Glenn Greenberg's Portfolio Shows Major Shifts in Q1 2026 with Focus on Tech and Financials
Glenn Greenberg's portfolio, valued at approximately $4.04 billion as of March 31, 2026, saw significant changes in holdings, with notable increases in ICON PLC (ICLR) and SLM Corp (SLM), alongside decreases in several positions.
As of March 31, 2026, Glenn Greenberg's portfolio managed by Brave Warrior Advisors is valued at approximately $4.04 billion. Analysis of the top holdings reveals several noteworthy quarterly trends.
Among the significant changes, ICON PLC (ICLR) stands out with a massive increase of 2,993,811 shares, representing a staggering 99,793.7% change from the prior period. This substantial growth in holdings for this stock is evident in the portfolio.
SLM Corp (SLM) also showed strong positive momentum with an increase of 752,403 shares, resulting in a 5.86% change from the previous quarter.
On the other hand, several holdings experienced reductions. TD SYNNEX Corporation (SNX) saw its shares decrease by 1,095,95 shares (-3.46%), while Elevance Health (ELV) lost 129,495 shares (-10.34%).
Other notable decreases include ONEMAIN Holdings (OMF) with a -0.46% change, Autonation Inc. (AN) at -0.32%, and Millrose Properties (MRP) at -0.98%.
Positions that remained relatively stable during the quarter include Primerica Inc. (PRI) with a slight increase of 99,198 shares (+12.72%), Lennar Corp. (LEN) with a negligible -0.06% change, and Builders FirstSource (BLDR) with a minimal -0.29% change.
For a complete view of Glenn Greenberg's investment profile, you can visit his profile on Insiderset: https://www.insiderset.com/investor/glenn-greenberg-brave-warrior-advisors. Detailed analysis of each stock in his portfolio, including TD SYNNEX Corporation, ONEMAIN Holdings, ICON PLC, Elevance Health, Autonation Inc., SLM Corp, Millrose Properties, Primerica Inc., Lennar Corp., and Builders FirstSource, is available at their respective Insiderset pages: SNX, OMF, ICLR, ELV, AN, SLM, MRP, PRI, LEN, and BLDR.