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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 40 total holdings in its latest 13F filing dated 06/30/2026, with a portfolio value of $4.59 B and a turnover rate of 9.0%.

Portfolio Value
$4.59 B
Total Holdings
40
Latest Filing
Q2 2026
August 14, 2026
Turnover Rate
8.96%

Glenn Greenberg Top Holdings of Q2 2026

Glenn Greenberg Top Holdings of Q2 2026
Ticker Name Shares Value % of Portfolio Time Held % Change
3.15 M $547.76 M 11.94% 0.25 Years +5.22%
OMF
7.59 M $462.47 M 10.08% 4 Years -1.53%
SNX
1.44 M $385.41 M 8.40% 2.2 Years -52.79%
ELV
976,885 $377.79 M 8.23% 6.7 Years -12.96%
SLM
13.38 M $347.11 M 7.56% 1.2 Years -1.50%
AJG
1.29 M $295 M 6.43% New Buy +100.00%
AN
1.52 M $283.17 M 6.17% 3.5 Years -1.53%
3.96 M $256.32 M 5.59% 2.5 Years +30.25%
PRI
865,863 $246.08 M 5.36% >10 Years -1.53%
LEN
2.37 M $214.75 M 4.68% 4.2 Years -1.53%

Recent Moves

Significant New Position
+1.29 M Shares | +$295 M Value
Continues to build a major stake in the Financials sector
Q2 2026
Added to Core Holding
+919,308 Shares | +$59.53 M Value
Largest position increase in Industrials sector
Q2 2026
Reduced Exposure to Position
-1.61 M Shares | -$430.96 M Value
Significant reduction in holdings of Technology
Q2 2026
Complete Exit
-5,000 Shares | -$545,500 Value
Cleared ARES, sector remains in portfolio
Q2 2026

Glenn Greenberg's Historical Top Holdings Overview

Portfolio Date:

Glenn Greenberg Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
SNX
06/30/2026 Reduce -52.8% 1.44 M -1.61 M $430.96 M
AJG
06/30/2026 New Buy 1.29 M 1.29 M $295 M
FG
06/30/2026 Reduce -53.6% 2.48 M -2.87 M $76.33 M
MRP
06/30/2026 Reduce -29.2% 6.03 M -2.49 M $74.68 M
06/30/2026 Add 30.3% 3.96 M 919,308 $59.53 M
ELV
06/30/2026 Reduce -13.0% 976,885 -145,423 $56.24 M
06/30/2026 Add 5.2% 3.15 M 156,497 $27.19 M
OMF
06/30/2026 Reduce -1.5% 7.59 M -118,155 $7.2 M
SLM
06/30/2026 Reduce -1.5% 13.38 M -203,223 $5.27 M
AN
06/30/2026 Reduce -1.5% 1.52 M -23,604 $4.39 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 06/30/2026, Glenn Greenberg holds 40 stocks. Top positions include ICLR, OMF, SNX, ELV, SLM. For full portfolio details, please visit Glenn Greenberg’s portfolio.

In Q2 2026, Glenn Greenberg’s largest purchase by dollar amount was AJG. For complete transaction details, please visit Glenn Greenberg’s portfolio.

According to the 13F filing for Q2 2026, Glenn Greenberg increased their stake in RYAAY.

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