Rating #87
Glenn Greenberg
Brave Warrior Advisors
Portfolio value
Stocks
Performance
1 Year
-2.87%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Glenn Greenberg’s Portfolio: Q1 2026
Top10 stocks: 75.33% of the portfolio
Glenn Greenberg’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
8.21ppt
0.73ppt
-0.94ppt
0.01ppt
0.00ppt
-0.00ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  ICLR | Add +100.00% | $136.60 | $409.36M | 8.21ppt | |
2  PRI | Add +12.72% | $257.90 | $25.58M | 0.73ppt | |
3  SLM | Add +5.86% | $23.64 | $17.79M | -0.94ppt | |
4  MSFT | Add +285.71% | $418.44 | $627.66K | 0.01ppt | |
5  META | Add +10.36% | $640.86 | $22.43K | 0.00ppt | |
6  PGR | Add +2.46% | $206.39 | $8.87K | -0.00ppt |
Glenn Greenberg’s Holdings: Q1 2026
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  SNX | Wholesale-Computers | $113.97 | Cut -3.46% | 3.05M | $515.18M | 12.75% 1.62ppt | 3.82% | 9 Quarters | Q1 2026 | |
2  OMF | Personal Credit Institutions | $39.46 | Cut -0.47% | 7.70M | $412.05M | 10.20% -2.05ppt | 6.48% | 16 Quarters | Q1 2026 | |
3 ICLR | Physical & Biological Research | $110.66 | Add +100.00% | 3.00M | $331.63M | 8.21% 8.21ppt | 3.87% | 6 Quarters | Q1 2026 | |
4  ELV | Medical Service Plans | $353.09 | Cut -10.34% | 1.12M | $328.56M | 8.13% -2.15ppt | 0.51% | 27 Quarters | Q1 2026 | |
5  AN | Retail-Auto Dealers & Gas | $173.59 | Cut -0.32% | 1.55M | $302.21M | 7.48% -0.03ppt | 4.23% | 14 Quarters | Q1 2026 | |
6 SLM | Personal Credit Institutions | $28.86 | Add +5.86% | 13.58M | $290.84M | 7.20% -0.94ppt | 6.56% | 5 Quarters | Q1 2026 | |
7  MRP | Real Estate | $27.77 | Cut -0.98% | 8.52M | $238.45M | 5.90% -0.12ppt | 5.13% | 5 Quarters | Q1 2026 | |
8 PRI | Life Insurance | $116.69 | Add +12.72% | 879.32K | $220.25M | 5.45% 0.73ppt | 2.69% | 52 Quarters | Q1 2026 | |
9  LEN | Residential Contractors | $128.14 | Cut -0.06% | 2.41M | $209.29M | 5.18% -0.63ppt | 0.99% | 17 Quarters | Q1 2026 | |
10  BLDR | Retail-Lumber Dealers | $117.62 | Cut -0.29% | 2.37M | $195.31M | 4.83% -0.90ppt | 2.13% | 5 Quarters | Q1 2026 | |
11  MPLX | Pipelines (No Natural Gas) | $42.23 | Cut -27.28% | 3.25M | $185.68M | 4.60% -1.00ppt | 0.32% | 12 Quarters | Q1 2026 | |
12  COF | National Banks | $203.03 | Cut -0.45% | 1.00M | $183.22M | 4.53% -1.19ppt | 0.19% | 6 Quarters | Q1 2026 | |
13  RYAA.Y | Scheduled Air Transport | $45.19 | Cut -0.57% | 3.04M | $175.68M | 4.35% -0.82ppt | 0.57% | 10 Quarters | Q1 2026 | |
14  FNF | Title Insurance | $42.40 | Cut -0.48% | 3.50M | $162.43M | 4.02% -0.48ppt | 1.29% | 20 Quarters | Q1 2026 | |
15  FG | Life Insurance | $20.11 | Cut -0.44% | 5.35M | $135.54M | 3.35% -0.53ppt | 4.02% | 14 Quarters | Q1 2026 | |
16  DHI | Builders | $94.90 | Cut -1.18% | 693.56K | $95.17M | 2.36% -0.01ppt | 0.24% | 17 Quarters | Q1 2026 | |
17  AM | Natural Gas Transmission | $5.74 | Cut -0.44% | 1.84M | $41.95M | 1.04% 0.27ppt | 0.39% | 29 Quarters | Q1 2026 | |
18  GOOGL | Computer Programming & Data | $86.50 | 0.00% | 20.26K | $5.83M | 0.14% -0.00ppt | 0.00% | 34 Quarters | Q4 2025 | |
19  JPM | National Banks | $85.86 | 0.00% | 5.64K | $1.66M | 0.04% -0.00ppt | 0.00% | 47 Quarters | Q2 2024 | |
20 S SUNB | Other Equipment Rental | $65.09 | New Buy +100.00% | 23.76K | $1.55M | 0.04% 0.04ppt | 0.01% | 1 Quarter | Q1 2026 |
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