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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
≡SNX – TD SYNNEX CORPORATIONReduce 52.79%−1,612,014−4.35
≡MRP – MILLROSE PPTYS INCReduce 29.18%−2,485,172−1.95
≡FG – F&G ANNUITIES & LIFE INCReduce 53.63%−2,870,724−1.92
≡ELV – ELEVANCE HEALTH INC FORMERLYReduce 12.96%−145,4230.10
≡ARES – ARES MANAGEMENT CORPORATIONSell−5,000−0.01
≡APO – APOLLO GLOBAL MGMT INCSell−4,500−0.01
≡FAF – FIRST AMERN FINL CORPSell−5,000−0.01
Q1 2026filed May 15, 266 new4 added4 reduced3 exited
≡ELV – ELEVANCE HEALTH INC FORMERLYReduce 10.34%−129,495−2.15
≡MPLX – MPLX LPReduce 27.28%−1,220,591−1.00
≡HCA – HCA HEALTHCARE INCReduce 66.02%−2,590−0.03
≡USB – US BANCORP DELSell−15,000
Q4 2025filed Feb 17, 262 new5 added3 reduced2 exited
≡ELV – ELEVANCE HEALTH INC FORMERLYReduce 31.74%−582,199−3.48
≡KNTK – KINETIK HOLDINGS INCSell−1,608,928−1.60
≡RYAAY – RYANAIR HOLDINGS PLCReduce 25.16%−1,027,548−0.54
≡GOOGL – ALPHABET INCReduce 7.32%−1,600
Q3 2025filed Nov 14, 251 new2 added8 reduced3 exited
≡COF – CAPITAL ONE FINL CORPReduce 47.37%−868,261−4.18
≡RYAAY – RYANAIR HOLDINGS PLCReduce 24.07%−1,294,843−1.40
≡MRP – MILLROSE PPTYS INCReduce 31.62%−2,486,098−0.94
≡SNX – TD SYNNEX CORPORATIONReduce 13.09%−493,258
Q2 2025filed Aug 14, 253 new8 added3 reduced3 exited
≡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
≡SNX – TD SYNNEX CORPORATIONReduce 7.55%−307,9152.02
Q1 2025filed May 15, 255 new4 added5 reduced
≡DISCOVER FINL SVCSReduce 36.26%−915,085−4.59
≡FNF – FIDELITY NATIONAL FINANCIALReduce 40.84%−2,439,170−3.08
≡LAD – LITHIA MTRS INCReduce 37.66%−230,677−2.88
≡AN – AUTONATION INCReduce 22.66%−331,158−1.98
Q4 2024filed Feb 14, 252 new4 added4 reduced4 exited
≡APO – APOLLO GLOBAL MGMT INCSell−2,277,466−5.90
≡PRI – PRIMERICA INCReduce 41.52%−606,307−2.27
≡DISCOVER FINL SVCSReduce 26.94%−930,7410.82
≡LAD – LITHIA MTRS INCReduce 28.32%−241,985−0.18
Q3 2024filed Nov 14, 246 new3 added8 reduced1 exited
≡APO – APOLLO GLOBAL MGMT INCReduce 39.74%−1,502,235−3.99
≡PRI – PRIMERICA INCReduce 22.74%−429,842−1.88
≡FNF – FIDELITY NATIONAL FINANCIALReduce 18.42%−1,357,181−0.33
≡AM – ANTERO MIDSTREAM CORPReduce 9.15%−191,357
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
≡PRI – PRIMERICA INCReduce 6.21%−125,039−0.75
≡LPX – LOUISIANA PAC CORPSell−224,598
Q1 2024filed May 15, 242 new5 added5 reduced3 exited
≡RJF – RAYMOND JAMES FINL INCSell−2,137,186−5.69
≡ELV – ELEVANCE HEALTH INCReduce 6.31%−110,816−1.91
≡LAD – LITHIA MTRS INCReduce 6.85%−56,481−1.64
≡ABG – ASBURY AUTOMOTIVE GROUP INCSell−278,367
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
≡FG – F&G ANNUITIES & LIFE INCReduce 7.07%−472,8222.14
≡LEN – LENNAR CORPReduce 43.63%−442,371
Q3 2023filed Nov 14, 233 new2 added6 reduced1 exited
≡LAD – LITHIA MTRS INCReduce 23.04%−264,351−2.71
≡URI – UNITED RENTALS INCReduce 20.09%−105,212−1.52
≡DHI – D R HORTON INCReduce 15.03%−213,937−1.33
≡APO – APOLLO GLOBAL MGMT INCReduce 13.77%−1,084,087
−0.02
≡BAC – BANK AMERICA CORPReduce 45.23%−12,000−0.02
≡V – VISA INCSell−618−0.01
≡SPGI – S&P GLOBAL INCSell−401−0.00
0.03
≡ICLR – ICON PLCSell−3,000−0.01
0.73
≡DHI – D R HORTON INCReduce 38.71%−447,591−0.63
≡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
≡ALLY – ALLY FINL INCSell−10,000−0.01
≡MSFT – MICROSOFT CORPReduce 58.82%−750−0.00
≡
HCA – HCA HEALTHCARE INC
Reduce 42.99%
−1,450
−0.01
≡DLTR – DOLLAR TREE INCSell−7,126−0.01
≡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
−0.09
≡FG – F&G ANNUITIES & LIFE INCReduce 9.81%−593,194−0.04
≡AMAT – APPLIED MATLS INCSell−961−0.01
≡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
−0.39
≡WFC – WELLS FARGO CO NEWSell−5,250−0.01
≡MA – MASTERCARD INCORPORATEDSell−422−0.00
≡AMZN – AMAZON COM INCReduce 18.52%−500−0.00
−1.49
≡JPM – JPMORGAN CHASE & COReduce 21.59%−357,530−1.28
≡APO – APOLLO GLOBAL MGMT INCReduce 15.52%−698,937−1.06
≡MSFT – MICROSOFT CORPReduce 48.78%−500−0.00
≡KEY – KEYCORPSell−10,000−0.00
−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
≡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
≡EPD – ENTERPRISE PRODS PARTNERS LSell−10,000−0.01
≡ICLR – ICON PLCSell−950−0.01
≡UNH – UNITEDHEALTH GROUP INCReduce 14.08%−100−0.00
≡MSFT – MICROSOFT CORPReduce 16.33%−200−0.00
−0.77
≡CMA – COMERICA INCSell−7,500−0.01
≡UNH – UNITEDHEALTH GROUP INCReduce 35.80%−396−0.01
≡FAF – FIRST AMERN FINL CORPReduce 6.25%−400−0.00