Glenn Greenberg's Brave Warrior Advisors Portfolio Shows Significant Shifts in Q1 2026
Glenn Greenberg's portfolio, valued at approximately $4.04 billion as of March 31, 2026, saw substantial changes in holdings, with notable increases in Icon PLC and SLM Corp offset by decreases in Technology and Healthcare stocks.
As of March 31, 2026, Glenn Greenberg's portfolio managed by Brave Warrior Advisors is valued at approximately $4.04 billion. The portfolio's top holdings reflect significant quarterly movements, with major shifts observed across various sectors.
The most pronounced change was in Icon PLC (ICLR), where shares increased by approximately 2,993,811, representing a staggering 99,793.7% change from the prior period. This substantial increase contributed to an 8.21% allocation of the total portfolio. Investors can explore Icon PLC's profile at https://www.insiderset.com/investors/stocks/ICLR.
Other significant additions include SLM Corp (SLM), with a 5.86% increase in shares, now holding a 7.2% allocation. Primerica Inc. (PRI) also saw a strong performance with a 12.72% increase. Both SLM Corp and Primerica Inc. can be researched at https://www.insiderset.com/investors/stocks/SLM and https://www.insiderset.com/investors/stocks/PRI respectively.
Conversely, the portfolio experienced notable decreases in certain sectors. Technology holdings like TD SYNNEX Corporation (SNX) saw a 3.46% reduction in shares, while Healthcare's Elevance Health Inc. (ELV) decreased by 10.34%. AUTONATION Inc. (AN) also showed a decline. Details on these holdings are available at https://www.insiderset.com/investors/stocks/SNX, https://www.insiderset.com/investors/stocks/ELV, and https://www.insiderset.com/investors/stocks/AN.
Financial Services holdings showed mixed results, with ONEMAIN HLDGS INC (OMF) and SLM Corp increasing, while PRI, MRP, and others decreased slightly. Further details on these companies can be found at https://www.insiderset.com/investors/stocks/OMF, https://www.insiderset.com/investors/stocks/SLM, and https://www.insiderset.com/investors/stocks/MRP.
For a comprehensive view of Glenn Greenberg's investment strategy and holdings, visit the Brave Warrior Advisors profile at https://www.insiderset.com/investor/glenn-greenberg-brave-warrior-advisors.