13F tracker › Brave Warrior Advisors
Brave Warrior Advisors 13F holdings, Q2 2026
Brave Warrior Advisors (investment firm founded by Glenn Greenberg) reported 40 US-listed positions worth $4.6B in its
Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026.
Compared with Q1 2026, the filing shows 7 new positions, 6 increased, 14 reduced, and 3 exited.
Reported value$4.6B
Positions40
New / exited7 / 3
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Icon Pub Ltd Co | $547.8M | 11.9% | 3,153,308 |
| Onemain Hldgs Inc | $462.5M | 10.1% | 7,585,152 |
| Td Synnex Corporation | $385.4M | 8.4% | 1,441,630 |
| Elevance Health Inc Formerly | $377.8M | 8.2% | 976,885 |
| Slm Corp | $347.1M | 7.6% | 13,381,145 |
| Gallagher Arthur J & Co | $295.0M | 6.4% | 1,285,022 |
| Autonation Inc | $283.2M | 6.2% | 1,524,124 |
| Ryanair Holdings Plc | $256.3M | 5.6% | 3,958,684 |
| Primerica Inc | $246.1M | 5.4% | 865,863 |
| Lennar Corp | $214.7M | 4.7% | 2,373,177 |
| Builders Firstsource Inc | $209.4M | 4.6% | 2,340,571 |
| Capital One Finl Corp | $198.4M | 4.3% | 988,973 |
| Millrose Pptys Inc | $181.2M | 3.9% | 6,030,725 |
| Mplx Lp | $179.2M | 3.9% | 3,180,534 |
| Fidelity Natl Finl Inc | $162.6M | 3.5% | 3,446,864 |
| D R Horton Inc | $111.5M | 2.4% | 684,478 |
| F&G Annuities & Life Inc | $66.0M | 1.4% | 2,482,417 |
| Antero Midstream Corp | $41.5M | 0.9% | 1,823,631 |
| Alphabet Inc (Class A) | $7.2M | 0.2% | 20,258 |
| Hca Healthcare Inc | $1.9M | 0.0% | 4,833 |
| Jpmorgan Chase & Co | $1.8M | 0.0% | 5,643 |
| Sunbelt Rentals Holdings Inc | $1.8M | 0.0% | 23,762 |
| Microsoft Corp | $1.6M | 0.0% | 4,275 |
| Alphabet Inc (Class C) | $1.3M | 0.0% | 3,790 |
| Bank Of Amer Corp | $828,033 | 0.0% | 14,532 |
New positions in Q2 2026
| Company | Value | Shares |
| Gallagher Arthur J & Co | $295.0M | 1,285,022 |
| S&P Global Inc | $570,571 | 1,401 |
| Nu Hldgs Ltd | $534,400 | 40,000 |
| Texas Instrs Inc | $301,051 | 1,010 |
| Analog Devices Inc | $243,068 | 612 |
| Visa Inc | $212,030 | 618 |
| Unitedhealth Group Inc | $207,399 | 499 |
Positions increased
| Company | Value | Share change | Shares |
| Icon Pub Ltd Co | $547.8M | +5% | 3,153,308 |
| Ryanair Holdings Plc | $256.3M | +30% | 3,958,684 |
| Hca Healthcare Inc | $1.9M | +263% | 4,833 |
| Microsoft Corp | $1.6M | +111% | 4,275 |
| Amazon Com Inc | $631,601 | +89% | 2,650 |
| Mastercard Incorporated | $601,939 | +178% | 1,172 |
Positions reduced
| Company | Value | Share change | Shares |
| Onemain Hldgs Inc | $462.5M | -2% | 7,585,152 |
| Td Synnex Corporation | $385.4M | -53% | 1,441,630 |
| Elevance Health Inc Formerly | $377.8M | -13% | 976,885 |
| Slm Corp | $347.1M | -1% | 13,381,145 |
| Autonation Inc | $283.2M | -2% | 1,524,124 |
| Primerica Inc | $246.1M | -2% | 865,863 |
| Lennar Corp | $214.7M | -2% | 2,373,177 |
| Builders Firstsource Inc | $209.4M | -1% | 2,340,571 |
| Capital One Finl Corp | $198.4M | -2% | 988,973 |
| Millrose Pptys Inc | $181.2M | -29% | 6,030,725 |
| Mplx Lp | $179.2M | -2% | 3,180,534 |
| Fidelity Natl Finl Inc | $162.6M | -2% | 3,446,864 |
| D R Horton Inc | $111.5M | -1% | 684,478 |
| F&G Annuities & Life Inc | $66.0M | -54% | 2,482,417 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
| Ares Management Corporation | $545,500 | 5,000 |
| Apollo Global Mgmt Inc | $501,390 | 4,500 |
| First Amern Finl Corp | $301,450 | 5,000 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-11-11.
