Glenn Greenberg - Brave Warrior Advisors Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Brave Warrior Advisors portfolio balances reported a total equity value of $4.59B across 40 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight ICON PUB LTD CO (ICLR) as the single largest position, accounting for 11.9% of total equity value, followed by ONEMAIN HLDGS INC (OMF), TD SYNNEX CORPORATION (SNX), ELEVANCE HEALTH INC FORMERLY (ELV), and others. Collectively, the top five holdings represent 46.2% of the portfolio, showing how capital is distributed among core positions and long-term investments.