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.
Portfolio as of March 31, 2026
| Company ↕ | Value ↓ | % ↕ | ||
|---|---|---|---|---|
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Quarterly moves
Q4 2025 → Q1 2026
Amount invested · % of portfolio
- ICON PLC $332M · 8.2%
- SUNBELT RENTALS HOLDINGS INC $2M · 0.0%
- ARES MANAGEMENT CORPORATION $546K · 0.0%
- APOLLO GLOBAL MGMT INC $501K · 0.0%
- FIRST AMERN FINL CORP $301K · 0.0%
- ENERGY TRANSFER L P $290K · 0.0%
Amount bought · (±%) · % of portfolio
- SLM CORP $16M (+5.9%) · 7.2%
- PRIMERICA INC $25M (+12.7%) · 5.5%
- MICROSOFT CORP $555K (+285.7%) · 0.0%
- PROGRESSIVE CORP $9K (+2.5%) · 0.0%
- META PLATFORMS INC $20K (+10.4%) · 0.0%
Amount sold · (±%) · % of portfolio
- TD SYNNEX CORPORATION $16M (-3.5%) · 12.8%
- ONEMAIN HLDGS INC $2M (-0.5%) · 10.2%
- ELEVANCE HEALTH INC FORMERLY $45M (-10.3%) · 8.1%
- AUTONATION INC $1M (-0.3%) · 7.5%
- MILLROSE PPTYS INC $3M (-1%) · 5.9%
- LENNAR CORP $140K (-0.1%) · 5.2%
- BUILDERS FIRSTSOURCE INC $705K (-0.3%) · 4.8%
- MPLX LP $65M (-27.3%) · 4.6%
- US BANCORP DEL $800K
- VISA INC $217K
- S&P GLOBAL INC $210K
Portfolio value over time
Top 10 holdings evolution as of March 31, 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 March 31, 2026, the top three holdings of Brave Warrior Advisors, LLC are TD SYNNEX CORPORATION, ONEMAIN HLDGS INC, ICON PLC.
How many positions does Glenn Greenberg hold?
Brave Warrior Advisors, LLC reports 36 equity positions worth $4.0B as of March 31, 2026.
Does Glenn Greenberg invest in dividend stocks?
The weighted dividend yield of the covered portion of the portfolio is approximately 0.9%.
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.