Glenn Greenberg - Brave Warrior Advisors,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $4,040,158,246
Holdings Activity Buys Sells    History
Period Portfolio
Value		 Top 20 holdings history (left to right)
2026   Q1 $4.04 B SNX OMF ICLR ELV AN SLM MRP PRI LEN BLDR MPLX COF RYAAY FNF FG DHI AM GOOGL JPM SUNB
2025   Q4 $4.27 B OMF SNX ELV SLM AN MRP LEN BLDR COF MPLX RYAAY PRI FNF FG DHI AM GOOGL HCA JPM GOOG
2025   Q3 $4.31 B ELV SNX OMF SLM AN LEN RYAAY MPLX BLDR FNF PRI COF MRP FG DHI KNTK AM GOOGL HCA JPM
2025   Q2 $4.36 B SNX OMF ELV COF SLM RYAAY AN LEN PRI MRP MPLX BLDR FNF FG DHI AM GOOGL JPM BAC CMCSA
2025   Q1 $4.37 B ELV SNX OMF SLM DFS LEN PRI MPLX RYAAY FNF MRP FG AN BLDR DHI COF LAD AM GOOGL CMCSA
2024   Q4 $4.02 B ELV SNX DFS OMF FNF AN RYAAY LEN PRI FG LAD MPLX DHI AM GOOGL CMCSA HCA JPM GOOG BAC
2024   Q3 $4.82 B ELV DFS SNX PRI FNF OMF LEN APO LAD FG RYAAY MPLX AN DHI AM GOOGL CMCSA HCA BAC JPM
2024   Q2 $4.51 B ELV DFS PRI APO SNX FNF OMF LEN FG LAD MPLX AN DHI AM RYAAY GOOGL CMCSA HCA JPM GOOG
2024   Q1 $4.78 B ELV PRI FNF DFS APO SNX OMF JPM FG LAD LEN AN DHI MPLX AM LPX GOOGL CMCSA HCA BAC
2023   Q4 $4.19 B ELV FNF PRI APO OMF DFS FG JPM LAD RJF DHI LEN ABG AM AN LPX GOOGL CMCSA HCA BAC
2023   Q3 $4.01 B ELV APO PRI FNF LAD JPM RJF OMF DFS FG URI DHI LEN ABG AM AN LPX GOOGL CMCSA GOOG
2023   Q2 $3.78 B APO ELV PRI LAD FNF JPM OMF URI RJF DHI FG LEN ABG AM AN GOOGL CMCSA MCO GOOG BC
2023   Q1 $3.23 B APO ELV PRI FNF LAD JPM RJF OMF URI DHI FG LEN ABG AN AM HCA FAF GOOGL CMCSA GOOG
2022   Q4 $3.17 B APO ELV FNF PRI RJF JPM LAD OMF URI DHI FG HCA LEN ABG AM AN GOOGL CMCSA MCO GOOG
2022   Q3 $2.89 B ELV APO FNF PRI LAD RJF JPM OMF VVV URI DHI HCA LEN ABG AM UNH CMCSA MCO GOOGL GOOG
2022   Q2 $2.91 B ELV APO FNF LAD PRI VVV RJF JPM URI OMF DHI HCA LEN AM CMCSA UNH GOOG MCO GOOGL BAC
2022   Q1 $3.39 B ELV FNF APO PRI LAD VVV RJF JPM PGR HCA DHI URI LEN AM UNH CMCSA GOOG GOOGL MCO BAC
2021   Q4 $3.14 B ELV FNF PRI VVV AG31 JPM PGR RJF BRK.B HCA UNH ATH AM GOOGL CMCSA MCO GOOG AON BAC MAR
2021   Q3 $2.86 B ELV FNF PRI JPM VVV RJF PGR BRK.B AG31 HCA UNH SCHW AON ATH AM CMCSA GOOGL MCO GOOG BAC
2021   Q2 $2.91 B ELV AON JPM PRI FNF VVV PGR RJF BRK.B HCA UNH DLTR SCHW AM CMCSA GOOGL MCO GOOG BAC MAR
2021   Q1 $3.06 B ELV BRK.B AON JPM PRI HCA RJF PGR VVV DLTR UNH SCHW AM RYAAY AR GOOGL CMCSA META GOOG CACC
2020   Q4 $2.72 B BRK.B AON JPM HCA ELV PRI RJF PGR CACC SCHW GOOGL DLTR META UNH AM RYAAY CMCSA MCO GOOG BAC
2020   Q3 $2.24 B BRK.B AON JPM ELV HCA PRI PGR RJF GOOGL SCHW DLTR META UNH CACC AM RYAAY CMCSA MCO GOOG BAC
2020   Q2 $2.01 B BRK.B GOOGL ELV JPM PRI HCA RJF PGR META LEN DHI UNH SCHW AM RYAAY GOOG CMCSA DLTR MCO BAC
2020   Q1 $1.74 B BRK.B GOOGL ELV JPM RJF PRI PGR HCA UNH LEN SCHW DHI META AM AR GOOG CMCSA DLTR MCO BAC
2019   Q4 $1.89 B BRK.B GOOGL JPM RJF ELV LEN PGR PRI SCHW DHI UNH AR AM GOOG CMCSA MCO DLTR BAC LEN.B
2019   Q3 $1.87 B GOOGL BRK.B JPM RJF ELV SCHW LEN PRI C DHI AR AM MCO GOOG CMCSA LEN.B BAC
2019   Q2 $1.88 B GOOGL BRK.B JPM RJF LEN SCHW LBTYK META C PRI AR DHI AM FTDR CMCSA MCO GOOG LEN.B BAC
2019   Q1 $1.99 B GOOGL JPM RJF BFH LEN PRI SCHW META LBTYK AR C DHI AM LBTYA GOOG FTDR CMCSA MCO LEN.B BAC
2018   Q4 $1.97 B GOOGL BFH SCHW JPM RJF LEN PRI LBTYK META AR C NLSN DHI LBTYA RRC GOOG FTDR 571 CMCSA MCO
2018   Q3 $2.35 B BFH GOOGL SCHW JPM AR LBTYK RJF PRI LEN C NLSN DHI LBTYA GOOG CMCSA MCO BAC HCA
2018   Q2 $2.44 B BFH GOOGL SCHW HCA AR LBTYK NLSN JPM PRI ESRX LBTYA CMCSA BAC
2018   Q1 $2.28 B BFH SCHW GOOGL HCA NLSN AR LBTYK JPM PRI BAM.A LBTYA CMCSA BAC
2017   Q4 $2.35 B BFH SCHW HCA GOOGL LBTYK AR JPM BAM.A PRI 9ST IQV LBTYA CMCSA BAC ESRX
2017   Q3 $1.98 B SCHW BFH HCA LBTYK AR JPM BAM.A PRI AXTA 9ST LBTYA CMCSA BAC
2017   Q2 $2.12 B SCHW HCA AR BFH LBTYK BAM.A JPM 9ST AXTA PRI SVW JPM.WS LBTYA CMCSA BAC TDW
2017   Q1 $2.09 B SCHW HCA BAM.A AR LBTYK JPM AXTA 9ST PRI ESRX JPM.WS 1LGE LBTYA 1LGD CMCSA BAC T TDW
2016   Q4 $2.10 B SCHW HCA AR JPM BAM.A LBTYK ESRX AXTA 9ST PRI JPM.WS 1LGE LBTYA 1LGD CMPR LVNTB CMCSA BAC T TDW
2016   Q3 $2.07 B SCHW AR BAM.A LBTYK HCA CMPR JPM PRI 9ST JPM.WS AXTA LBTYA 1LGE 1LGD CMCSA T BAC TDW
2016   Q2 $1.79 B AR BAM.A SCHW CMPR LBTYK PRI JPM JPM.WS AXTA HAL LBTYA BBU 1LGD CMCSA T BAC TDW
2016   Q1 $2.00 B CMPR JPM SCHW BAM.A HAL LBTYK PRI AXTA AR JPM.WS CMCSA BAC TDW
2015   Q4 $1.88 B CMPR SCHW JPM BAM.A HAL PRI JPM.WS EQIX AR BIP CMCSA BPY BAC TDW
2015   Q3 $2.15 B CMPR JPM MSFT BAM.A SCHW HAL EQIX PRI JPM.WS AR BIP CMCSA BAC BPY TDW
2015   Q2 $2.20 B JPM SCHW MSFT HAL EQIX CMPR BAM.A ESRX PRI JPM.WS AR BHI CMCSA TDW BAC
2015   Q1 $2.11 B ESRX JPM SCHW MSFT HAL CMPR EQIX KMI PRI JPM.WS BHI CMCSA TDW BAC
2014   Q4 $1.80 B ESRX JPM SCHW MSFT CMPR KMI HAL PRI BHI CMCSA TDW BAC
2014   Q3 $1.43 B ESRX SCHW KMR MSFT JPM PRI CMCSA TDW BAC
2014   Q2 $1.46 B ESRX ORCL SCHW KMR MSFT PRI HAL TDW CMCSA BAC
2014   Q1 $1.58 B ORCL ESRX HAL KMR SCHW MSFT PRI TDW CMCSA BAC
2013   Q4 $1.54 B ESRX ORCL HAL SCHW MSFT PRI KMR CMCSK 7H1 TDW CMCSA BAC
2013   Q3 $1.32 B ORCL HAL ESRX SCHW PRI MSFT CMCSK MSI 7H1
2013   Q2 $1.30 B ESRX SCHW ORCL HAL PRI CMCSK FISV 7H1 GGQ1
2013   Q1 $788 M ESRX ORCL SCHW CMCSK HAL USB
2012   Q4 $535 M ORCL CMCSK SCHW ESRX ADBE USB
2012   Q3 $484 M ORCL CMCSK ADBE LAB SCHW
2012   Q2 $411 M ORCL CMCSK LAB ADBE V
2012   Q1 $408 M CMCSK LAB AON-W ORCL ADBE V
Home Help notes Contact Terms of Service Privacy