Glenn Greenberg Q1 2026 Portfolio Activity: Strategic Shifts in Tech and Financial Services

As of March 31, 2026, Glenn Greenberg's portfolio managed by Brave Warrior Advisors showed significant activity during the first quarter of the year. The total portfolio value stood at $4.04 billion, reflecting strategic adjustments across various sectors.

Greenberg's most notable purchase during this period was ICON PLC (ICLR), adding approximately 2.99 million shares. This substantial increase represented an almost 99,800% change in shares from the previous quarter, significantly boosting the stock's allocation to 8.21% of the total portfolio.

Primerica Inc. (PRI) also saw a significant increase, with a 12.72% rise in shares and corresponding allocation, now holding 5.45% of the portfolio. Similarly, SLM Corp. (SLM) experienced a 5.86% increase in shares, adding to its 7.2% allocation.

Conversely, Greenberg sold substantial positions in several companies. TD SYNNEX Corporation (SNX) saw a reduction of 0.346% in allocation, down to 12.75%. Elevance Health (ELV) experienced a 10.34% decrease, reducing its portfolio weight to 8.13%. The company also sold off Autonation Inc. (AN), Millrose Gold Properties Inc. (MRP), and Builder's FirstSource Inc. (BLDR), each seeing reductions of 0.32%, 0.98%, and 0.29% respectively.

Financial Services holdings showed mixed results. While O'Neilmain Holdings (OMF) and Primerica (PRI) saw slight decreases, SLM Corp. (SLM) and Primerica (PRI) actually increased during the quarter.

No new positions were disclosed beyond ICON PLC, and there were no indications of fully exited positions in the top holdings reported.

For a complete view of Glenn Greenberg's investment activity, visit the Brave Warrior Advisors profile. Detailed information on individual holdings like ICON PLC and PRIMERICA INC can be explored further.