Glenn Greenberg March 2026 Portfolio Update: Significant Changes in Top Holdings
Glenn Greenberg's Brave Warrior Advisors portfolio, valued at $4.04 billion as of March 31, 2026, saw notable shifts in its top holdings, including substantial increases in ICLR and SLM, alongside decreases in ELV.
Glenn Greenberg, through Brave Warrior Advisors, managed a portfolio valued at $4.04 billion as of March 31, 2026.
Icon PLC (ICLR) saw a massive increase in holdings, with shares rising by 2,993,811 (99793.7%) and its portfolio allocation increasing to 8.21%. Elevance Health (ELV) experienced a significant decrease, with shares falling by 129,495 (-10.34%) and its allocation dropping to 8.13%. SLM Corp (SLM) increased its position by 752,403 shares (5.86%), raising its allocation to 7.2%. Primerica Inc (PRI) also saw a notable rise, with shares up by 99,198 (12.72%) and allocation at 5.45%. Other significant changes included a slight increase in ONEMAIN Holdings Inc (OMF) (+0.46%), a decrease in TD SYNNEX Corporation (SNX) (-3.46%), and a decrease in Millrose Properties Inc (MRP) (-0.98%).