What Glenn Greenberg did in Q1 2026

Brave Warrior Advisors filed 12 moves in Q1 2026: 2 new, 4 add, 4 trim, 2 exit.

13F filed 2026-05-15. Manager quality score: q7. Philosophy: Extreme concentration. 8-10 positions only. High conviction or nothing.

New positions · 2

Fresh money

ICONICON PLC

NEW·8.2% book·−12

APOAPOLLO GLOBAL MGMT INC

NEW·0.0% book·−6

Adds · 4

SLMSLM CORP

ADD +6%·7.2% book·+9

PRIPRIMERICA INC

ADD +13%·5.5% book·+1

METAMETA PLATFORMS INC

ADD +10%·0.0% book·+3

MSFTMICROSOFT CORP

ADD +286%·0.0% book·−8

Trims · 4

ELVELEVANCE HEALTH INC FORMERLY

TRIM -10%·8.1% book·−6

MPLXMPLX LP

TRIM -27%·4.6% book·−2

BACBANK AMERICA CORP

TRIM -45%·0.0% book·+1

HCAHCA HEALTHCARE INC

TRIM -66%·0.0% book·−10

Exits · 2

USBUS BANCORP DEL

EXIT·0.0% book·−11

VVISA INC

EXIT·0.0% book·−10

Current top holdings

#	Ticker	Weight	Conviction
1	SCHW Charles Schwab	17.8%	+17
2	MCO Moody's	14.2%	+16
3	PM Philip Morris	12.6%	0
4	BRO Brown & Brown	10.9%	0
5	V Visa	9.4%	−10
6	FIS Fidelity National Info	7.3%	−2

Other quarters for Glenn Greenberg

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.