13F portfolio / Investment manager
Brave Warrior Advisors
Glenn Greenberg (principal)
The firm is based in New York, NY, according to its SEC filings.
Its earliest 13F holdings report on SEC EDGAR was filed in July 2012.
SEC Form ADV lists Glenn H. Greenberg as principal.
The 13F shows long US-listed stock and option positions only. It leaves out short positions, cash, bonds and most non-US holdings.
- Reported 13F value
- $4.6B
- Positions
- 40
- Est. 1-yearEstimate
- +1.2%SPY +15.7%
- Est. 3-year, annualizedEstimate
- +13.8%SPY +22.8%
As of Jun 30, 2026 · filed Aug 14, 2026
Holdings
7 new · 6 added · 15 trimmed · 12 unchanged · 3 sold out
| 1 | ICLR on Yahoo Finance (opens in a new tab) | ICON Pub Ltd CoSHS | 11.9% | $548M | 3,153,308 | Added +5.2% | $136.14 | $170.14 | +25.0% |
| 2 | OMF on Yahoo Finance (opens in a new tab) | Onemain Hldgs IncCOM | 10.1% | $462M | 7,585,152 | Trimmed -1.5% | $33.90* | $55.92 | +64.9% |
| 3 | SNX on Yahoo Finance (opens in a new tab) | Td Synnex CorporationCOM | 8.4% | $385M | 1,441,630 | Trimmed -52.8% | $104.67 | $247.20 | +136.2% |
| 4 | ELV on Yahoo Finance (opens in a new tab) | Elevance Health Inc FormerlyCOM | 8.2% | $378M | 976,885 | Trimmed -13.0% | $377.37* | $428.93 | +13.7% |
| 5 | SLM on Yahoo Finance (opens in a new tab) | SLM CorpCOM | 7.6% | $347M | 13,381,145 | Trimmed -1.5% | $28.18 | $21.84 | -22.5% |
| 6 | AJG on Yahoo Finance (opens in a new tab) | Gallagher Arthur J & CoCOM | 6.4% | $295M | 1,285,022 | New | $211.27 | $251.64 | +19.1% |
| 7 | AN on Yahoo Finance (opens in a new tab) | Autonation IncCOM | 6.2% | $283M | 1,524,124 | Trimmed -1.5% | $168.23* | $161.54 | -4.0% |
| 8 | RYAAY on Yahoo Finance (opens in a new tab) | Ryanair Holdings PLCSPONSORED ADR | 5.6% | $256M | 3,958,684 | Added +30.2% | $45.70 | $52.35 | +14.5% |
| 9 | PRI on Yahoo Finance (opens in a new tab) | Primerica IncCOM | 5.4% | $246M | 865,863 | Trimmed -1.5% | $201.03* | $281.99 | +40.3% |
| 10 | LEN on Yahoo Finance (opens in a new tab) | Lennar CorpCL A | 4.7% | $215M | 2,373,177 | Trimmed -1.5% | $129.05* | $76.89 | -40.4% |
| 11 | BLDR on Yahoo Finance (opens in a new tab) | Builders Firstsource IncCOM | 4.6% | $209M | 2,340,571 | Trimmed -1.3% | $130.18 | $54.58 | -58.1% |
| 12 | COF on Yahoo Finance (opens in a new tab) | Capital One Finl CorpCOM | 4.3% | $198M | 988,973 | Trimmed -1.5% | $185.07 | $200.55 | +8.4% |
| 13 | MRP on Yahoo Finance (opens in a new tab) | Millrose Pptys IncCOM CL A | 3.9% | $181M | 6,030,725 | Trimmed -29.2% | $22.83 | $22.46 | -1.6% |
| 14 | MPLX on Yahoo Finance (opens in a new tab) | Mplx LPCOM UNIT REP LTD | 3.9% | $179M | 3,180,534 | Trimmed -2.2% | $33.17* | $57.85 | +74.4% |
| 15 | FNF on Yahoo Finance (opens in a new tab) | Fidelity Natl Finl IncCOM SHS | 3.5% | $163M | 3,446,864 | Trimmed -1.6% | $36.25* | $39.92 | +10.1% |
| 16 | DHI on Yahoo Finance (opens in a new tab) | D R Horton IncCOM | 2.4% | $111M | 684,478 | Trimmed -1.3% | $118.06* | $139.38 | +18.1% |
| 17 | FG on Yahoo Finance (opens in a new tab) | F&G Annuities & Life IncCOMMON STOCK | 1.4% | $66M | 2,482,417 | Trimmed -53.6% | $25.64* | $19.72 | -23.1% |
| 18 | AM on Yahoo Finance (opens in a new tab) | Antero Midstream CorpCOM | 0.9% | $41M | 1,823,631 | Trimmed -0.9% | $10.08* | $20.36 | +102.1% |
| 19 | GOOGL on Yahoo Finance (opens in a new tab) | Alphabet IncCAP STK CL A | 0.2% | $7M | 20,258 | Unchanged | $133.04* | $341.57 | +156.7% |
| 20 | HCA on Yahoo Finance (opens in a new tab) | HCA Healthcare IncCOM | 0.0% | $2M | 4,833 | Added +262.6% | $388.51* | $459.18 | +18.2% |
| 21 | JPM on Yahoo Finance (opens in a new tab) | JPMorgan Chase & CoCOM | 0.0% | $2M | 5,643 | Unchanged | $136.41* | $337.82 | +147.7% |
| 22 | SUNB on Yahoo Finance (opens in a new tab) | Sunbelt Rentals Holdings IncSHS | 0.0% | $2M | 23,762 | Unchanged | $69.19 | $75.66 | +9.4% |
| 23 | MSFT on Yahoo Finance (opens in a new tab) | Microsoft CorpCOM | 0.0% | $2M | 4,275 | Added +111.1% | $404.76* | $526.88 | +30.2% |
| 24 | GOOG on Yahoo Finance (opens in a new tab) | Alphabet IncCAP STK CL C | 0.0% | $1M | 3,790 | Unchanged | $133.93* | $337.82 | +152.2% |
| 25 | BAC on Yahoo Finance (opens in a new tab) | Bank Of Amer CorpCOM | 0.0% | $828K | 14,532 | Unchanged | $33.03* | $51.48 | +55.9% |
| 26 | CMCSA on Yahoo Finance (opens in a new tab) | Comcast Corp NewCL A | 0.0% | $763K | 31,094 | Unchanged | $37.32* | $21.95 | -41.2% |
| 27 | AMAT on Yahoo Finance (opens in a new tab) | Applied Matls IncCOM | 0.0% | $695K | 961 | Unchanged | $238.64 | $416.19 | +74.4% |
| 28 | AMZN on Yahoo Finance (opens in a new tab) | Amazon Com IncCOM | 0.0% | $632K | 2,650 | Added +89.3% | $189.95* | $249.20 | +31.2% |
| 29 | MA on Yahoo Finance (opens in a new tab) | Mastercard IncorporatedCL A | 0.0% | $602K | 1,172 | Added +177.7% | $483.21 | $614.51 | +27.2% |
| 30 | SPGI on Yahoo Finance (opens in a new tab) | S&P Global IncCOM | 0.0% | $571K | 1,401 | New | $398.03 | $426.66 | +7.2% |
| 31 | NU on Yahoo Finance (opens in a new tab) | Nu Hldgs LtdORD SHS CL A | 0.0% | $534K | 40,000 | New | $13.48 | $14.49 | +7.5% |
| 32 | MAR on Yahoo Finance (opens in a new tab) | Marriott Intl Inc NewCL A | 0.0% | $442K | 1,194 | Unchanged | $194.14* | $389.52 | +100.6% |
| 33 | PGR on Yahoo Finance (opens in a new tab) | Progressive CorpCOM | 0.0% | $391K | 1,789 | Unchanged | $129.13* | $216.20 | +67.4% |
| 34 | TXN on Yahoo Finance (opens in a new tab) | Texas Instrs IncCOM | 0.0% | $301K | 1,010 | New | $275.57 | $278.50 | +1.1% |
| 35 | ET on Yahoo Finance (opens in a new tab) | Energy Transfer L PCOM UT LTD PTN | 0.0% | $287K | 15,000 | Unchanged | $17.58 | $20.25 | +15.2% |
| 36 | ADI on Yahoo Finance (opens in a new tab) | Analog Devices IncCOM | 0.0% | $243K | 612 | New | $393.89 | $399.04 | +1.3% |
| 37 | MCO on Yahoo Finance (opens in a new tab) | Moody's CorpCOM | 0.0% | $213K | 471 | Unchanged | $455.67 | $481.11 | +5.6% |
| 38 | V on Yahoo Finance (opens in a new tab) | Visa IncCOM CL A | 0.0% | $212K | 618 | New | $320.16 | $400.91 | +25.2% |
| 39 | META on Yahoo Finance (opens in a new tab) | Meta Platforms IncCL A | 0.0% | $210K | 373 | Unchanged | $617.31 | $706.95 | +14.5% |
| 40 | UNH on Yahoo Finance (opens in a new tab) | Unitedhealth Group IncCOM | 0.0% | $207K | 499 | New | $366.70 | $401.73 | +9.6% |
Sold out since Q1 2026
- ARES on Yahoo Finance (opens in a new tab)Ares Management Corporation$546K at Q1 2026
- APO on Yahoo Finance (opens in a new tab)Apollo Global Mgmt Inc$501K at Q1 2026
- FAF on Yahoo Finance (opens in a new tab)First Amern Finl Corp$301K at Q1 2026
Estimated, from reported holdings
Quarter by quarter
High-conviction buys (new positions at 3% or more of the portfolio) since Q3 2023: 6. Of 4 with six months of history, 0.0% beat the S&P 500 from the filing date.
Source: SEC Form 13F-HR 0001172661-26-003728, compared with the Q1 2026 report. 0 option rows are excluded from weights. Tickers map from CUSIP via OpenFIGI. Estimated returns weight each position’s next-quarter total return (Yahoo Finance adjusted closes) by its quarter-end value and assume no trades. Estimated cost averages daily adjusted closes in each quarter the share count rose, from Q3 2023 onward (* = held at the start of our data). Price is the latest close.
Important information
Form 13F data is delayed. Managers have up to 45 days after each calendar quarter to file, so holdings shown may have changed materially since the report date. 13F reports cover long positions in US-listed equities and certain other securities only; they exclude short positions, most non-US holdings, cash, bonds and private investments, and managers may request confidential treatment for some positions. Options rows are listed in filings but are not counted in the holdings and weights shown here.
Estimated holdings returns, estimated cost and high-conviction results are hypothetical calculations from quarter-end holdings and public prices, assuming no trades between reports. They are not the actual returns or costs of any fund or manager and do not reflect fees, trading, leverage, shorts or cash. Biographies are drawn from cited public sources. This page is for information only and is not individualized investment advice or a recommendation to buy or sell any security. Gulfstream Capital and its clients may hold positions in securities shown.