Aerarium

SEC EDGAR Form 13F

Brave Warrior Advisors

Brave Warrior Advisors is a concentrated public-equity manager associated with Glenn Greenberg, with Form 13F filings showing reportable U.S.-listed holdings.

Latest Form 13F: 133 long U.S. equity positions, $4.8B reported value for the period ended Jun 30, 2026, led by ICON PUB LTD CO, ONEMAIN HLDGS INC, and TD SYNNEX CORPORATION.

CIK: 1553733 · Filed: Aug 14, 2026 · Period: Jun 30, 2026

Reported value
$4.8B
Positions
133
Key person
Glenn Greenberg
Style
Concentrated value
Top holding
ICLR · ICON PUB LTD CO
Period
Jun 30, 2026
Filed
Aug 14, 2026
CIK
1553733

What a 13F does not show

Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.

Read the 13F guide →
ICLR
ICON PUB LTD CO
Portfolio weight
11.94%
OMF
ONEMAIN HLDGS INC
Portfolio weight
10.08%
SNX
TD SYNNEX CORPORATION
Portfolio weight
8.40%
ELV
ELEVANCE HEALTH INC FORMERLY
Portfolio weight
8.23%
SLM
SLM CORP
Portfolio weight
7.56%

Top reported holdings

Showing the top 50 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-06-30; filed 2026-08-14.

#TickerCompanySharesValuePortfolio %QoQ change
1ICLRICON PUB LTD CO3.2M$548M11.94%+5.2%
2OMFONEMAIN HLDGS INC7.6M$462M10.08%-1.5%
3SNXTD SYNNEX CORPORATION1.4M$385M8.40%-52.8%
4ELVELEVANCE HEALTH INC FORMERLY976.9K$378M8.23%-13.0%
5SLMSLM CORP13.4M$347M7.56%-1.5%
6AJGGALLAGHER ARTHUR J & CO1.3M$295M6.43%--
7ANAUTONATION INC1.5M$283M6.17%-1.5%
8RYAAYRYANAIR HOLDINGS PLC4.0M$256M5.59%+30.3%
9PRIPRIMERICA INC865.9K$246M5.36%-1.5%
10LENLENNAR CORP2.4M$215M4.68%-1.5%
11BLDRBUILDERS FIRSTSOURCE INC2.3M$209M4.56%-1.3%
12COFCAPITAL ONE FINL CORP989.0K$198M4.32%-1.5%
13MRPMILLROSE PPTYS INC6.0M$181M3.95%-29.2%
14MPLXMPLX LP3.2M$179M3.90%-2.2%
15FNFFIDELITY NATL FINL INC3.4M$163M3.54%-1.6%
16DHID R HORTON INC684.5K$111M2.43%-1.3%
17FGF&G ANNUITIES & LIFE INC2.5M$66M1.44%-53.6%
18AMANTERO MIDSTREAM CORP1.8M$41M0.90%-0.9%
19GOOGLALPHABET INC20.3K$7M0.16%+0.0%
20HCAHCA HEALTHCARE INC4.8K$2M0.04%+262.6%
21JPMJPMORGAN CHASE & CO5.6K$2M0.04%+0.0%
22--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
23--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
24--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
25--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
26--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
27--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
28--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
29--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
30--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
31--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
32--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
33--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
34--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
35--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
36--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
37--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
38--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
39--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
40--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
41--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
42--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
43--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
44--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
45--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
46--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
47--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
48--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
49--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%
50--SUNBELT RENTALS HOLDINGS INC23.8K$2M0.04%+0.0%

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