Glenn Greenberg
Brave Warrior Advisors
Brave Warrior Advisors Portfolio 13F
Glenn Greenberg Holdings Activity
- Portfolio value:
- $4.59B≈ (+$548M≈)
- Previous value:
- $4.04B≈
- # of changes:
- 31
- New positions:
- 7
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 14 Aug 2026
Brave Warrior Advisors has disclosed a total of 31 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 6, bought 7 totally new, decreased the number of shares of 15 and completely sold out 3 position(s).
What stocks is Glenn Greenberg buying now?
In the recent quarter Glenn Greenberg has bought 13 securities out of which top 5 purchases (by % change to portfolio) are (ICLR) ICON PLC (added shares +5.22%), (AJG) Arthur J Gallagher & Co (new buy), (RYAAY) Ryanair Holdings PLC ADR (added shares +30.25%), (HCA) HCA Healthcare, Inc (added shares +262.57%) and (MSFT) Microsoft Corp (added shares +111.11%).
In the latest report(s) the following changes have been made to the top investments: (ICLR) ICON PLC (added shares +5.22%), (OMF) OneMain Holdings Inc (reduced shares -1.53%), (SNX) Synnex Corp (reduced shares -52.79%), (ELV) Elevance Health Inc (reduced shares -12.96%) and (SLM) SLM Corp (reduced shares -1.50%).
31 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Analog Devices Inc
|
new
|
+612
|
612
|
+0.01%
|
$397.17
|
-3.62%($382.81)
|
0.01%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
Arthur J Gallagher & Co
|
new
|
+1,285,022
|
1,285,022
|
+6.43%
|
$229.57
|
+9.92%($252.34)
|
6.43%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
NU HOLDINGS LTD/CAYMAN ISL-A
|
new
|
+40,000
|
40,000
|
+0.01%
|
$13.36
|
+12.84%($15.08)
|
0.01%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
S&P Global Inc
|
new
|
+1,401
|
1,401
|
+0.01%
|
$407.26
|
+2.54%($417.61)
|
0.01%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
Texas Instruments Incorporated
|
new
|
+1,010
|
1,010
|
+0.01%
|
$298.07
|
-7.22%($276.55)
|
0.01%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
UnitedHealth Group Incorporated
|
new
|
+499
|
499
|
+0%
|
$415.63
|
-3.47%($401.20)
|
0.00%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
Visa Inc, CL-A
|
new
|
+618
|
618
|
+0%
|
$343.09
|
+6.30%($364.72)
|
0.00%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
HCA Healthcare, Inc
|
+262.57%
|
+3,500
|
4,833
|
+0.03%
|
$389.89
|
+4.33%($406.77)
|
0.04%
|
2020 Q1
|
≈ 6.50 years
|
|
|
|
Mastercard Inc
|
+177.73%
|
+750
|
1,172
|
+0.01%
|
$513.60
|
+10.66%($568.37)
|
0.01%
|
2024 Q3
|
≈ 2.00 years
|
|
|
|
Microsoft Corp
|
+111.11%
|
+2,250
|
4,275
|
+0.02%
|
$373.02
|
+32.89%($495.69)
|
0.03%
|
2022 Q4
|
≈ 3.75 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.