Glenn Greenberg's Top Holdings: SNX, OMF, ICLR and More
Glenn Greenberg's portfolio valued at $4.04 billion as of March 31, 2026, includes significant holdings in Technology, Financial Services, and other sectors.
Glenn Greenberg, through Brave Warrior Advisors, maintains a substantial portfolio valued at $4.04 billion as of March 31, 2026. His investment strategy focuses on specific sectors, with Technology and Financial Services being prominent. Below is an analysis of his top holdings.
TD SYNNEX CORPORATION (SNX), operating in the Technology sector, represents 12.75% of Greenberg's portfolio. The position saw a slight reduction in shares from the previous period, with a -3.46% change in allocation.
ONEMAIN HLDGS INC (OMF) is another key holding in the Financial Services sector, accounting for 10.2% of the portfolio. Greenberg's stake in OMF experienced a minor decrease, reflected in the -0.46% change in shares.
ICON PLC (ICLR) stands out with an 8.21% allocation in Greenberg's portfolio. Notably, there was a substantial increase in holdings, with shares rising by 99793.7% during the prior period.
ELEVANCE HEALTH INC FORMERLY (ELV), now part of the Healthcare sector, holds an 8.13% allocation. Greenberg's position in ELV saw a significant reduction, with shares down by -10.34% compared to the previous period.
AUTONATION INC (AN), classified under Consumer Cyclical, makes up 7.48% of the portfolio. The allocation showed a minor decrease, with shares changing by -0.32%.
SLM CORP (SLM) in the Financial Services sector accounts for 7.2% of the portfolio. Greenberg's stake in SLM increased by 5.86% during the prior period.
MILLROSE PPTYS INC (MRP) holds a 5.9% allocation. The position experienced a slight decrease, with shares down by -0.98%.
PRIMERICA INC (PRI), another Financial Services holding at 5.45% allocation, saw an increase in shares by 12.72% during the prior period.
LENNAR CORP (LEN) in Consumer Cyclical sector represents 5.18% of the portfolio. The allocation remained relatively stable, with minimal change in shares (-0.06%).
BUILDERS FIRSTSOURCE INC (BLDR) in the Industrials sector holds a 4.83% allocation. Greenberg's position in BLDR showed a minor decrease with shares changing by -0.29%.
For more detailed information on Glenn Greenberg's investment activities, please visit his profile on Insiderset: https://www.insiderset.com/investor/glenn-greenberg-brave-warrior-advisors. You can also explore each stock's performance and details on Insiderset: https://www.insiderset.com/investors/stocks.