Hedge fund
Glenn Greenberg
Brave Warrior Advisors
Holdings as of Q1 2026
Quarter
Q1-2026
Market value
$4.0B
Positions
36
Concentration
Balanced
Top holding
13%SNX
Top 5
47%of book
Top 10
75%of book
Top 5
6 – 10
Tail
Top 5
6 – 10
Tail
| Holding | Weightshares held per quarter · hover for change | Q/Q change | Value | |
|---|---|---|---|---|
| 1 | TD SYNNEX CorpSNX | 12.75% | ↘Reduced 3.46% | 3.1M shares · $168.71 $515.2M |
| 2 | ONEMAIN HLDGSOMF | 10.20% | ↘Reduced 0.46% | 7.7M shares · $53.49 $412.0M |
| 3 | Icon (ICLR)ICLR | 8.21% | ↗Added 99793.70% | 3.0M shares · $110.66 $331.6M |
| 4 | ELEVANCE HEALTHELV | 8.13% | ↘Reduced 10.34% | 1.1M shares · $292.75 $328.6M |
| 5 | AUTONATIONAN | 7.48% | ↘Reduced 0.32% | 1.5M shares · $195.26 $302.2M |
| 6 | SLM CORPSLM | 7.20% | ↗Added 5.86% | 13.6M shares · $21.41 $290.8M |
| 7 | Millrose Properties (MRP)MRP | 5.90% | ↘Reduced 0.98% | 8.5M shares · $28.00 $238.4M |
| 8 | PRIMERICAPRI | 5.45% | ↗Added 12.72% | 879.3K shares · $250.48 $220.3M |
| 9 | LENNAR CORPLEN | 5.18% | ↘Reduced 0.06% | 2.4M shares · $86.84 $209.3M |
| 10 | BUILDERS FIRSTSOURCEBLDR | 4.83% | ↘Reduced 0.29% | 2.4M shares · $82.33 $195.3M |
| 11 | MPLXMPLX | 4.60% | ↘Reduced 27.28% | 3.3M shares · $57.07 $185.7M |
| 12 | CAPITAL ONE FINL CORPCOF | 4.53% | ↘Reduced 0.45% | 1.0M shares · $182.43 $183.2M |
| 13 | RYANAIRRYAAY | 4.35% | ↘Reduced 0.57% | 3.0M shares · $57.80 $175.7M |
| 14 | FIDELITY NATIONAL FINANCIALFNF | 4.02% | ↘Reduced 0.48% | 3.5M shares · $46.38 $162.4M |
| 15 | FG ANNUITIES LIFEFG | 3.35% | ↘Reduced 0.44% | 5.4M shares · $25.32 $135.5M |
| 16 | D R HORTONDHI | 2.36% | ↘Reduced 1.18% | 693.6K shares · $137.22 $95.2M |
| 17 | ANTERO MIDSTREAM CORPAM | 1.04% | ↘Reduced 0.44% | 1.8M shares · $22.80 $41.9M |
| 18 | ALPHABETGOOGL | 0.14% | 20.3K shares · $287.56 $5.8M | |
| 19 | JPMORGAN CHASEJPM | 0.04% | 5.6K shares · $294.16 $1.7M | |
| 20 | SUNBELT RENTALSSUNB | 0.04% | ↗Buy | 23.8K shares · $65.09 $1.5M |
| 21 | ALPHABETGOOG | 0.03% | 3.8K shares · $286.86 $1.1M | |
| 22 | COMCAST CORP NEWCMCSA | 0.02% | 31.1K shares · $28.71 $892,709 | |
| 23 | MICROSOFT CORPMSFT | 0.02% | ↗Added 285.71% | 2.0K shares · $370.17 $749,594 |
| 24 | BANK AMERICA CORPBAC | 0.02% | ↘Reduced 45.23% | 14.5K shares · $48.75 $708,435 |
| 25 | HCA HEALTHCAREHCA | 0.02% | ↘Reduced 66.02% | 1.3K shares · $473.24 $630,829 |
| 26 | ARES MANAGEMENT CorpARES | 0.01% | ↗Buy | 5.0K shares · $109.10 $545,500 |
| 27 | APOLLO GLOBAL MGMTAPO | 0.01% | ↘Reduced 99.80% | 4.5K shares · $111.42 $501,390 |
| 28 | MARRIOTT INTERNATIONAL CL AMAR | 0.01% | 1.2K shares · $327.07 $390,522 | |
| 29 | PROGRESSIVE OHIOPGR | 0.01% | ↗Added 2.46% | 1.8K shares · $198.24 $354,651 |
| 30 | APPLIED MATLSAMAT | 0.01% | 961 shares · $341.79 $328,460 | |
| 31 | FIRST AMERN FINL CORPFAF | 0.01% | ↘Reduced 16.67% | 5.0K shares · $60.29 $301,450 |
| 32 | AMAZON COMAMZN | 0.01% | 1.4K shares · $208.27 $291,578 | |
| 33 | ENERGY TRANSFERET | 0.01% | ↗Buy | 15.0K shares · $19.30 $289,500 |
| 34 | META PLATFORMSMETA | 0.01% | ↗Added 10.36% | 373 shares · $572.13 $213,404 |
| 35 | MASTERCARD INCORPORATEDMA | 0.01% | 422 shares · $499.66 $210,857 | |
| 36 | MOODYS CORPMCO | 0.01% | 471 shares · $436.25 $205,474 | |
| 36 positions | 100.00% | $4.0B |