Glenn Greenberg – Brave Warrior Advisors Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Brave Warrior Advisors portfolio balances reported a total equity value of $4.36B across 35 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight TD SYNNEX CORPORATION (SNX) as the single largest position, accounting for 11.7% of total equity value, followed by ONEMAIN HLDGS INC (OMF), ELEVANCE HEALTH INC (ELV), CAPITAL ONE FINL CORP (COF), and others. Collectively, the top five holdings represent 48.8% of the portfolio, showing how capital is distributed among core positions and long-term investments.