Glenn Greenberg Top Holdings Analysis: Strategic Investments in Tech, Healthcare, and Financial Services
Glenn Greenberg's portfolio as of March 31, 2026, is dominated by significant holdings in Technology, Financial Services, and Healthcare sectors, with notable changes in share counts for several stocks.
As of March 31, 2026, Glenn Greenberg's portfolio managed by Brave Warrior Advisors totals approximately $4.04 billion. This substantial portfolio is heavily concentrated in specific sectors, with Technology, Financial Services, and Healthcare leading the allocations. The following analysis delves into the top holdings, highlighting their weight in the portfolio and any changes in share count from the previous period.
TD SYNNEX Corporation (SNX), a Technology company, stands as the largest holding, representing 12.75% of the portfolio. The position saw a slight reduction in shares (-3.46%) during the period, indicating a strategic adjustment or a natural decline.
ONEMAIN Holdings Inc. (OMF), operating in the Financial Services sector, holds the second-largest position at 10.2% allocation. Similar to SNX, OMF also experienced a minor decrease in shares (-0.46%) and percentage.
Icon PLC (ICLR), a global provider of clinical research services, is positioned third with an 8.21% allocation. This holding saw an extraordinary increase, with shares rising by nearly 99,793.7% and the total stock value increasing significantly, suggesting a major investment decision in this company.
Elevance Health Inc. (formerly) (ELV), focused on healthcare technology and analytics, constitutes 8.13% of the portfolio. This position also experienced a decline, with shares falling by 10.34%.
Autonation Inc. (AN), involved in the automotive industry, holds a 7.48% allocation. The position saw a modest reduction in shares (-0.32%) and value.
SLM Corp. (SLM), another Financial Services holding, represents 7.2% of the portfolio. This position also showed growth, with shares increasing by 5.86%.
Millrose Properties Inc. (MRP), involved in real estate, holds a 5.9% allocation. The position saw a slight decrease in shares (-0.98%) and percentage.
Primerica Inc. (PRI), a financial services company focused on independent agents, is allocated 5.45%. This holding also showed growth, with shares increasing by 12.72%.
Lennar Corporation (LEN), a major homebuilding company, holds a 5.18% allocation. The position experienced a very minor decrease in shares (-0.06%).
Builders FirstSource Inc. (BLDR), a leading supplier to the U.S. homebuilding industry, completes the top ten with a 4.83% allocation. This position also saw a small decrease in shares (-0.29%).
For a comprehensive view of Glenn Greenberg's investment strategy and performance, readers can explore the full profile at https://www.insiderset.com/investor/glenn-greenberg-brave-warrior-advisors. Detailed information on each stock, including SNX https://www.insiderset.com/investors/stocks/SNX, OMF https://www.insiderset.com/investors/stocks/OMF, ICLR https://www.insiderset.com/investors/stocks/ICLR, ELV https://www.insiderset.com/investors/stocks/ELV, AN https://www.insiderset.com/investors/stocks/AN, SLM https://www.insiderset.com/investors/stocks/SLM, MRP https://www.insiderset.com/investors/stocks/MRP, PRI https://www.insiderset.com/investors/stocks/PRI, LEN https://www.insiderset.com/investors/stocks/LEN, and BLDR https://www.insiderset.com/investors/stocks/BLDR, can be found on the respective company pages.