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Glenn Greenberg
Portfolio: Top Holdings & Stock Picks

Brave Warrior Advisors, LLC

Value Investing Quality Investing Concentrated Investing

Glenn Greenberg (Brave Warrior Advisors, LLC) disclosed 33 total holdings in its latest 13F filing dated 12/31/2025, with a portfolio value of $4.27 B and a turnover rate of 7.6%.

Portfolio Value
$4.27 B
Total Holdings
33
Latest Filing
Q4 2025
February 17, 2026
Turnover Rate
7.55%

Glenn Greenberg Top Holdings of Q4 2025

Ticker Name Shares Value % of Portfolio Time Held % Change
OMF
7.74 M $522.79 M 12.25% 3.5 Years -0.71%
SNX
3.16 M $475.21 M 11.13% 1.8 Years -3.42%
ELV
1.25 M $438.82 M 10.28% 6.3 Years -31.74%
SLM
12.83 M $347.23 M 8.13% 0.75 Years +10.06%
AN
1.55 M $320.61 M 7.51% 3 Years +27.90%
MRP
8.6 M $256.89 M 6.02% 0.75 Years +59.99%
LEN
2.41 M $247.89 M 5.81% 3.8 Years +20.24%
2.38 M $244.79 M 5.73% 0.75 Years +31.78%
COF
1.01 M $244.51 M 5.73% 1 Years +4.57%
4.47 M $238.78 M 5.59% 2.5 Years +0.15%

Recent Moves

Significant New Position
+961 Shares | +$246,967 Value
Continues to build a major stake in the Technology sector
Q4 2025
Added to Core Holding
+3.22 M Shares | +$96.32 M Value
Largest position increase in Real Estate sector
Q4 2025
Reduced Exposure to Position
-582,199 Shares | -$204.09 M Value
Significant reduction in holdings of Healthcare
Q4 2025
Complete Exit
-1.61 M Shares | -$68.77 M Value
Cleared KNTK, sector remains in portfolio
Q4 2025

Glenn Greenberg's Historical Top Holdings Overview

Portfolio Date:

Glenn Greenberg Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
ELV
12/31/2025 Reduce -31.7% 1.25 M -582,199 $204.09 M
MRP
12/31/2025 Add 60.0% 8.6 M 3.22 M $96.32 M
12/31/2025 Reduce -25.2% 3.06 M -1.03 M $74.18 M
AN
12/31/2025 Add 27.9% 1.55 M 338,698 $69.93 M
12/31/2025 Sold Out 0 -1.61 M $68.77 M
12/31/2025 Add 31.8% 2.38 M 573,764 $59.03 M
LEN
12/31/2025 Add 20.2% 2.41 M 405,908 $41.73 M
SLM
12/31/2025 Add 10.1% 12.83 M 1.17 M $31.73 M
SNX
12/31/2025 Reduce -3.4% 3.16 M -112,054 $16.83 M
COF
12/31/2025 Add 4.6% 1.01 M 44,132 $10.7 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 12/31/2025, Glenn Greenberg holds 33 stocks. Top positions include OMF, SNX, ELV, SLM, AN. For full portfolio details, please visit Glenn Greenberg’s portfolio.

In Q4 2025, Glenn Greenberg’s largest purchase by dollar amount was AMAT. For complete transaction details, please visit Glenn Greenberg’s portfolio.

According to the 13F filing for Q4 2025, Glenn Greenberg increased their stake in MRP.

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