Portfolios of the great investors (13F)

Glenn Greenberg portfolio · Brave Warrior

13F for 2026-06-30 filed with the SEC, compared with 2026-03-31.

Reported value
4.588 M$
Holdings
40
Buys
13
Sells
18
What they bought
Gallagher Arthur J & Conew
S&P Global Incnew
Nu Hldgs Ltd (A)new
Texas Instrs Incnew
Analog Devices Incnew
Visa Inc (A)new
Unitedhealth Group Incnew
Icon Pub Ltd Coincreased 5%
Ryanair Holdings Plcincreased 30%
Hca Healthcare Incincreased 263%
Microsoft Corpincreased 111%
Amazon Com Incincreased 89%
Mastercard Incorporated (A)increased 178%
What they sold
Ares Management Corporation (A)sold out
Apollo Global Mgmt Incsold out
First Amern Finl Corpsold out
Onemain Hldgs Increduced -2%
Td Synnex Corporationreduced -53%
Elevance Health Inc Formerlyreduced -13%
Slm Corpreduced -1%
Autonation Increduced -2%
Primerica Increduced -2%
Lennar Corp (A)reduced -2%
Builders Firstsource Increduced -1%
Capital One Finl Corpreduced -2%
Millrose Pptys Inc (A)reduced -29%
Mplx Lpreduced -2%
Fidelity Natl Finl Increduced -2%

All holdings

CompanyWeight ValueSharesChange
Icon Pub Ltd Co11,9% 548 M$3.153.308 increased 5%
Onemain Hldgs Inc10,1% 462 M$7.585.152 reduced -2%
Td Synnex Corporation8,4% 385 M$1.441.630 reduced -53%
Elevance Health Inc Formerly8,2% 378 M$976.885 reduced -13%
Slm Corp7,6% 347 M$13.381.145 reduced -1%
Gallagher Arthur J & Co6,4% 295 M$1.285.022 new
Autonation Inc6,2% 283 M$1.524.124 reduced -2%
Ryanair Holdings Plc5,6% 256 M$3.958.684 increased 30%
Primerica Inc5,4% 246 M$865.863 reduced -2%
Lennar Corp (A)4,7% 215 M$2.373.177 reduced -2%
Builders Firstsource Inc4,6% 209 M$2.340.571 reduced -1%
Capital One Finl Corp4,3% 198 M$988.973 reduced -2%
Millrose Pptys Inc (A)3,9% 181 M$6.030.725 reduced -29%
Mplx Lp3,9% 179 M$3.180.534 reduced -2%
Fidelity Natl Finl Inc3,5% 163 M$3.446.864 reduced -2%
D R Horton Inc2,4% 111 M$684.478 reduced -1%
F&G Annuities & Life Inc1,4% 66 M$2.482.417 reduced -54%
Antero Midstream Corp0,9% 41 M$1.823.631 reduced -1%
Alphabet Inc (A)0,2% 7 M$20.258
Hca Healthcare Inc0,0% 2 M$4.833 increased 263%
Jpmorgan Chase & Co0,0% 2 M$5.643
Sunbelt Rentals Holdings Inc0,0% 2 M$23.762
Microsoft Corp0,0% 2 M$4.275 increased 111%
Alphabet Inc (C)0,0% 1 M$3.790
Bank Of Amer Corp0,0% 828.03314.532
Comcast Corp New (A)0,0% 763.35831.094
Applied Matls Inc0,0% 694.803961
Amazon Com Inc0,0% 631.6012.650 increased 89%
Mastercard Incorporated (A)0,0% 601.9391.172 increased 178%
S&P Global Inc0,0% 570.5711.401 new
Nu Hldgs Ltd (A)0,0% 534.40040.000 new
Marriott Intl Inc New (A)0,0% 442.4841.194
Progressive Corp0,0% 390.8071.789
Texas Instrs Inc0,0% 301.0511.010 new
Energy Transfer L P0,0% 286.80015.000
Analog Devices Inc0,0% 243.068612 new
Moodys Corp0,0% 213.325471
Visa Inc (A)0,0% 212.030618 new
Meta Platforms Inc (A)0,0% 210.107373
Unitedhealth Group Inc0,0% 207.399499 new

Public SEC data (EDGAR). A 13F is filed up to 45 days after the quarter ends, only covers US-listed stocks and does not say at what price they were bought. This is not investment advice.

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