13F Filing
Brave Warrior Advisors, LLC
New York-based investment firm led by Glenn Greenberg (formerly of Chieftain Capital), known for an extremely concentrated, research-intensive value approach focused on a small number of high-conviction, durable businesses.
Filed2026.08.14
FilingCurrent Portfolio
$4.59B
Previous Portfolio
$4.04B
Change
+13.57%
Holdings
ICLRICON PUB LTD COIncreased$547.8M11.94%
OMFONEMAIN HLDGS INCReduced$462.5M10.08%
SNXTD SYNNEX CORPORATIONReduced$385.4M8.40%
ELVELEVANCE HEALTH INC FORMERLYReduced$377.8M8.23%
SLMSLM CORPReduced$347.1M7.56%
AJGGALLAGHER ARTHUR J & CONew$295.0M6.43%
ANAUTONATION INCReduced$283.2M6.17%
RYAAYRYANAIR HOLDINGS PLCIncreased$256.3M5.59%
PRIPRIMERICA INCReduced$246.1M5.36%
LENLENNAR CORPReduced$214.7M4.68%
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  ICLR ICON PUB LTD CO | 11.94% | Increased | $547.8M | 3,153,308 | +156,497 | Industrials |
| 2 |  OMF ONEMAIN HLDGS INC | 10.08% | Reduced | $462.5M | 7,585,152 | −118,155 | Financials |
| 3 |  SNX TD SYNNEX CORPORATION | 8.40% | Reduced | $385.4M | 1,441,630 | −1,612,014 | Information Technology |
| 4 |  ELV ELEVANCE HEALTH INC FORMERLY | 8.23% | Reduced | $377.8M | 976,885 | −145,423 | Health Care |
| 5 |  SLM SLM CORP | 7.56% | Reduced | $347.1M | 13,381,145 | −203,223 | Financials |
| 6 |  AJG GALLAGHER ARTHUR J & CO | 6.43% | New | $295.0M | 1,285,022 | +1,285,022 | Financials |
| 7 |  AN AUTONATION INC | 6.17% | Reduced | $283.2M | 1,524,124 | −23,604 | Consumer Discretionary |
| 8 |  RYAAY RYANAIR HOLDINGS PLC | 5.59% | Increased | $256.3M | 3,958,684 | +919,308 | Industrials |
| 9 |  PRI PRIMERICA INC | 5.36% | Reduced | $246.1M | 865,863 | −13,460 | Financials |
| 10 |  LEN LENNAR CORP | 4.68% | Reduced | $214.7M | 2,373,177 | −36,873 | Consumer Discretionary |
Portfolio Changes
Buy Positions
New Buy
Current 6.43%
+1,285,022Shares
Current 0.01%
+1,401Shares
Current 0.01%
+40,000Shares
Current 0.01%
+1,010Shares
Current 0.01%
+612Shares
Additional Buy
+5.22%
+156,497Shares
+30.25%
+919,308Shares
+262.57%
+3,500Shares
+111.11%
+2,250Shares
+89.29%
+1,250Shares
Sell Positions
Full Exit
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Partial Exit
−1.53%
−118,155Shares
−52.79%
−1,612,014Shares
−12.96%
−145,423Shares
−1.50%
−203,223Shares
−1.53%
−23,604Shares
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