Glenn Greenberg Q1 2026 Portfolio Activity: Major Increases in Icon PLC and TD Synnex
Glenn Greenberg's Brave Warrior Advisors portfolio valued at $4.04 billion as of March 31, 2026, shows significant increases in Icon PLC and TD Synnex, alongside decreases in several holdings.
As of March 31, 2026, Glenn Greenberg's portfolio managed by Brave Warrior Advisors is valued at approximately $4.04 billion. This comprehensive review analyzes observable changes in his top holdings during the most recent quarter, focusing on significant increases, decreases, new positions, and any fully exited positions based on disclosed data.
The most notable activity involves Icon PLC (ICLR). Greenberg significantly increased his stake in this company, adding over 2.9 million shares during the quarter. This substantial increase, representing a staggering 99.79% growth in shares, pushed the stock's allocation within the portfolio to 8.21%. For detailed insights into Icon PLC, readers can visit Icon PLC's profile.
Complementing the large position growth, SLM Corp (SLM) also saw a significant increase in its holding. Greenberg added approximately 0.75 million shares, resulting in a 5.86% increase in shares for this Financial Services stock, which now holds a 7.2% allocation. More information on SLM Corp is available at SLM Corp's profile.
Primera Financial Group Inc. (PRI) experienced a strong increase as well, with Greenberg adding nearly 0.1 million shares, leading to a 12.72% rise in shares and a resulting allocation of 5.45%. Further details on Primerica Inc. can be found at PRIMERICA INC's profile.
Conversely, several holdings saw substantial reductions during the quarter. Elevance Health (ELV), a Healthcare stock, saw a significant decrease of over 100,000 shares, resulting in a 10.34% reduction in shares and a current allocation of 8.13%. For more on Elevance Health, please see ELEVANCE HEALTH INC's profile.
Other notable decreases include TD SYNNEX Corporation (SNX), a Technology holding, which saw a reduction of nearly 110,000 shares, leading to a 3.46% decrease in shares and a current allocation of 12.75%. More information on TD SYNNEX can be found at TD SYNNEX CORPORATION's profile. Similarly, Onemain Holdings Inc. (OMF), another Financial Services stock, experienced a small decrease of just under 4,000 shares, resulting in a 0.46% reduction in shares and a current allocation of 10.2%. Details on Onemain are available at ONEMAIN HLDGS INC's profile.
Autonation Inc. (AN), a Consumer Cyclical stock, saw a slight decrease of just over 5000 shares, representing a 0.32% reduction in shares and a current allocation of 7.48%. Further details on Autonation can be found at AUTONATION INC's profile. Millrose Properties Inc. (MRP) also experienced a small decrease, albeit a very slight one of just under 85,000 shares, resulting in a 0.98% reduction in shares and a current allocation of 5.9%. More information on Millrose can be found at MILLROSE PPTYS INC's profile.
Lennar Corp. (LEN) and Builders FirstSource Inc. (BLDR) saw very minor reductions, with just 1,364 and 6,853 shares sold respectively, leading to negligible changes in their portfolio allocations of 5.18% and 4.83%. Further details on Lennar can be found at LENNAR CORP's profile, and on Builders FirstSource at BUILDERS FIRSTSOURCE INC's profile.
For a complete overview of Glenn Greenberg's investment activities and portfolio composition, please visit his profile at Brave Warrior Advisors.