What did Glenn Greenberg buy in Q1 2026?

Glenn Greenberg opened 6 new positions (ICLR, SUNB, ARES, APO, FAF) and added to 1 existing holding in the Q1 2026 13F.

What did Glenn Greenberg sell in Q1 2026?

Glenn Greenberg exited 3 positions (USB, V, SPGI) and trimmed 3.

What Glenn Greenberg bought and sold in Q1 2026

In Q1 2026, Glenn Greenberg (Brave Warrior Advisors) opened 6 new positions — including ICLR (8.2%), SUNB (<0.1%), ARES (<0.1%), added to 1, trimmed 3, exited 3 (USB, V, SPGI). The book stood at $4.04B across 36 positions, filed May 15, 2026.

6New1Added3Trimmed3Exited

Share𝕏 in

New positions (6)

ICLRIcon Plc8.2% · $332M
SUNBSunbelt Rentals Holdings Inc<0.1% · $2M
ARESAres Management Corp - A<0.1% · $546K
APOApollo Global Management Inc<0.1% · $501K
FAFFirst American Financial<0.1% · $301K
ETEnergy Transfer LP<0.1% · $290K

Added to (1)

MSFTMicrosoft Corp+286% shares · <0.1% · $750K

Trimmed (3)

MPLXMplx LP-27% shares · 4.6% · $186M
BACBank OF America Corp-45% shares · <0.1% · $708K
HCAHca Healthcare Inc-66% shares · <0.1% · $631K

Exited (3)

USBUS Bancorpwas <0.1% of book
VVisa Inc-class A Shareswas <0.1% of book
SPGIS&p Global Incwas <0.1% of book

Glenn Greenberg's other filings

Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes Q4 2024 changes

Glenn Greenberg's full portfolio →The whole cohort in Q1 2026 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.