Research report
Brave Warrior Advisors Q1 2026 13F Holdings and Activity Re…
Verified Q1 2026 13F holdings for Brave Warrior Advisors, covering institutional activity, data dates, SEC sources, filing limits, and methods.
Brave Warrior Advisors
Glenn Greenberg
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
40
Market Value
$4.6B
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Top 5 Holdings
$ICLR
ICON Public Limited Company
11.9%
% of Portfolio
$OMF
OneMain Holdings, Inc.
10.1%
% of Portfolio
$SNX
TD SYNNEX Corporation
8.4%
% of Portfolio
$ELV
Elevance Health, Inc.
8.2%
% of Portfolio
$SLM
SLM Corporation
7.6%
% of Portfolio
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| ICLR | 11.9% | 8.2% | - | - |
| OMF | 10.1% | 10.2% | 12.3% | 10.2% |
| SNX | 8.4% | 12.8% | 11.1% | 12.4% |
| ELV | 8.2% | 8.1% | 10.3% | 13.8% |
| SLM | 7.6% | 7.2% | 8.1% | 7.5% |
| AJG | 6.4% | - | - | - |
| AN | 6.2% | 7.5% | 7.5% | 6.2% |
| RYAAY | 5.6% | - | - | 5.7% |
| PRI | 5.4% | 5.5% | - | - |
| LEN | 4.7% | 5.2% | 5.8% | 5.9% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
All Holdings
$ICLR
11.9%
$OMF
10.1%
$SNX
8.4%
$ELV
8.2%
$SLM
7.6%
$AJG
6.4%
$AN
6.2%
$RYAAY
5.6%
$PRI
5.4%
$LEN
4.7%
$BLDR
4.6%
$COF
4.3%
$MRP
4.0%
$MPLX
3.9%
$FNF
3.5%
$DHI
2.4%
$FG
1.4%
$AM
0.9%
$GOOGL
0.2%
$HCA
0.0%
$JPM
0.0%
$SUNB
0.0%
$MSFT
0.0%
$GOOG
0.0%
$BAC
0.0%
$CMCSA
0.0%
$AMAT
0.0%
$AMZN
0.0%
$MA
0.0%
$SPGI
0.0%
$NU
0.0%
$MAR
0.0%
$PGR
0.0%
$TXN
0.0%
$ET
0.0%
$ADI
0.0%
$MCO
0.0%
$V
0.0%
$META
0.0%
$UNH
0.0%