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%.
Filings between 13Fs
Form 4 (insider trades, filed within 2 business days) and Schedule 13D/13G (stakes above 5%). Much fresher than a 13F, which can be 45 days old.
1 new filings since the last 13F
13G · passive stakeAutonation, Inc.ANOct 2, 2026
5.8% stake · 1.93M sharesSEC- 13G · passive stake
Jul 2, 2026
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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.