Glenn Greenberg Holdings Activity

Brave Warrior Advisors Portfolio 13F

Brave Warrior Advisors has disclosed a total of 30 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 5, bought 6 totally new, decreased the number of shares of 16 and completely sold out 3 position(s).

What stocks is Glenn Greenberg buying now?

In the recent quarter Glenn Greenberg has bought 11 securities out of which top 5 purchases (by % change to portfolio) are (ICLR) ICON PLC (new buy), (PRI) PRIMERICA INC (added shares +12.72%), (SLM) SLM CORP (added shares +5.86%), (SUNB) SUNBELT RENTALS HOLDINGS INC (new buy) and (MSFT) MICROSOFT CORP (added shares +285.71%).

What does Glenn Greenberg invest in?

Glenn Greenberg's top 5 holdings (by % of portfolio) are (SNX) SYNNEX CORP (12.75%), (OMF) ONEMAIN HOLDINGS INC (10.2%), (ICLR) ICON PLC (8.21%), (ANTM) ANTHEM INC (8.13%) and (AN) AUTONATION INC (7.48%).

In the latest report(s) the following changes have been made to the top investments: (SNX) SYNNEX CORP (reduced shares -3.46%), (OMF) ONEMAIN HOLDINGS INC (reduced shares -0.46%), (ICLR) ICON PLC (new buy), (ANTM) ANTHEM INC (reduced shares -10.34%) and (AN) AUTONATION INC (reduced shares -0.32%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2026 Q1 (30 results)
ICLR
ICON PLC
buy
+2,996,811
+8.21%
$110.66
32.10% $146.18
8.21%
ARES
ARES MANAGEMENT CORP - A
buy
+5,000
+0.01%
$109.10
23.65% $134.90
0.01%
FAF
FIRST AMERICAN FINANCIAL
buy
+5,000
+0.01%
$60.29
9.04% $65.74
0.01%
ET
ENERGY TRANSFER LP
buy
+15,000
+0.01%
$19.30
-
0.01%
SUNB
SUNBELT RENTALS HOLDINGS INC
buy
+23,762
+0.04%
$65.09
26.55% $82.37
0.04%
APO
APOLLO GLOBAL MANAGEMENT INC
buy
+4,500
+0.01%
$111.42
-
0.01%
MSFT
MICROSOFT CORP
+285.71%
+1,500
+0.01%
$370.17
5.56% $390.74
0.02%
PRI
PRIMERICA INC
+12.72%
+99,198
+0.62%
$250.48
12.59% $282.01
5.45%
META
META PLATFORMS INC-CLASS A
+10.36%
+35
+0.00%
$572.13
0.90% $566.98
0.01%
SLM
SLM CORP
+5.86%
+752,403
+0.40%
$21.41
4.53% $22.38
7.20%
PGR
PROGRESSIVE CORP
+2.46%
+43
+0.00%
$198.24
2.46% $203.11
0.01%
LEN
LENNAR CORP-A
-0.06%
-1,364
-0.00%
$86.84
3.98% $90.30
5.18%
BLDR
BUILDERS FIRSTSOURCE INC
-0.29%
-6,853
-0.01%
$82.33
5.54% $77.77
4.83%
AN
AUTONATION INC
-0.32%
-5,013
-0.02%
$195.26
1.91% $191.53
7.48%
AM
ANTERO MIDSTREAM CORP
-0.44%
-8,093
-0.00%
$22.80
4.96% $21.67
1.04%
FG
F&G ANNUITIES & LIFE INC
-0.44%
-23,888
-0.01%
$25.32
14.18% $28.91
3.35%
COF
CAPITAL ONE FINANCIAL CORP
-0.45%
-4,558
-0.02%
$182.43
1.26% $184.73
4.53%
OMF
ONEMAIN HOLDINGS INC
-0.46%
-35,986
-0.05%
$53.49
6.02% $56.71
10.20%
FNF
FIDELITY NATIONAL FINANCIAL
-0.48%
-16,876
-0.02%
$46.38
3.32% $47.92
4.02%
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
-0.57%
-17,322
-0.02%
$57.80
-
4.35%
MRP
MILLROSE PROPERTIES
-0.98%
-84,327
-0.06%
$28.00
4.04% $29.13
5.90%
DHI
DR HORTON INC
-1.18%
-8,261
-0.03%
$137.22
12.29% $154.09
2.36%
SNX
SYNNEX CORP
-3.46%
-109,595
-0.46%
$168.71
66.30% $280.57
12.75%
ANTM
ANTHEM INC
-10.34%
-129,495
-0.94%
$292.75
-
8.13%
MPLX
MPLX LP
-27.28%
-1,220,591
-1.72%
$57.07
-
4.60%
BAC
BANK OF AMERICA CORP
-45.23%
-12,000
-0.01%
$48.75
14.91% $56.02
0.02%
HCA
HCA HEALTHCARE INC
-66.02%
-2,590
-0.03%
$473.24
18.19% $387.18
0.02%
SPGI
S&P GLOBAL INC
-100.00%
-401
-0.01%
$522.59
19.84% $418.91
0.00%
USB
US BANCORP
-100.00%
-15,000
-0.02%
$53.36
10.46% $58.94
0.00%
V
VISA INC-CLASS A SHARES
-100.00%
-618
-0.01%
$350.71
8.08% $322.39
0.00%
30 of 943

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.