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Glenn Greenberg

Brave Warrior Advisors

Brave Warrior Advisors, Glenn Greenberg's concentrated business-quality investing

Brave Warrior is more than a concentrated value label. Glenn Greenberg moved from teaching and school leadership into Columbia Business School, Morgan Guaranty, Central National-Gottesman, Chieftain Capital, and then Brave Warrior. The useful lens is a small number of large positions where business quality, candid management, and defensible free cash flow matter more than quarterly trading.

Sources Brave Warrior Advisors SEC EDGAR profile Glenn Greenberg Columbia Business School profile Posse Foundation Glenn Greenberg profile Graham & Doddsville Glenn Greenberg interview
Concentrated value / quality franchises CIK 1553733
2026-03-31 Latest 13F 18 Current holdings 35 Last 2 periods Change 0 Public materials
Latest 13F snapshot 2026-03-31 · 36 disclosed positions · $4.0B Top five 46.8%: SNX, OMF, ICLR, ELV, AN

Performance materials

  • Brave Warrior does not provide a continuous public fund-level annual return series. SEC filings, Columbia and Posse biography materials, and the Graham & Doddsville interview are the main public materials.

Firm and key people

  • Public biography shows Greenberg studied literature at Yale, worked as a teacher and school principal, then earned an MBA at Columbia Business School.
  • He worked at Morgan Guaranty Trust and Central National-Gottesman before co-founding Chieftain Capital in 1984 and later leading Brave Warrior.
  • The Graham & Doddsville interview describes a concentrated, low-turnover process focused on growing high-quality companies and defensive free-cash-flow yields.

Investment style

  • The core is not a list of cheap stocks, but a few franchises that can be understood deeply.
  • Greenberg has emphasized candid and honest management; that soft information affects willingness to hold large positions.
  • Read the top holdings, multi-year stability, and major additions or reductions before reacting to small quarterly moves.

Public materials

View timeline
Shareholder letters / memos 0
Interview 0
Public video 0
Public Q&A / speeches / presentations 0

Current holdings

13F period 2026-03-31 · Filed 2026-05-15
Stocks Shares Value Weight
SNX 3,053,644 $515.2M 12.8%
OMF 7,703,307 $412.0M 10.2%
ICLR 2,996,811 $331.6M 8.2%
ELV 1,122,308 $328.6M 8.1%
AN 1,547,728 $302.2M 7.5%
SLM 13,584,368 $290.8M 7.2%
MRP 8,515,897 $238.4M 5.9%
PRI 879,323 $220.3M 5.5%
LEN 2,410,050 $209.3M 5.2%
BLDR 2,372,292 $195.3M 4.8%
MPLX 3,253,524 $185.7M 4.6%
COF 1,004,304 $183.2M 4.5%
RYAAY 3,039,376 $175.7M 4.3%
FNF 3,502,213 $162.4M 4.0%
FG 5,353,141 $135.5M 3.4%
DHI 693,561 $95.2M 2.4%
AM 1,839,879 $41.9M 1.0%
GOOGL 20,258 $5.8M 0.1%

Last 2 quarters US 13F new / increased / reduced / sold-out positions

As of 13F 2026-03-31 · Filed 2026-05-15
Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Stocks Action 13F period Current shares Previous shares Share change 13F value change
ICLR New 2026-03-31 Filed 2026-05-15 2,996,811 0 - +$331.6M
OMF Minor reduction 2026-03-31 Filed 2026-05-15 7,703,307 7,739,293 -0.5% -$110.7M
ELV Minor reduction 2026-03-31 Filed 2026-05-15 1,122,308 1,251,803 -10.3% -$110.3M
COF Minor reduction 2026-03-31 Filed 2026-05-15 1,004,304 1,008,862 -0.5% -$61.3M
SLM Minor increase 2026-03-31 Filed 2026-05-15 13,584,368 12,831,965 5.9% -$56.4M
MPLX Major reduction 2026-03-31 Filed 2026-05-15 3,253,524 4,474,115 -27.3% -$53.1M
BLDR Minor reduction 2026-03-31 Filed 2026-05-15 2,372,292 2,379,145 -0.3% -$49.5M
RYAAY Minor reduction 2026-03-31 Filed 2026-05-15 3,039,376 3,056,698 -0.6% -$45.0M
SNX Minor reduction 2026-03-31 Filed 2026-05-15 3,053,644 3,163,239 -3.5% +$40.0M
LEN Minor reduction 2026-03-31 Filed 2026-05-15 2,410,050 2,411,414 -0.1% -$38.6M
FG Minor reduction 2026-03-31 Filed 2026-05-15 5,353,141 5,377,029 -0.4% -$30.3M
FNF Minor reduction 2026-03-31 Filed 2026-05-15 3,502,213 3,519,089 -0.5% -$29.7M
PRI Minor increase 2026-03-31 Filed 2026-05-15 879,323 780,125 12.7% +$18.7M
MRP Minor reduction 2026-03-31 Filed 2026-05-15 8,515,897 8,600,224 -1.0% -$18.4M
AN Minor reduction 2026-03-31 Filed 2026-05-15 1,547,728 1,552,741 -0.3% -$18.4M
AM Minor reduction 2026-03-31 Filed 2026-05-15 1,839,879 1,847,972 -0.4% +$9.1M
DHI Minor reduction 2026-03-31 Filed 2026-05-15 693,561 701,822 -1.2% -$5.9M
ELV Major reduction 2025-12-31 Filed 2026-02-17 1,251,803 1,834,002 -31.7% -$153.8M
OMF Minor reduction 2025-12-31 Filed 2026-02-17 7,739,293 7,794,270 -0.7% +$82.7M
MRP Major increase 2025-12-31 Filed 2026-02-17 8,600,224 5,375,592 60.0% +$76.2M
KNTK Sold out 2025-12-31 Filed 2026-02-17 0 1,608,928 -100.0% -$68.8M
SNX Minor reduction 2025-12-31 Filed 2026-02-17 3,163,239 3,275,293 -3.4% -$61.1M
AN Major increase 2025-12-31 Filed 2026-02-17 1,552,741 1,214,043 27.9% +$55.0M
COF Minor increase 2025-12-31 Filed 2026-02-17 1,008,862 964,730 4.6% +$39.4M
BLDR Major increase 2025-12-31 Filed 2026-02-17 2,379,145 1,805,381 31.8% +$25.9M
RYAAY Major reduction 2025-12-31 Filed 2026-02-17 3,056,698 4,084,246 -25.2% -$25.3M
SLM Minor increase 2025-12-31 Filed 2026-02-17 12,831,965 11,659,418 10.1% +$24.5M
DHI Minor reduction 2025-12-31 Filed 2026-02-17 701,822 708,681 -1.0% -$19.0M
FNF Minor increase 2025-12-31 Filed 2026-02-17 3,519,089 3,489,314 0.9% -$19.0M
MPLX Minor increase 2025-12-31 Filed 2026-02-17 4,474,115 4,467,474 0.1% +$15.6M
PRI Minor increase 2025-12-31 Filed 2026-02-17 780,125 752,989 3.6% -$7.5M
LEN Major increase 2025-12-31 Filed 2026-02-17 2,411,414 2,005,506 20.2% -$4.9M
AM Minor reduction 2025-12-31 Filed 2026-02-17 1,847,972 1,865,330 -0.9% -$3.4M
FG Minor increase 2025-12-31 Filed 2026-02-17 5,377,029 5,218,977 3.0% +$2.7M
GOOGL Minor reduction 2025-12-31 Filed 2026-02-17 20,258 21,858 -7.3% +$1.0M

Public video / Interview / Shareholder letter / Public Q&A

No viewpoint records yet.