In a significant portfolio shift, Glenn Greenberg's Brave Warrior Advisors cut its holdings in IT distributor TD SYNNEX by 52.79%, selling over 1.6 million shares. The transaction reduced the firm's stake from 3.05 million to 1.44 million shares. Despite the sale, TD SYNNEX remains a top-three position for the fund, with a reported value of $385.41 million and an 8.40% portfolio weight.
This trade information was disclosed in a quarterly 13F filing with the SEC, which reveals positions held as of June 30, 2026, and does not reflect real-time activity. The sale occurred during a strong quarter for TD SYNNEX, which reported record revenue and a 62.2% increase in non-GAAP diluted EPS, driven by demand for AI infrastructure.