The Capital That Moves Markets
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ICLRICON PUB LTD CO11.94%+3.73%$547.76MAdd+5.22%
OMFONEMAIN HLDGS INC10.08%-0.12%$462.47MTrim-1.53%
SNXTD SYNNEX CORPORATION8.40%-4.35%$385.41MTrim-52.79%
ELVELEVANCE HEALTH INC FORMERLY8.23%+0.10%$377.79MTrim-12.96%
SLMSLM CORP7.56%+0.37%$347.11MTrim-1.50%
AJGGALLAGHER ARTHUR J & CO6.43%$295.00MNew
ANAUTONATION INC6.17%-1.31%$283.17MTrim-1.53%
RYAAYRYANAIR HOLDINGS PLC5.59%+1.24%$256.32MAdd+30.25%
PRIPRIMERICA INC5.36%-0.09%$246.08MTrim-1.53%
LENLENNAR CORP4.68%-0.50%$214.75MTrim-1.53%
BLDRBUILDERS FIRSTSOURCE INC4.56%-0.27%$209.43MTrim-1.34%
COFCAPITAL ONE FINL CORP4.32%-0.21%$198.41MTrim-1.53%
MRPMILLROSE PPTYS INC3.95%-1.95%$181.22MTrim-29.18%
MPLXMPLX LP3.90%-0.69%$179.16MTrim-2.24%
FNFFIDELITY NATL FINL INC3.54%-0.48%$162.55MTrim-1.58%
DHID R HORTON INC2.43%+0.07%$111.49MTrim-1.31%
FGF&G ANNUITIES & LIFE INC1.44%-1.92%$66.01MTrim-53.63%
Brave Warrior Advisors
Glenn Greenberg · CIK 0001553733 · filed 2026-08-14
Equity positions
NameWeightValueChange
ICLRICON PUB LTD CO11.94%+3.73%$547.76MAdd+5.22%OMFONEMAIN HLDGS INC10.08%-0.12%$462.47MTrim-1.53%SNXTD SYNNEX CORPORATION8.40%-4.35%$385.41MTrim-52.79%ELVELEVANCE HEALTH INC FORMERLY8.23%+0.10%$377.79MTrim-12.96%SLMSLM CORP7.56%+0.37%$347.11MTrim-1.50%AJGGALLAGHER ARTHUR J & CO6.43%$295.00MNewANAUTONATION INC6.17%-1.31%$283.17MTrim-1.53%RYAAYRYANAIR HOLDINGS PLC5.59%+1.24%$256.32MAdd+30.25%PRIPRIMERICA INC5.36%-0.09%$246.08MTrim-1.53%LENLENNAR CORP4.68%-0.50%$214.75MTrim-1.53%BLDRBUILDERS FIRSTSOURCE INC4.56%-0.27%$209.43MTrim-1.34%COFCAPITAL ONE FINL CORP4.32%-0.21%$198.41MTrim-1.53%MRPMILLROSE PPTYS INC3.95%-1.95%$181.22MTrim-29.18%MPLXMPLX LP3.90%-0.69%$179.16MTrim-2.24%FNFFIDELITY NATL FINL INC3.54%-0.48%$162.55MTrim-1.58%DHID R HORTON INC2.43%+0.07%$111.49MTrim-1.31%FGF&G ANNUITIES & LIFE INC1.44%-1.92%$66.01MTrim-53.63%| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| ICON PUB LTD CO · ICLR | Equity | 3,153,308 | $547.76M | 11.94%+3.73% | Add+5.22% | Health Care |
| ONEMAIN HLDGS INC · OMF | Equity | 7,585,152 | $462.47M | 10.08%-0.12% | Trim-1.53% | Financials |
| TD SYNNEX CORPORATION · SNX | Equity | 1,441,630 | $385.41M | 8.40%-4.35% | Trim-52.79% | Information Technology |
| ELEVANCE HEALTH INC FORMERLY · ELV | Equity | 976,885 | $377.79M | 8.23%+0.10% | Trim-12.96% | Health Care |
| SLM CORP · SLM | Equity | 13,381,145 | $347.11M | 7.56%+0.37% | Trim-1.50% | Financials |
| GALLAGHER ARTHUR J & CO · AJG | Equity | 1,285,022 | $295.00M | 6.43% | New | Financials |
| AUTONATION INC · AN | Equity | 1,524,124 | $283.17M | 6.17%-1.31% | Trim-1.53% | Consumer Discretionary |
| RYANAIR HOLDINGS PLC · RYAAY | Equity | 3,958,684 | $256.32M | 5.59%+1.24% | Add+30.25% | Industrials |
| PRIMERICA INC · PRI | Equity | 865,863 | $246.08M | 5.36%-0.09% | Trim-1.53% | Financials |
| LENNAR CORP · LEN | Equity | 2,373,177 | $214.75M | 4.68%-0.50% | Trim-1.53% | Consumer Discretionary |
| BUILDERS FIRSTSOURCE INC · BLDR | Equity | 2,340,571 | $209.43M | 4.56%-0.27% | Trim-1.34% | Industrials |
| CAPITAL ONE FINL CORP · COF | Equity | 988,973 | $198.41M | 4.32%-0.21% | Trim-1.53% | Financials |
| MILLROSE PPTYS INC · MRP | Equity | 6,030,725 | $181.22M | 3.95%-1.95% | Trim-29.18% | Real Estate |
| MPLX LP · MPLX | Equity | 3,180,534 | $179.16M | 3.90%-0.69% | Trim-2.24% | Energy |
| FIDELITY NATL FINL INC · FNF | Equity | 3,446,864 | $162.55M | 3.54%-0.48% | Trim-1.58% | Financials |
| D R HORTON INC · DHI | Equity | 684,478 | $111.49M | 2.43%+0.07% | Trim-1.31% | Consumer Discretionary |
| F&G ANNUITIES & LIFE INC · FG | Equity | 2,482,417 | $66.01M | 1.44%-1.92% | Trim-53.63% | Financials |
Exited this quarter
3 sold out vs Q1 2026NameLast wtLast valChange
| Company | Type | Last shares | Last value | Last weight | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
 ARES MANAGEMENT CORPORATION · ARES | Equity | 5,000 | $545.5K | 0.01% | Exit | Financials |
 APOLLO GLOBAL MGMT INC · APO | Equity | 4,500 | $501.4K | 0.01% | Exit | Financials |
 FIRST AMERN FINL CORP · FAF | Equity | 5,000 | $301.4K | 0.01% | Exit | Financials |