Glenn Greenberg's portfolio
Highly concentrated quality-value with long holding periods.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- Arthur J Gallagher &AJG$295M
- S&P GlobalSPGI$570,571
- Texas InstrumentsTXN$301,051
- Analog DevicesADI$243,068
- Visa Inc. Class AV$212,030
- UnitedHealth GroupUNH$207,399
Added to
- ICONICLR$548M
- Ryanair Holdings PLC ADRRYAAY$256M
- HCAHCA$2M
- MicrosoftMSFT$2M
- Amazon.comAMZN$631,601
- MastercardMA$601,939
Trimmed
- OneMainOMF$462M
- SynnexSNX$385M
- Elevance HealthELV$378M
- SLMSLM$347M
- AutoNationAN$283M
- PrimericaPRI$246M
- LennarLEN$215M
- Builders FirstSourceBLDR$209M
- Capital One FinancialCOF$198M
- Millrose PropertiesMRP$181M
Sold out
None this quarter.
Holdings
40 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| ICONICLR | 11.94% | $548M | 3,153,308 | Added |
| OneMainOMF | 10.08% | $462M | 7,585,152 | Trimmed |
| SynnexSNX | 8.40% | $385M | 1,441,630 | Trimmed |
| Elevance HealthELV | 8.23% | $378M | 976,885 | Trimmed |
| SLMSLM | 7.57% | $347M | 13,381,145 | Trimmed |
| Arthur J Gallagher &AJG | 6.43% | $295M | 1,285,022 | New |
| AutoNationAN | 6.17% | $283M | 1,524,124 | Trimmed |
| Ryanair Holdings PLC ADRRYAAY | 5.59% | $256M | 3,958,684 | Added |
| PrimericaPRI | 5.36% | $246M | 865,863 | Trimmed |
| LennarLEN | 4.68% | $215M | 2,373,177 | Trimmed |
| Builders FirstSourceBLDR | 4.56% | $209M | 2,340,571 | Trimmed |
| Capital One FinancialCOF | 4.32% | $198M | 988,973 | Trimmed |
| Millrose PropertiesMRP | 3.95% | $181M | 6,030,725 | Trimmed |
| MPLX LPMPLX | 3.90% | $179M | 3,180,534 | Trimmed |
| Fidelity National FinancialFNF | 3.54% | $163M | 3,446,864 | Trimmed |
| DR HortonDHI | 2.43% | $111M | 684,478 | Trimmed |
| F&G Annuities & LifeFG | 1.44% | $66M | 2,482,417 | Trimmed |
| Antero Midstream Partners LPAM | 0.90% | $41M | 1,823,631 | Trimmed |
| Alphabet Inc Class AGOOGL | 0.16% | $7M | 20,258 | Held |
| HCAHCA | 0.04% | $2M | 4,833 | Added |
| JPMorgan Chase &JPM | 0.04% | $2M | 5,643 | Held |
| Sunbelt RentalsSUNB | 0.04% | $2M | 23,762 | Held |
| MicrosoftMSFT | 0.04% | $2M | 4,275 | Added |
| Alphabet Inc Class CGOOG | 0.03% | $1M | 3,790 | Held |
| Bank of AmericaBAC | 0.02% | $828,033 | 14,532 | Held |
| ComcastCMCSA | 0.02% | $763,358 | 31,094 | Held |
| Applied MaterialsAMAT | 0.01% | $694,803 | 961 | Held |
| Amazon.comAMZN | 0.01% | $631,601 | 2,650 | Added |
| MastercardMA | 0.01% | $601,939 | 1,172 | Added |
| S&P GlobalSPGI | 0.01% | $570,571 | 1,401 | New |
| Nu Hldgs | 0.01% | $534,400 | 40,000 | Held |
| Marriott InternationalMAR | 0.01% | $442,484 | 1,194 | Held |
| ProgressivePGR | 0.01% | $390,807 | 1,789 | Held |
| Texas InstrumentsTXN | 0.01% | $301,051 | 1,010 | New |
| Energy Transfer LPET | 0.01% | $286,800 | 15,000 | Held |
| Analog DevicesADI | 0.01% | $243,068 | 612 | New |
| MoodysMCO | 0.01% | $213,325 | 471 | Held |
| Visa Inc. Class AV | 0.01% | $212,030 | 618 | New |
| Meta PlatformsMETA | 0.01% | $210,107 | 373 | Held |
| UnitedHealth GroupUNH | 0.01% | $207,399 | 499 | New |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Glenn Greenberg own?
In the Q2 2026 13F, Brave Warrior Advisors reported 40 US stock positions worth $4.6B. The largest: ICON (ICLR) 11.9%, OneMain (OMF) 10.1%, Synnex (SNX) 8.4%, Elevance Health (ELV) 8.2%, SLM (SLM) 7.6%.
What did Glenn Greenberg buy last quarter?
In Q2 2026: new position in Arthur J Gallagher & (AJG); new position in S&P Global (SPGI); new position in Texas Instruments (TXN); added to ICON (ICLR); added to Ryanair Holdings PLC ADR (RYAAY); added to HCA (HCA).
When is Glenn Greenberg's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.