Glenn Greenberg's Brave Warrior Advisors reported ICON PLC (ICLR) as the largest of its 40 stock positions for 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026: 3.15M shares worth about $547.8M, 11.94% of the portfolio. ICLR ranked 3rd a quarter earlier, at 8.21% of the book.
What did the 2026 Q2 filing report for ICLR?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 11.94% |
| Shares | 3.15M |
| Reported value | $547.8M |
| Rank in portfolio | 1st of 40 |
| Rank a quarter earlier | 3rd |
| Largest holding a quarter earlier | SNX at 12.75% |
| Next largest holding now | OMF at 10.08% |
How did ICLR become the largest holding?
Glenn Greenberg added 5% to the ICLR share count in 2026 Q2. SNX, the largest holding a quarter earlier at 12.75%, was trimmed to 8.4%, now 3rd. The next largest holding now is OMF at 10.08%.
Where does ICLR sit in the Glenn Greenberg portfolio?
ICLR is the largest of 40 stock positions in the Glenn Greenberg portfolio at 11.94%, above the fund's average stock position of 2%. The ICLR addition was the 7th largest of the quarter's 31 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Glenn Greenberg reported 40 stock positions, with 7 opened and 3 closed. The total portfolio value is about $4.6B, up 14% from the prior quarter.
How long has Glenn Greenberg held ICLR?
Glenn Greenberg first reported ICLR in the quarter ended June 30, 2023. The fund sold out of the name in 2025 Q4 and came back in 2026 Q1. The current weight is the highest the fund has reported for the name. Every reported trade is on the Glenn Greenberg ICLR trade history page.
Did other funds buy or sell ICLR in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 4 hold ICLR. One other tracked fund sold out of it. The largest buyers of ICLR this quarter were Edgar Wachenheim III, Bill Nygren and Sequoia Fund. The largest seller was Harry Burn. Every tracked holder of ICLR is on the ICLR ownership page.
FAQ
What is the largest holding in the Glenn Greenberg portfolio?
ICLR is the largest holding in the Glenn Greenberg portfolio as of 2026 Q2, at 11.94% of the reported value.
What was the largest holding of Glenn Greenberg a quarter earlier?
SNX, at 12.75% of the book. SNX, the largest holding a quarter earlier at 12.75%, was trimmed to 8.4%, now 3rd.
How did ICLR become the largest holding of Glenn Greenberg?
ICLR ranked 3rd a quarter earlier, at 8.21% of the book. Glenn Greenberg added 5% to the ICLR share count in 2026 Q2. SNX, the largest holding a quarter earlier at 12.75%, was trimmed to 8.4%, now 3rd.
How many ICLR shares does Glenn Greenberg hold?
Glenn Greenberg holds 3.15M shares of ICLR, worth about $547.8M at June 30, 2026 prices.