Brave Warrior Advisors portfolio — 13F holdings Q2 2026
Brave Warrior Advisors (Glenn Greenberg) reported 39 long positions worth $4.6 billion as of 2026-06-30. Top holdings: ICON PLC, OneMain Holdings, Inc., TD SYNNEX CORP, Elevance Health, Inc., SLM Corp. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| ICON PLC | 2026-06-30 | 547761133.00 USD | 11.94% | add | Original filing |
| OneMain Holdings, Inc. | 2026-06-30 | 462466717.00 USD | 10.08% | reduce | Original filing |
| TD SYNNEX CORP | 2026-06-30 | 385405364.00 USD | 8.40% | reduce | Original filing |
| Elevance Health, Inc. | 2026-06-30 | 377790736.00 USD | 8.23% | reduce | Original filing |
| SLM Corp | 2026-06-30 | 347106901.00 USD | 7.56% | reduce | Original filing |
| Arthur J. Gallagher & Co. | 2026-06-30 | 295002501.00 USD | 6.43% | buy | Original filing |
| AUTONATION, INC. | 2026-06-30 | 283166998.00 USD | 6.17% | reduce | Original filing |
| RYANAIR HOLDINGS PLC | 2026-06-30 | 256324789.00 USD | 5.59% | add | Original filing |
| Primerica, Inc. | 2026-06-30 | 246078265.00 USD | 5.36% | reduce | Original filing |
| LENNAR CORP /NEW/ | 2026-06-30 | 214748787.00 USD | 4.68% | reduce | Original filing |
| Builders FirstSource, Inc. | 2026-06-30 | 209434293.00 USD | 4.56% | reduce | Original filing |
| CAPITAL ONE FINANCIAL CORP | 2026-06-30 | 198407763.00 USD | 4.32% | reduce | Original filing |
| Millrose Properties, Inc. | 2026-06-30 | 181223286.00 USD | 3.95% | reduce | Original filing |
| MPLX LP | 2026-06-30 | 179159480.00 USD | 3.90% | reduce | Original filing |
| Fidelity National Financial, Inc. | 2026-06-30 | 162554106.00 USD | 3.54% | reduce | Original filing |
| HORTON D R INC /DE/ | 2026-06-30 | 111487777.00 USD | 2.43% | reduce | Original filing |
| F&G Annuities & Life, Inc. | 2026-06-30 | 66007468.00 USD | 1.44% | reduce | Original filing |
| Antero Midstream Corp | 2026-06-30 | 41487605.00 USD | 0.90% | reduce | Original filing |
| Alphabet Inc. | 2026-06-30 | 8578722.00 USD | 0.19% | hold | Original filing |
| HCA Healthcare, Inc. | 2026-06-30 | 1884338.00 USD | 0.04% | add | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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