Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Brave Warrior Advisors, LLC (Glenn Greenberg)
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $4,6 Mrd.
Größte Position Icon Plc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +7,23 %
Gesamtrendite · 3 Jahre +72,48 %
Gesamtrendite · 5 Jahre +114,55 %
40 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 ICLRIcon Plc | 11,94% | $547.761.133 | 3.153.308 | BUY Q2 · 2026+5,2% · 156 Tsd. Stk. | ← | $164,11 | |
N/A OMFOnemain Hldgs Inc | 10,08% | $462.466.717 | 7.585.152 | SOLD Q2 · 2026-1,5% · 118 Tsd. Stk. | ← | $60,81 | |
N/A SNXTd Synnex Corporation | 8,40% | $385.405.364 | 1.441.630 | SOLD Q2 · 2026-52,8% · 1,6 Mio. Stk. | ← | $266,16 | |
 ELVElevance Health Inc Formerly | 8,23% | $377.790.736 | 976.885 | SOLD Q2 · 2026-13,0% · 145 Tsd. Stk. | ← | $410,95 | |
N/A SLMSlm Corp | 7,56% | $347.106.901 | 13.381.145 | SOLD Q2 · 2026-1,5% · 203 Tsd. Stk. | ← | $25,10 | |
 AJGGallagher Arthur J & Co | 6,43% | $295.002.501 | 1.285.022 | NEW Q2 · 20261,3 Mio. Stk. | – | $239,48 | |
 ANAutonation Inc | 6,17% | $283.166.998 | 1.524.124 | SOLD Q2 · 2026-1,5% · 24 Tsd. Stk. | ← | $168,29 | |
 RYAAYRyanair Holdings Plc | 5,59% | $256.324.789 | 3.958.684 | BUY Q2 · 2026+30,2% · 919 Tsd. Stk. | ← | $53,51 | |
 PRIPrimerica Inc | 5,36% | $246.078.265 | 865.863 | SOLD Q2 · 2026-1,5% · 13 Tsd. Stk. | ← | $290,59 | |
 LENLennar Corp | 4,68% | $214.748.787 | 2.373.177 | SOLD Q2 · 2026-1,5% · 37 Tsd. Stk. | ← | $76,43 | |
 BLDRBuilders Firstsource Inc | 4,56% | $209.434.293 | 2.340.571 | SOLD Q2 · 2026-1,3% · 32 Tsd. Stk. | ← | $58,12 | |
 COFCapital One Finl Corp | 4,32% | $198.407.763 | 988.973 | SOLD Q2 · 2026-1,5% · 15 Tsd. Stk. | ← | $202,43 | |
N/A MRPMillrose Pptys Inc | 3,95% | $181.223.286 | 6.030.725 | SOLD Q2 · 2026-29,2% · 2,5 Mio. Stk. | ← | $28,87 | |
 MPLXMplx Lp | 3,90% | $179.159.480 | 3.180.534 | SOLD Q2 · 2026-2,2% · 73 Tsd. Stk. | ← | $59,44 | |
 FNFFidelity Natl Finl Inc | 3,54% | $162.554.106 | 3.446.864 | SOLD Q2 · 2026-1,6% · 55 Tsd. Stk. | ← | $42,50 | |
 DHID R Horton Inc | 2,43% | $111.487.777 | 684.478 | SOLD Q2 · 2026-1,3% · 9 Tsd. Stk. | ← | $138,02 | |
N/A FGF&G Annuities & Life Inc | 1,44% | $66.007.468 | 2.482.417 | SOLD Q2 · 2026-53,6% · 2,9 Mio. Stk. | ← | $23,10 | |
 AMAntero Midstream Corp | 0,90% | $41.487.605 | 1.823.631 | SOLD Q2 · 2026-0,9% · 16 Tsd. Stk. | ← | $21,19 | |
 GOOGLAlphabet Inc | 0,16% | $7.239.601 | 20.258 | – | SOLD Q4 · 2025-7,3% · 2 Tsd. Stk. | $349,54 | |
 HCAHca Healthcare Inc | 0,04% | $1.884.338 | 4.833 | BUY Q2 · 2026+262,6% · 4 Tsd. Stk. | ← | $427,71 | |
 JPMJpmorgan Chase & Co | 0,04% | $1.847.123 | 5.643 | – | SOLD Q2 · 2024-99,6% · 1,3 Mio. Stk. | $349,67 | |
N/A SUNBSunbelt Rentals Holdings Inc | 0,04% | $1.777.635 | 23.762 | – | – | $73,59 | |
 GOOGAlphabet Inc | 0,03% | $1.339.121 | 3.790 | – | SOLD Q4 · 2023-45,1% · 3 Tsd. Stk. | $344,41 | |
 MSFTMicrosoft Corp | 0,03% | $1.594.660 | 4.275 | BUY Q2 · 2026+111,1% · 2 Tsd. Stk. | ← | $493,78 | |
 AMATApplied Matls Inc | 0,02% | $694.803 | 961 | – | BUY Q4 · 2025– · 961 Stk. | $444,57 | |
 BACBank Of Amer Corp | 0,02% | $828.033 | 14.532 | – | SOLD Q1 · 2026-45,2% · 12 Tsd. Stk. | $57,73 | |
 CMCSAComcast Corp New | 0,02% | $763.358 | 31.094 | – | SOLD Q2 · 2018-2,4% · 767 Stk. | $22,74 | |
 AMZNAmazon Com Inc | 0,01% | $631.601 | 2.650 | BUY Q2 · 2026+89,3% · 1 Tsd. Stk. | ← | $253,71 | |
 ADIAnalog Devices Inc | 0,01% | $243.068 | 612 | NEW Q2 · 2026612 Stk. | – | $375,72 | |
 ETEnergy Transfer Lp | 0,01% | $286.800 | 15.000 | – | – | $21,14 | |
 MARMarriott Intl Inc New | 0,01% | $442.484 | 1.194 | – | BUY Q2 · 2023– · 1 Tsd. Stk. | $338,92 | |
 MAMastercard Incorporated | 0,01% | $601.939 | 1.172 | BUY Q2 · 2026+177,7% · 750 Stk. | ← | $565,24 | |
 NUNu Hldgs Ltd | 0,01% | $534.400 | 40.000 | NEW Q2 · 202640 Tsd. Stk. | – | $13,65 | |
 PGRProgressive Corp | 0,01% | $390.807 | 1.789 | – | BUY Q1 · 2026+2,5% · 43 Stk. | $213,48 | |
 SPGIS&P Global Inc | 0,01% | $570.571 | 1.401 | NEW Q2 · 20261 Tsd. Stk. | ← | $405,32 | |
 TXNTexas Instrs Inc | 0,01% | $301.051 | 1.010 | NEW Q2 · 20261 Tsd. Stk. | ← | $266,64 | |
 METAMeta Platforms Inc | 0,00% | $210.107 | 373 | – | BUY Q1 · 2026+10,4% · 35 Stk. | $665,75 | |
 MCOMoodys Corp | 0,00% | $213.325 | 471 | – | BUY Q3 · 2024– · 471 Stk. | $468,59 | |
 UNHUnitedhealth Group Inc | 0,00% | $207.399 | 499 | NEW Q2 · 2026499 Stk. | ← | $376,90 | |
 VVisa Inc | 0,00% | $212.030 | 618 | NEW Q2 · 2026618 Stk. | ← | $368,29 | |
 APOApollo Global Mgmt Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 5 Tsd. Stk. | ← | $125,91 | |
 ARESAres Management Corporation Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 5 Tsd. Stk. | ← | $123,80 | |
 FAFFirst Amern Finl Corp Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 5 Tsd. Stk. | ← | $69,59 |
