Brave Warrior Advisors · portfolio as of Q2 2026, filed Aug 14, 2026
Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.
6 of 33 holdings are Undervalued or On Sale by our valuation (24% of the money).
On Sale: SLM.
Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 7 not valued.
Glenn Greenberg's portfolio holds 40 stocks worth $4.6B at the end of Q2 2026. The largest positions are ICLR, OMF, SNX, ELV and SLM.
In Q2 2026, Glenn Greenberg opened 7 new positions (ADI, AJG, SPGI, TXN, UNH, V and NU) and added to AMZN, HCA, MA, MSFT and RYAAY.
In Q2 2026, Glenn Greenberg sold out of APO, ARES and FAF and trimmed ELV, FG, MRP and SNX.
SLM, LEN, COF, JPM, BAC and CMCSA are Undervalued or On Sale by our valuation.
Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.
From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →