What Glenn Greenberg did in Q2 2026

Brave Warrior Advisors filed 14 moves in Q2 2026: 5 new, 5 add, 2 trim, 2 exit.

13F filed 2026-08-14. Manager quality score: q7. Philosophy: Extreme concentration. 8-10 positions only. High conviction or nothing.

New positions · 5

Fresh money

ADIANALOG DEVICES INC

NEW·0.0% book·−10

NUNU HLDGS LTD

NEW·0.0% book·−13

TXNTEXAS INSTRS INC

NEW·0.0% book·−10

UNHUNITEDHEALTH GROUP INC

NEW·0.0% book·−24

VVISA INC

NEW·0.0% book·−15

Adds · 5

RYAAYRYANAIR HOLDINGS PLC

ADD +30%·5.6% book·−13

AMZNAMAZON COM INC

ADD +89%·0.0% book·−6

HCAHCA HEALTHCARE INC

ADD +263%·0.0% book·−10

MAMASTERCARD INCORPORATED

ADD +178%·0.0% book·0

MSFTMICROSOFT CORP

ADD +111%·0.0% book·−11

Trims · 2

SNXTD SYNNEX CORPORATION

TRIM -53%·8.4% book·+2

ELVELEVANCE HEALTH INC FORMERLY

TRIM -13%·8.2% book·−7

Exits · 2

ICONICON PLC

EXIT·0.0% book·−12

APOAPOLLO GLOBAL MGMT INC

EXIT·0.0% book·−8

Current top holdings

#	Ticker	Weight	Conviction
1	SCHW Charles Schwab	17.8%	+25
2	MCO Moody's	14.2%	+14
3	PM Philip Morris	12.6%	0
4	BRO Brown & Brown	10.9%	0
5	V Visa	9.4%	−15
6	FIS Fidelity National Info	7.3%	−2

Other quarters for Glenn Greenberg

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