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Glenn Greenberg - Brave Warrior Advisors Holdings – 2026 Q1

Explore the latest portfolio disclosure for Glenn Greenberg - Brave Warrior Advisors, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.

The latest 2026 Q1 filing shows that Glenn Greenberg - Brave Warrior Advisors maintains its largest exposure in Unclassified Sector, which represents approximately 56.02% of the portfolio. This sector forms the core of Glenn Greenberg - Brave Warrior Advisors's investment stance during this reporting period.

Additional major allocations include Non-U.S. Assets (about 18.58%) and Healthcare (approximately 8.15%) , reflecting how Glenn Greenberg - Brave Warrior Advisors diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Glenn Greenberg - Brave Warrior Advisors's positioning and conviction areas for the 2026 Q1 quarter.

Breakdown by Sector

Unclassified Sector
56.0%
Non-U.S. Assets
18.6%
Healthcare
8.1%
Consumer Cyclical
7.6%
Industrials
4.8%
Financial Services
4.6%
Technology
0.2%
Communication Services
0.0%
Energy
0.0%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
ARES 5,000 $109.2 Buy 100.00% 0.01% $546K 2026 Q1
APO 4,500 $111.33 Buy 100.00% 0.01% $500.99K 2026 Q1
MAR 1,194 $327.47 No Change No Change 0.01% $391K 2026 Q1
PGR 1,789 $198.43 Increased 2.46% 0.01% $354.99K 2026 Q1
AMAT 961 $341.31 No Change No Change 0.01% $328K 2026 Q1
FAF 5,000 $60.2 Buy 100.00% 0.01% $301K 2026 Q1
AMZN 1,400 $208.57 No Change No Change 0.01% $292K 2026 Q1
ET 15,000 $19.33 Buy 100.00% 0.01% $289.95K 2026 Q1
META 373 $571.05 Increased 10.36% 0.01% $213K 2026 Q1
MA 422 $500 No Change No Change 0.01% $211K 2026 Q1
MCO 471 $435.24 No Change No Change 0.01% $205K 2026 Q1
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