Glenn Greenberg · quarter digest
What Glenn Greenberg did in Q1 2026
Brave Warrior Advisors filed 16 moves in Q1 2026: 6 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 · 6
Fresh money
ICLRICON PLC
NEW·8.2% book·−10
APOAPOLLO GLOBAL MGMT INC
NEW·0.0% book·−8
ARESARES MANAGEMENT CORPORATION
NEW·0.0% book·−2
ETENERGY TRANSFER L P
NEW·0.0% book·0
FAFFIRST AMERN FINL CORP
NEW·0.0% book·−2
SUNBSUNBELT RENTALS HOLDINGS INC
NEW·0.0% book·+11
Adds · 4
Adding to conviction
Trims · 4
Taking chips off
ELVELEVANCE HEALTH INC FORMERLY
TRIM -10%·8.1% book·−7
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
Closed positions
USBUS BANCORP DEL
EXIT·0.0% book·−9
VVISA INC
EXIT·0.0% book·−14
Current top holdings
Glenn Greenberg’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
Deep dive
Reading for your research
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