6.25%−400−0.00