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%.
PROStill at the same price?
A 13F arrives 45 days late. See the estimated buy price of the other 38 positions, the move since, and where each stands against Makkler Fair Value with MakklerPRO.
ICLRICON Plc11.9%+5.2%- Price
- $164.34
- Since est. buy
- +29.1%
- Fair Value gap
- -7.7%
OMFOneMain Holdings, Inc.10.1%-1.5%- Price
- $56.08
- Since est. buy
- -0.4%
- Fair Value gap
- +7.0%
SNXTD SYNNEX Corporation8.4%-52.8%- Price
- $276.04
- Since est. buy
- Fair Value gap
ELVElevance Health, Inc.8.2%-13.0%- Price
- $425.27
- Since est. buy
- Fair Value gap
SLMSLM Corp7.6%-1.5%- Price
- $22.70
- Since est. buy
- Fair Value gap
AJGArthur J. Gallagher & Co.6.4%New- Price
- $232.90
- Since est. buy
- Fair Value gap
ANAutoNation, Inc.6.2%-1.5%- Price
- $155.32
- Since est. buy
- Fair Value gap
RYAAYRyanair Holdings Plc-Sp Adr5.6%+30.2%- Price
- $52.84
- Since est. buy
- Fair Value gap
PRIPrimerica, Inc.5.4%-1.5%- Price
- $277.37
- Since est. buy
- Fair Value gap
LENLennar Corporation Class A4.7%-1.5%- Price
- $74.92
- Since est. buy
- Fair Value gap
BLDRBuilders FirstSource, Inc.4.6%-1.3%- Price
- $51.71
- Since est. buy
- Fair Value gap
COFCapital One Financial Corp4.3%-1.5%- Price
- $198.07
- Since est. buy
- Fair Value gap
MRPMillrose Properties Inc Class A3.9%-29.2%- Price
- $22.39
- Since est. buy
- Fair Value gap
MPLXMPLX LP3.9%-2.2%- Price
- $56.91
- Since est. buy
- Fair Value gap
FNFFidelity National Financial, Inc. - FNF Group3.5%-1.6%- Price
- $39.23
- Since est. buy
- Fair Value gap
DHID.R. Horton, Inc.2.4%-1.3%- Price
- $135.45
- Since est. buy
- Fair Value gap
FGF&G Annuities & Life Inc1.4%-53.6%- Price
- $19.09
- Since est. buy
- Fair Value gap
AMAntero Midstream Corp.0.9%-0.9%- Price
- $21.08
- Since est. buy
- Fair Value gap
GOOGLAlphabet Inc. Class A0.2%Unchanged- Price
- $353.78
- Since est. buy
- Fair Value gap
HCAHCA Healthcare Inc<0.1%+263%- Price
- $460.75
- Since est. buy
- Fair Value gap
JPMJPMorgan Chase & Co.<0.1%Unchanged- Price
- $331.43
- Since est. buy
- Fair Value gap
SUNBSunbelt Rentals Holdings Inc<0.1%Unchanged- Price
- $77.33
- Since est. buy
- Fair Value gap
MSFTMicrosoft Corporation<0.1%+111%- Price
- $543.45
- Since est. buy
- Fair Value gap
GOOGAlphabet Inc. Class C<0.1%Unchanged- Price
- $349.52
- Since est. buy
- Fair Value gap
BACBank of America Corp<0.1%Unchanged- Price
- $53.96
- Since est. buy
- Fair Value gap
CMCSAComcast Corporation Class A<0.1%Unchanged- Price
- $20.88
- Since est. buy
- Fair Value gap
AMATApplied Materials, Inc.<0.1%Unchanged- Price
- $464.24
- Since est. buy
- Fair Value gap
AMZNAmazon.com, Inc.<0.1%+89.3%- Price
- $258.58
- Since est. buy
- Fair Value gap
MAMastercard Incorporated Class A<0.1%+178%- Price
- $604.80
- Since est. buy
- Fair Value gap
SPGIS&P Global, Inc.<0.1%New- Price
- $409.99
- Since est. buy
- Fair Value gap
NUNu Holdings Ltd. Class A<0.1%New- Price
- $15.58
- Since est. buy
- Fair Value gap
MARMarriott International, Inc. Class A<0.1%Unchanged- Price
- $371.50
- Since est. buy
- Fair Value gap
PGRProgressive Corporation<0.1%Unchanged- Price
- $222.88
- Since est. buy
- Fair Value gap
TXNTexas Instruments Incorporated<0.1%New- Price
- $287.85
- Since est. buy
- Fair Value gap
ETEnergy Transfer LP<0.1%Unchanged- Price
- $20.48
- Since est. buy
- Fair Value gap
ADIAnalog Devices, Inc.<0.1%New- Price
- $414.70
- Since est. buy
- Fair Value gap
MCOMoody's Corporation<0.1%Unchanged- Price
- $464.13
- Since est. buy
- Fair Value gap
VVisa Inc. Class A<0.1%New- Price
- $396.06
- Since est. buy
- Fair Value gap
METAMeta Platforms Inc Class A<0.1%Unchanged- Price
- $762.50
- Since est. buy
- Fair Value gap
UNHUnitedHealth Group Incorporated<0.1%New- Price
- $377.76
- Since est. buy
- Fair Value gap
Values are US dollar amounts as of the filing. The estimated buy price is the quarter's average close; Fair Value is the same model as on Makkler's stock pages.
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.