Glenn Greenberg - Brave Warrior Advisors Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Brave Warrior Advisors portfolio balances reported a total equity value of $4.04B across 36 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight TD SYNNEX CORPORATION (SNX) as the single largest position, accounting for 12.8% of total equity value, followed by ONEMAIN HLDGS INC (OMF), ICON PLC (ICLR), ELEVANCE HEALTH INC FORMERLY (ELV), and others. Collectively, the top five holdings represent 46.8% of the portfolio, showing how capital is distributed among core positions and long-term investments.