Skip to main content
HoldLens logoHoldLensConviction
Glenn Greenberg · quarter digest

What Glenn Greenberg did in Q2 2026

Brave Warrior Advisors filed 20 moves in Q2 2026: 7 new, 5 add, 4 trim, 4 exit.

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

New positions · 7

Fresh money

ICLRICON PUB LTD CO
NEW·11.9% book·−10
AJGGALLAGHER ARTHUR J & CO
NEW·6.4% book·−4
ADIANALOG DEVICES INC
NEW·0.0% book·−11
NUNU HLDGS LTD
NEW·0.0% book·−13
TXNTEXAS INSTRS INC
NEW·0.0% book·−9
UNHUNITEDHEALTH GROUP INC
NEW·0.0% book·−24
VVISA INC
NEW·0.0% book·−14
Adds · 5

Adding to conviction

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·−1
MSFTMICROSOFT CORP
ADD +111%·0.0% book·−17
Trims · 4

Taking chips off

SNXTD SYNNEX CORPORATION
TRIM -53%·8.4% book·+2
ELVELEVANCE HEALTH INC FORMERLY
TRIM -13%·8.2% book·−7
MRPMILLROSE PPTYS INC
TRIM -29%·4.0% book·+9
FGF&G ANNUITIES & LIFE INC
TRIM -54%·1.4% book·−7
Exits · 4

Closed positions

ICLRICON PLC
EXIT·0.0% book·−10
APOAPOLLO GLOBAL MGMT INC
EXIT·0.0% book·−8
ARESARES MANAGEMENT CORPORATION
EXIT·0.0% book·−2
FAFFIRST AMERN FINL CORP
EXIT·0.0% book·−2
Current top holdings

Glenn Greenberg’s book, latest snapshot

#TickerWeight
1SCHW
Charles Schwab
17.8%
2MCO
Moody's
14.2%
3PM
Philip Morris
12.6%
4BRO
Brown & Brown
10.9%
5V
Visa
9.4%
6FIS
Fidelity National Info
7.3%
Other quarters for Glenn Greenberg

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

Deep dive

Reading for your research

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.