ICON PUB LTD CO
Value$547.76M
Weight11.94%
Shares3,153,308
ChangeAdd+3.73%
← Back to managers
Brave Warrior Advisors
Glenn Greenberg · CIK 0001553733 · filed 2026-08-14
Equity positions
ONEMAIN HLDGS INC · OMF
Value$462.47M
Weight10.08%
Shares7,585,152
ChangeTrim-0.12%
TD SYNNEX CORPORATION · SNX
Value$385.41M
Weight8.40%
Shares1,441,630
ChangeTrim-4.35%
ELEVANCE HEALTH INC FORMERLY · ELV
Value$377.79M
Weight8.23%
Shares976,885
ChangeTrim+0.10%
SLM CORP · SLM
Value$347.11M
Weight7.56%
Shares13,381,145
ChangeTrim+0.37%
GALLAGHER ARTHUR J & CO · AJG
Value$295.00M
Weight6.43%
Shares1,285,022
ChangeNew+6.43%
AUTONATION INC · AN
Value$283.17M
Weight6.17%
Shares1,524,124
ChangeTrim-1.31%
RYANAIR HOLDINGS PLC · RYAAY
Value$256.32M
Weight5.59%
Shares3,958,684
ChangeAdd+1.24%
PRIMERICA INC · PRI
Value$246.08M
Weight5.36%
Shares865,863
ChangeTrim-0.09%
LENNAR CORP · LEN
Value$214.75M
Weight4.68%
Shares2,373,177
ChangeTrim-0.50%
BUILDERS FIRSTSOURCE INC · BLDR
Value$209.43M
Weight4.56%
Shares2,340,571
ChangeTrim-0.27%
CAPITAL ONE FINL CORP · COF
Value$198.41M
Weight4.32%
Shares988,973
ChangeTrim-0.21%
MILLROSE PPTYS INC
Value$181.22M
Weight3.95%
Shares6,030,725
ChangeTrim-1.95%
MPLX LP
Value$179.16M
Weight3.90%
Shares3,180,534
ChangeTrim-0.69%
FIDELITY NATL FINL INC · FNF
Value$162.55M
Weight3.54%
Shares3,446,864
ChangeTrim-0.48%
D R HORTON INC · DHI
Value$111.49M
Weight2.43%
Shares684,478
ChangeTrim+0.07%
F&G ANNUITIES & LIFE INC · FG
Value$66.01M
Weight1.44%
Shares2,482,417
ChangeTrim-1.92%
| Company | Type | Shares | Value ▼ | Weight | Change | Sector |
|---|---|---|---|---|---|---|
| ICON PUB LTD CO | Equity | 3,153,308 | $547.76M | 11.94% | Add+3.73% | Unknown |
| ONEMAIN HLDGS INC · OMF | Equity | 7,585,152 | $462.47M | 10.08% | Trim-0.12% | Financials |
| TD SYNNEX CORPORATION · SNX | Equity | 1,441,630 | $385.41M | 8.40% | Trim-4.35% | Information Technology |
| ELEVANCE HEALTH INC FORMERLY · ELV | Equity | 976,885 | $377.79M | 8.23% | Trim+0.10% | Health Care |
| SLM CORP · SLM | Equity | 13,381,145 | $347.11M | 7.56% | Trim+0.37% | Financials |
| GALLAGHER ARTHUR J & CO · AJG | Equity | 1,285,022 | $295.00M | 6.43% | New+6.43% | Financials |
| AUTONATION INC · AN | Equity | 1,524,124 | $283.17M | 6.17% | Trim-1.31% | Consumer Discretionary |
| RYANAIR HOLDINGS PLC · RYAAY | Equity | 3,958,684 | $256.32M | 5.59% | Add+1.24% | Industrials |
| PRIMERICA INC · PRI | Equity | 865,863 | $246.08M | 5.36% | Trim-0.09% | Financials |
| LENNAR CORP · LEN | Equity | 2,373,177 | $214.75M | 4.68% | Trim-0.50% | Consumer Discretionary |
| BUILDERS FIRSTSOURCE INC · BLDR | Equity | 2,340,571 | $209.43M | 4.56% | Trim-0.27% | Industrials |
| CAPITAL ONE FINL CORP · COF | Equity | 988,973 | $198.41M | 4.32% | Trim-0.21% | Financials |
| MILLROSE PPTYS INC | Equity | 6,030,725 | $181.22M | 3.95% | Trim-1.95% | Unknown |
| MPLX LP | Equity | 3,180,534 | $179.16M | 3.90% | Trim-0.69% | Unknown |
| FIDELITY NATL FINL INC · FNF | Equity | 3,446,864 | $162.55M | 3.54% | Trim-0.48% | Financials |
| D R HORTON INC · DHI | Equity | 684,478 | $111.49M | 2.43% | Trim+0.07% | Consumer Discretionary |
| F&G ANNUITIES & LIFE INC · FG | Equity | 2,482,417 | $66.01M | 1.44% | Trim-1.92% | Financials |
Exited this quarter
3 sold out vs Q1 2026ARES MANAGEMENT CORPORATION · ARES
Last value$545.5K
Last weight0.01%
Last shares5,000
ChangeExit-0.01%
APOLLO GLOBAL MGMT INC · APO
Last value$501.4K
Last weight0.01%
Last shares4,500
ChangeExit-0.01%
FIRST AMERN FINL CORP · FAF
Last value$301.4K
Last weight0.01%
Last shares5,000
ChangeExit-0.01%
| Company | Type | Last shares | Last value | Last weight | Change | Sector |
|---|---|---|---|---|---|---|
| ARES MANAGEMENT CORPORATION · ARES | Equity | 5,000 | $545.5K | 0.01% | Exit-0.01% | Financials |
| APOLLO GLOBAL MGMT INC · APO | Equity | 4,500 | $501.4K | 0.01% | Exit-0.01% | Financials |
| FIRST AMERN FINL CORP · FAF | Equity | 5,000 | $301.4K | 0.01% | Exit-0.01% | Financials |