Glenn Greenberg
Brave Warrior Advisors
Founder of Brave Warrior. Runs a concentrated value portfolio and rarely holds more than a couple of dozen names.
13F portfolio value
Q2 2026
$4.59B
1-year growth
+5.2%
2-year growth
+1.7%
Positions
40
Top 10 share
74.4%
Quarterly turnover
8.4%
Last filed
Aug 14, 2026
Q2 2026: summary
MakklerAI- At June 30, 2026, the portfolio was $4.6B across 40 positions, up from 36 positions and $4.0B in the prior quarter; its top 10 holdings were 74.4%.
- AJG was a new position at 6.4% of the portfolio, worth $295M.
- SNX shares were cut 52.8%; it remained the third-largest holding at 8.4%, or $385M.
- RYAAY shares rose 30.2% to 5.6% of the portfolio, while ICLR increased 5.2% to become the largest holding at 11.9%.
PROEstimated trade prices are PRO
See the average price in the quarter of each buy and sale and the move since. The first row of each group is open as a preview.
New positions 7
Est. buy price PRO
AJGNewArthur J. Gallagher & Co.6.4%
6.43 pt impact
$212.34
+9.7% since
SPGINewS&P Global, Inc.<0.1%
0.01 pt impact
NUNewNu Holdings Ltd. Class A<0.1%
0.01 pt impact
TXNNewTexas Instruments Incorporated<0.1%
0.01 pt impact
ADINewAnalog Devices, Inc.<0.1%
0.01 pt impact
VNewVisa Inc. Class A<0.1%
0.00 pt impact
UNHNewUnitedHealth Group Incorporated<0.1%
0.00 pt impact
Added to 6
Est. buy price PRO
RYAAY+30.2%Ryanair Holdings Plc-Sp Adr5.6%
1.30 pt impact
$58.96
-10.4% since
ICLR+5.2%ICON Plc11.9%
0.59 pt impact
HCA+263%HCA Healthcare Inc<0.1%
0.03 pt impact
MSFT+111%Microsoft Corporation<0.1%
0.02 pt impact
MA+178%Mastercard Incorporated Class A<0.1%
0.01 pt impact
AMZN+89.3%Amazon.com, Inc.<0.1%
0.01 pt impact
Trimmed 15
Est. sell price PRO
SNX-52.8%TD SYNNEX Corporation8.4%
-9.39 pt impact
$240.90
+14.6% since
FG-53.6%F&G Annuities & Life Inc1.4%
-1.66 pt impact
MRP-29.2%Millrose Properties Inc Class A3.9%
-1.63 pt impact
ELV-13.0%Elevance Health, Inc.8.2%
-1.23 pt impact
OMF-1.5%OneMain Holdings, Inc.10.1%
-0.16 pt impact
SLM-1.5%SLM Corp7.6%
-0.11 pt impact
AN-1.5%AutoNation, Inc.6.2%
-0.10 pt impact
MPLX-2.2%MPLX LP3.9%
-0.09 pt impact
PRI-1.5%Primerica, Inc.5.4%
-0.08 pt impact
LEN-1.5%Lennar Corporation Class A4.7%
-0.07 pt impact
COF-1.5%Capital One Financial Corp4.3%
-0.07 pt impact
BLDR-1.3%Builders FirstSource, Inc.4.6%
-0.06 pt impact
+3 more positions
Sold out 3
Est. sell price PRO
ARESSoldAres Management Corporation Class A<0.1%
-0.01 pt impact
$119.97
-3.6% since
APOSoldApollo Global Management Inc<0.1%
-0.01 pt impact
FAFSoldFirst American Financial Corporation<0.1%
-0.01 pt impact
MakklerAI
Ask MakklerAI about Glenn Greenberg's portfolio
Explore this quarter's moves and where each position stands against its estimated buy price and Makkler Fair Value. Answers are based on the 13F and today's prices.