Glenn Greenberg - Brave Warrior Advisors
Portfolio
$4.59 B
Positionen
40
Stichtag
2026-06-30
Quartal
Q2 2026
| ICON PUB LTD CO | 11.94% | Add 5.22% |
| ONEMAIN HLDGS INC | 10.08% | Reduce 1.53% |
| SNXTD SYNNEX CORPORATION | 8.40% | Reduce 52.79% |
| ELEVANCE HEALTH INC FORMERLY | 8.23% | Reduce 12.96% |
| SLM CORP | 7.56% | Reduce 1.50% |
| AJGGALLAGHER ARTHUR J & CO | 6.43% | Buy |
| AUTONATION INC | 6.17% | Reduce 1.53% |
| RYANAIR HOLDINGS PLC | 5.59% | Add 30.25% |
| PRIPRIMERICA INC | 5.36% | Reduce 1.53% |
| LENNAR CORP | 4.68% | Reduce 1.53% |
| BLDRBUILDERS FIRSTSOURCE INC | 4.56% | Reduce 1.34% |
| COFCAPITAL ONE FINL CORP | 4.32% | Reduce 1.53% |
| MRPMILLROSE PPTYS INC | 3.95% | Reduce 29.18% |
| MPLXMPLX LP | 3.90% | Reduce 2.24% |
| FNFFIDELITY NATL FINL INC | 3.54% | Reduce 1.58% |
| D R HORTON INC | 2.43% | Reduce 1.31% |
| FGF&G ANNUITIES & LIFE INC | 1.44% | Reduce 53.63% |
| ANTERO MIDSTREAM CORP | 0.90% | Reduce 0.88% |
| GOOGLALPHABET INC | 0.16% | |
| HCAHCA HEALTHCARE INC | 0.04% | Add 262.57% |
| JPMJPMORGAN CHASE & CO | 0.04% | |
| SUNBSUNBELT RENTALS HOLDINGS INC | 0.04% | |
| MSFTMICROSOFT CORP | 0.03% | Add 111.11% |
| GOOGALPHABET INC | 0.03% | |
| BANK OF AMER CORP | 0.02% |
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