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Glenn Greenberg

Brave Warrior Advisors, LLC

Period:  Q1, 2026
Filed Date:  May 15, 2026
Reported Date:  Mar 31, 2026
No. of Stocks:  36
Portfolio Value:  4.04B
SEC Reference
Holding
Activity
Stock% of portfoliioActivitySharesValueRecent Price

SNX - Td synnex corp

12.751%Reduced 3.46%3.05M515.18M$168.710

OMF - Onemain holdings inc

10.199%Reduced 0.46%7.70M412.05M$53.490

ICLR - Icon plc

8.208%Buy3.00M331.63M$110.660

ELV - Elevance health inc

8.132%Reduced 10.34%1.12M328.56M$292.750

AN - Autonation inc

7.480%Reduced 0.32%1.55M302.21M$195.260

SLM - Slm corp

7.199%Add 5.86%13.58M290.84M$21.410
Millrose pptys inc
5.902%Reduced 0.98%8.52M238.45M$28.000

PRI - Primerica inc

5.452%Add 12.72%879.323K220.25M$250.480

LEN - Lennar corp

5.180%Reduced 0.06%2.41M209.29M$86.840

BLDR - Builders firstsource, inc.

4.834%Reduced 0.29%2.37M195.31M$82.330

MPLX - Mplx lp

4.596%Reduced 27.28%3.25M185.68M$57.070

COF - Capital one financial corp

4.535%Reduced 0.45%1.00M183.22M$182.430

RYAAY - Ryanair holdings plc

4.348%Reduced 0.57%3.04M175.68M$57.800

FNF - Fidelity national financial, inc.

4.020%Reduced 0.48%3.50M162.43M$46.380

FG - F&g annuities & life inc

3.355%Reduced 0.44%5.35M135.54M$25.320

DHI - Dr horton inc

2.356%Reduced 1.18%693.561K95.17M$137.220

AM - Antero midstream corp

1.038%Reduced 0.44%1.84M41.95M$22.800

GOOGL - Alphabet inc

0.144%20.258K5.83M$287.560

JPM - Jpmorgan chase & co

0.041%56431.66M$294.160
Sunbelt rentals holdings inc
0.038%Buy23.762K1.55M$65.090

GOOG - Alphabet inc

0.027%37901.09M$286.860

CMCSA - Comcast corp

0.022%31.094K892.709K$28.710

MSFT - Microsoft corp

0.019%Add 285.71%2025749.594K$370.170

BAC - Bank of america corp

0.018%Reduced 45.23%14.532K708.435K$48.750

HCA - Hca healthcare inc

0.016%Reduced 66.02%1333630.829K$473.240

ARES - Ares management corp

0.014%Buy5000545.5K$109.100

APO - Apollo global management inc

0.012%Buy4500501.39K$111.420

MAR - Marriott international inc

0.010%1194390.522K$327.070

PGR - Progressive corp

0.009%Add 2.46%1789354.651K$198.240

AMAT - Applied materials inc

0.008%961328.46K$341.790

FAF - First american financial corp

0.007%Buy5000301.45K$60.290

AMZN - Amazon.com inc

0.007%1400291.578K$208.270

ET - Energy transfer lp

0.007%Buy15K289.5K$19.300

META - Meta platforms inc

0.005%Add 10.36%373213.404K$572.129

MA - Mastercard inc

0.005%422210.857K$499.661

MCO - Moody's corp

0.005%471205.474K$436.251