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Glenn Greenberg — Founder & Managing Director — portfolio photo

Glenn Greenberg
Portfolio: Top Holdings & Stock Picks

Brave Warrior Advisors, LLC

Glenn Greenberg (Brave Warrior Advisors, LLC) disclosed 36 total holdings in its latest 13F filing dated 03/31/2026, with a portfolio value of $4.04 B and a turnover rate of 3.4%.

Portfolio Value
$4.04 B
Total Holdings
36
Latest Filing
Q1 2026
May 15, 2026
Turnover Rate
3.36%

Glenn Greenberg Top Holdings of Q1 2026

Glenn Greenberg Top Holdings of Q1 2026
Ticker Name Shares Value % of Portfolio Time Held % Change
SNX
3.05 M $515.18 M 12.75% 2 Years -3.46%
OMF
7.7 M $412.05 M 10.20% 3.8 Years -0.46%
3 M $331.63 M 8.21% New Buy +100.00%
ELV
1.12 M $328.56 M 8.13% 6.5 Years -10.34%
AN
1.55 M $302.21 M 7.48% 3.2 Years -0.32%
SLM
13.58 M $290.84 M 7.20% 1 Years +5.86%
MRP
8.52 M $238.45 M 5.90% 1 Years -0.98%
PRI
879,323 $220.25 M 5.45% >10 Years +12.72%
LEN
2.41 M $209.29 M 5.18% 4 Years -0.06%
2.37 M $195.31 M 4.83% 1 Years -0.29%

Recent Moves

Significant New Position
+3 M Shares | +$331.63 M Value
Continues to build a major stake in the Healthcare sector
Q1 2026
Added to Core Holding
+99,198 Shares | +$24.85 M Value
Largest position increase in Financials sector
Q1 2026
Reduced Exposure to Position
-1.22 M Shares | -$69.66 M Value
Significant reduction in holdings of Energy
Q1 2026
Complete Exit
-15,000 Shares | -$800,400 Value
Cleared USB, sector remains in portfolio
Q1 2026

Glenn Greenberg's Historical Top Holdings Overview

Portfolio Date:

Glenn Greenberg Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
03/31/2026 New Buy 3 M 3 M $331.63 M
03/31/2026 Reduce -27.3% 3.25 M -1.22 M $69.66 M
ELV
03/31/2026 Reduce -10.3% 1.12 M -129,495 $37.91 M
PRI
03/31/2026 Add 12.7% 879,323 99,198 $24.85 M
SNX
03/31/2026 Reduce -3.5% 3.05 M -109,595 $18.49 M
SLM
03/31/2026 Add 5.9% 13.58 M 752,403 $16.11 M
MRP
03/31/2026 Reduce -1.0% 8.52 M -84,327 $2.36 M
OMF
03/31/2026 Reduce -0.5% 7.7 M -35,986 $1.92 M
03/31/2026 New Buy 23,762 23,762 $1.55 M
HCA
03/31/2026 Reduce -66.0% 1,333 -2,590 $1.23 M

Glenn Greenberg's Portfolio Sector Breakdown

Portfolio Date:

About Glenn Greenberg

Glenn Greenberg is a renowned American value investor. He was the co-founder and managing director of Chieftain Capital Management, a highly successful investment firm known for its concentrated, long-only portfolio. Although he and his partner later split and he founded Brave Warrior Advisors, Greenberg remains a celebrated figure in the value investing community for his disciplined and focused approach.

Frequently Asked Questions

As of 03/31/2026, Glenn Greenberg holds 36 stocks. Top positions include SNX, OMF, ICLR, ELV, AN. For full portfolio details, please visit Glenn Greenberg’s portfolio.

In Q1 2026, Glenn Greenberg’s largest purchase by dollar amount was ICLR. For complete transaction details, please visit Glenn Greenberg’s portfolio.

According to the 13F filing for Q1 2026, Glenn Greenberg increased their stake in PRI.

Glenn Greenberg's firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.