Glenn Greenberg - Brave Warrior Advisors
As of Q2 2026, Glenn Greenberg reported 40 long-equity positions worth $4.59B in aggregate.
Copy-investor backtest
- Latest quarter
- +14.26%
- 1-year
- +7.29%
- 3-year
- +40.49%
- 5-year
- +80.52%
- 3-year vs S&P 500
- -32.75%
- 5-year vs S&P 500
- +6.84%
- 5-year top 5
- +87.48%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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All activity
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| SNX | TD SYNNEX CORPORATION | Reduce -52.8% | 8.40% | 1,441,630 | $385.41M | $267.34 | $171.08 - $296.47(77%)$186.29 -> $267.34 |
| AJG | GALLAGHER ARTHUR J & CO | New | 6.43% | 1,285,022 | $295M | $229.57 | $190.75 - $230.58(97%)$216.34 -> $229.68 |
| FG | F&G ANNUITIES & LIFE INC | Reduce -53.6% | 1.44% | 2,482,417 | $66.01M | $26.59 | $23.79 - $30.23(43%)$25.79 -> $26.58 |
| MRP | MILLROSE PPTYS INC | Reduce -29.2% | 3.95% | 6,030,725 | $181.22M | $30.05 | $26.30 - $31.49(72%)$28.51 -> $30.05 |
| RYAAY | RYANAIR HOLDINGS PLC | Add +30.3% | 5.59% | 3,958,684 | $256.32M | $64.75 | $53.14 - $66.39(88%)$60.02 -> $64.75 |
| ELV | ELEVANCE HEALTH INC FORMERLY | Reduce -13.0% | 8.23% | 976,885 | $377.79M | $386.73 | $292.07 - $426.79(70%)$298.50 -> $386.82 |
| SPGI | S&P GLOBAL INC | New | 0.01% | 1,401 | $570.57K | $407.26 | $393.03 - $456.70(22%)$425.17 -> $407.26 |
| NU | NU HLDGS LTD | New | 0.01% | 40,000 | $534.4K | $13.36 | $11.20 - $15.81(47%)$14.44 -> $13.36 |
| TXN | TEXAS INSTRS INC | New | 0.01% | 1,010 | $301.05K | $298.07 | $191.00 - $334.03(75%)$196.30 -> $298.07 |
| ADI | ANALOG DEVICES INC | New | 0.01% | 612 | $243.07K | $397.17 | $309.79 - $444.75(65%)$320.58 -> $397.87 |
| V | VISA INC | New | 0.00% | 618 | $212.03K | $343.09 | $293.89 - $345.80(95%)$298.51 -> $343.09 |
| UNH | UNITEDHEALTH GROUP INC | New | 0.00% | 499 | $207.4K | $415.63 | $270.76 - $427.81(92%)$273.98 -> $415.63 |
| APO | APOLLO GLOBAL MGMT INC | Sold | — | 0 | $0 | — | - |
| ARES | ARES MANAGEMENT CORPORATION | Sold | — | 0 | $0 | — | - |
| FAF | FIRST AMERN FINL CORP | Sold | — | 0 | $0 | — | - |
| ICLR | ICON PUB LTD CO | Add +5.2% | 11.94% | 3,153,308 | $547.76M | $173.71 | $99.06 - $181.00(91%)$111.42 -> $173.71 |
| OMF | ONEMAIN HLDGS INC | Reduce -1.5% | 10.08% | 7,585,152 | $462.47M | $60.97 | $51.62 - $62.55(86%)$54.02 -> $60.97 |
| SLM | SLM CORP | Reduce -1.5% | 7.56% | 13,381,145 | $347.11M | $25.94 | $20.72 - $26.14(96%)$21.74 -> $25.94 |
| AN | AUTONATION INC | Reduce -1.5% | 6.17% | 1,524,124 | $283.17M | $185.79 | $176.62 - $217.91(22%)$197.97 -> $186.09 |
| MPLX | MPLX LP | Reduce -2.2% | 3.90% | 3,180,534 | $179.16M | $56.33 | $53.40 - $57.74(68%)$55.92 -> $56.33 |
| PRI | PRIMERICA INC | Reduce -1.5% | 5.36% | 865,863 | $246.08M | $284.20 | $250.26 - $287.79(90%)$253.87 -> $284.20 |
| LEN | LENNAR CORP | Reduce -1.5% | 4.68% | 2,373,177 | $214.75M | $90.49 | $81.18 - $97.94(56%)$85.44 -> $90.49 |
| COF | CAPITAL ONE FINL CORP | Reduce -1.5% | 4.32% | 988,973 | $198.41M | $200.62 | $174.24 - $210.84(72%)$184.50 -> $200.60 |
| BLDR | BUILDERS FIRSTSOURCE INC | Reduce -1.3% | 4.56% | 2,340,571 | $209.43M | $89.48 | $65.10 - $94.97(82%)$80.97 -> $89.45 |
| FNF | FIDELITY NATL FINL INC | Reduce -1.6% | 3.54% | 3,446,864 | $162.55M | $47.16 | $45.08 - $52.94(26%)$46.18 -> $47.15 |
| DHI | D R HORTON INC | Reduce -1.3% | 2.43% | 684,478 | $111.49M | $162.88 | $133.84 - $170.78(79%)$138.25 -> $162.86 |
| HCA | HCA HEALTHCARE INC | Add +262.6% | 0.04% | 4,833 | $1.88M | $389.89 | $358.96 - $512.14(20%)$474.75 -> $389.89 |
| MSFT | MICROSOFT CORP | Add +111.1% | 0.03% | 4,275 | $1.59M | $373.02 | $349.20 - $466.32(20%)$369.37 -> $373.02 |
| MA | MASTERCARD INCORPORATED | Add +177.7% | 0.01% | 1,172 | $601.94K | $513.60 | $464.52 - $534.21(70%)$491.65 -> $513.60 |
| AM | ANTERO MIDSTREAM CORP | Reduce -0.9% | 0.90% | 1,823,631 | $41.49M | $22.75 | $20.39 - $23.20(84%)$22.55 -> $22.80 |
| AMZN | AMAZON COM INC | Add +89.3% | 0.01% | 2,650 | $631.6K | $238.34 | $204.90 - $278.56(45%)$210.57 -> $238.72 |