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Glenn Greenberg

Brave Warrior Advisors, LLC

Period:  Q4, 2025
Filed Date:  Feb 17, 2026
Reported Date:  Dec 31, 2025
No. of Stocks:  33
Portfolio Value:  4.27B
SEC Reference
Holding
Activity
Stock% of portfoliioActivitySharesValueRecent Price

OMF - Onemain holdings inc

12.247%Reduced 0.71%7.74M522.79M$67.550

SNX - Td synnex corp

11.132%Reduced 3.42%3.16M475.21M$150.230

ELV - Elevance health inc

10.280%Reduced 31.74%1.25M438.82M$350.550

SLM - Slm corp

8.134%Add 10.06%12.83M347.23M$27.060

AN - Autonation inc

7.511%Add 27.90%1.55M320.61M$206.480
Millrose pptys inc
6.018%Add 59.99%8.60M256.89M$29.870

LEN - Lennar corp

5.807%Add 20.24%2.41M247.89M$102.800

BLDR - Builders firstsource, inc.

5.734%Add 31.78%2.38M244.79M$102.890

COF - Capital one financial corp

5.728%Add 4.57%1.01M244.51M$242.360

MPLX - Mplx lp

5.594%Add 0.15%4.47M238.78M$53.370

RYAAY - Ryanair holdings plc

5.169%Reduced 25.16%3.06M220.66M$72.190

PRI - Primerica inc

4.722%Add 3.60%780.125K201.55M$258.360

FNF - Fidelity national financial, inc.

4.500%Add 0.85%3.52M192.11M$54.590

FG - F&g annuities & life inc

3.886%Add 3.03%5.38M165.88M$30.850

DHI - Dr horton inc

2.368%Reduced 0.97%701.822K101.08M$144.030

AM - Antero midstream corp

0.770%Reduced 0.93%1.85M32.88M$17.790

GOOGL - Alphabet inc

0.149%Reduced 7.32%20.258K6.34M$313.000

HCA - Hca healthcare inc

0.043%39231.83M$466.860

JPM - Jpmorgan chase & co

0.043%56431.82M$322.220

BAC - Bank of america corp

0.034%26.532K1.46M$55.000

GOOG - Alphabet inc

0.028%37901.19M$313.800

CMCSA - Comcast corp

0.022%31.094K929.4K$29.890

USB - Us bancorp

0.019%15K800.4K$53.360

PGR - Progressive corp

0.009%1746397.599K$227.720

MAR - Marriott international inc

0.009%1194370.427K$310.240

AMZN - Amazon.com inc

0.008%1400323.148K$230.820

MSFT - Microsoft corp

0.006%525253.9K$483.619

AMAT - Applied materials inc

0.006%Buy961246.967K$256.990

MA - Mastercard inc

0.006%422240.911K$570.879

MCO - Moody's corp

0.006%471240.61K$510.849

META - Meta platforms inc

0.005%338223.11K$660.089

V - Visa inc

0.005%618216.739K$350.710

SPGI - S&p global inc

0.005%Buy401209.559K$522.591