Glenn Greenberg's Portfolio

Brave Warrior Advisors 13F holdings

What is Glenn Greenberg's portfolio?

Brave Warrior Advisors has disclosed a total of 33 security holdings in their (2025 Q4) SEC 13F filing(s) with portfolio value of $4,268,783,946.

What stocks does Glenn Greenberg own?

In Glenn Greenberg's portfolio as of 31 Dec 2025, the top 5 holdings are (OMF) ONEMAIN HOLDINGS INC (12.25%), (SNX) SYNNEX CORP (11.13%), (ANTM) ANTHEM INC (10.28%), (SLM) SLM CORP (8.13%) and (AN) AUTONATION INC (7.51%).

To see the historical data of Brave Warrior Advisors's portfolio holdings please click on the "2025 Q4" dropdown menu and select the date.

To see Brave Warrior Advisors's original 13F reports (2025 Q4), please click on the "important" button.

Portfolio value: $4,268M+

Period: 2025 Q4

Number of stock: 33

Update: 17 Feb 2026

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOGL

ALPHABET INC-CL A

0.15%

20,258

$313.00

14.69% $358.99

$6,340,754

-7.32% (-1,600)

-0.01%

GOOG

ALPHABET INC-CL C

0.03%

3,790

$313.80

13.35% $355.68

$1,189,302

AMZN

AMAZONCOM INC

0.01%

1,400

$230.82

8.32% $250.02

$323,148

ANTERO MIDSTREAM CORP

0.77%

1,847,972

$17.79

19.56% $21.27

$32,875,422

-0.93% (-17,358)

-0.01%

ANTM

ANTHEM INC

10.28%

1,251,803

$350.55

$438,819,542

-31.74% (-582,199)

-4.78%

AMAT

APPLIED MATERIALS INC

0.01%

961

$256.99

94.86% $500.77

$246,967

buy

+0.01%

AUTONATION INC

7.51%

1,552,741

$206.48

7.86% $190.25

$320,609,962

+27.90% (+338,698)

+1.64%

BAC

BANK OF AMERICA CORP

0.03%

26,532

$55.00

4.73% $52.40

$1,459,260

BLDR

BUILDERS FIRSTSOURCE INC

5.73%

2,379,145

$102.89

27.83% $74.26

$244,790,229

+31.78% (+573,764)

+1.38%

COF

CAPITAL ONE FINANCIAL CORP

5.73%

1,008,862

$242.36

26.71% $177.62

$244,507,794

+4.57% (+44,132)

+0.25%

CMCSA

COMCAST CORP-CLASS A

0.02%

31,094

$29.89

21.31% $23.52

$929,400

DHI

DR HORTON INC

2.37%

701,822

$144.03

0.33% $144.50

$101,083,423

-0.97% (-6,859)

-0.02%

F&G ANNUITIES & LIFE INC

3.89%

5,377,029

$30.85

16.01% $25.91

$165,881,338

+3.03% (+158,052)

+0.11%

FNF

FIDELITY NATIONAL FINANCIAL

4.50%

3,519,089

$54.59

16.80% $45.42

$192,107,069

+0.85% (+29,775)

+0.04%

HCA

HCA HEALTHCARE INC

0.04%

3,923

$466.86

22.20% $363.23

$1,831,492

JPM

JPMORGAN CHASE & CO

0.04%

5,643

$322.22

6.63% $300.85

$1,818,287

LEN

LENNAR CORP-A

5.81%

2,411,414

$102.80

12.98% $89.46

$247,893,359

+20.24% (+405,908)

+0.98%

MAR

MARRIOTT INTERNATIONAL -CL A

0.01%

1,194

$310.24

21.44% $376.75

$370,427

MASTERCARD INC - A

0.01%

422

$570.88

17.40% $471.55

$240,911

Completely sold out

History

Ticker

Stock

Sold
Shares*

% change to
Portfolio

ICLR

ICON PLC

3,000

-0.01%

KNTK

KINETIK HOLDINGS INC

1,608,928

-1.61%

Shares, change to shares, sold shares - 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.