Glenn Greenberg
Brave Warrior Advisors, LLC
Co-founder of Chieftain Capital and later founder of Brave Warrior Advisors, Glenn Greenberg runs an extremely concentrated portfolio limited to a handful of high-quality businesses.
As of June 30, 2026, the Glenn Greenberg portfolio (Brave Warrior Advisors, LLC) holds 40 equity positions worth $4.6B. That is up 13.6% from $4.0B in Q1 2026. Over the quarter, the fund opened 7 new positions, exited 3, increased 6 and trimmed 15 (full breakdown below).
Portfolio as of June 30, 2026
| Company ↕ | Value ↓ | % ↕ | ||
|---|---|---|---|---|
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Quarterly moves
Q1 2026 → Q2 2026
Portfolio value went from $4.0B to $4.6B (+13.6%) quarter over quarter.
Amount invested · % of portfolio
- GALLAGHER ARTHUR J & CO $295M · 6.4%
- S&P GLOBAL INC $571K · 0.0%
- NU HLDGS LTD $534K · 0.0%
- TEXAS INSTRS INC $301K · 0.0%
- ANALOG DEVICES INC $243K · 0.0%
- VISA INC $212K · 0.0%
- UNITEDHEALTH GROUP INC $207K · 0.0%
Amount bought · (±%) · % of portfolio
- ICON PUB LTD CO $27M (+5.2%) · 11.9%
- RYANAIR HOLDINGS PLC $60M (+30.2%) · 5.6%
- HCA HEALTHCARE INC $1M (+262.6%) · 0.0%
- MICROSOFT CORP $839K (+111.1%) · 0.0%
- AMAZON COM INC $298K (+89.3%) · 0.0%
- MASTERCARD INCORPORATED $385K (+177.7%) · 0.0%
Amount sold · (±%) · % of portfolio
- ONEMAIN HLDGS INC $6M (-1.5%) · 10.1%
- TD SYNNEX CORPORATION $272M (-52.8%) · 8.4%
- ELEVANCE HEALTH INC FORMERLY $43M (-13%) · 8.2%
- SLM CORP $4M (-1.5%) · 7.6%
- AUTONATION INC $5M (-1.5%) · 6.2%
- PRIMERICA INC $3M (-1.5%) · 5.4%
- LENNAR CORP $3M (-1.5%) · 4.7%
- BUILDERS FIRSTSOURCE INC $3M (-1.3%) · 4.6%
- ARES MANAGEMENT CORPORATION $546K
- APOLLO GLOBAL MGMT INC $501K
- FIRST AMERN FINL CORP $301K
Portfolio value over time
Top 10 holdings evolution as of June 30, 2026
Share of portfolio (%) since inception, top 10 as of the selected quarter.
Sector breakdown
Based on holdings matched to a stock referenced on the site.
Dividend aristocrats held
Stocks with at least 25 consecutive years of dividend growth.
No matching holding among stocks referenced on the site.
Frequently asked questions
What are Glenn Greenberg's top holdings?
As of June 30, 2026, the top three holdings of Brave Warrior Advisors, LLC are ICON PUB LTD CO, ONEMAIN HLDGS INC, TD SYNNEX CORPORATION.
How many positions does Glenn Greenberg hold?
Brave Warrior Advisors, LLC reports 40 equity positions worth $4.6B as of June 30, 2026.
Does Glenn Greenberg invest in dividend stocks?
The weighted dividend yield of the covered portion of the portfolio is approximately 0.7%.
Data sourced from 13F filings submitted to the SEC, published with roughly 45 days of lag. A 13F only covers long positions in U.S.-traded securities: it excludes short sales, non-U.S. holdings and cash. Provided for informational purposes only and does not constitute investment advice.