Glenn Greenberg's Brave Warrior Advisors reduced its Synnex Corp (SNX) position by 53% in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake went from 3.05M to 1.44M shares, worth about $385.4M, and from 12.75% to 8.4% of the reported portfolio.
What did the 2026 Q2 filing report for SNX?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 3.05M | 1.44M |
| Shares sold | -1.61M (53%) | |
| Reported value | $515.2M | $385.4M |
| Portfolio weight | 12.75% | 8.4% |
| Rank in portfolio | 3rd of 40 |
How much did Glenn Greenberg cut SNX?
Glenn Greenberg sold 1.61M shares of SNX during 2026 Q2, cutting the stake from 3.05M to 1.44M. The reported value of the position fell by about $129.8M, from about $515.2M to about $385.4M.
Where does SNX sit in the Glenn Greenberg portfolio?
SNX ranks 3rd of 40 stock positions in the Glenn Greenberg portfolio at 8.4%, above the fund's average stock position of 2%. The largest stock position is ICLR at 11.94%. Next come OMF at 10.08% and SNX at 8.4%. The three largest stocks together are 30.42% of the book. The SNX cut was the 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 SNX?
Glenn Greenberg first reported SNX in the quarter ended March 31, 2024. The weight peaked at 12.75% in 2026 Q1. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 3%. Every reported trade is on the Glenn Greenberg SNX trade history page.
FAQ
How many SNX shares did Glenn Greenberg sell in 2026 Q2?
Glenn Greenberg sold 1.61M shares of SNX, 53% of the position, leaving 1.44M shares.
What remains of the SNX position of Glenn Greenberg?
Glenn Greenberg still holds 1.44M shares of SNX, worth about $385.4M at June 30, 2026 prices.
How much of the Glenn Greenberg portfolio is SNX now?
SNX is 8.4% of the Glenn Greenberg portfolio, down from 12.75% a quarter earlier.