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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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| AJG | GALLAGHER ARTHUR J & CO | New | 6.43% | 1,285,022 | $295M | $229.57 | $190.75 - $230.58(97%)$216.34 -> $229.68 |
| 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 |
| 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 |
| 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 |
| 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 |
| AMZN | AMAZON COM INC | Add +89.3% | 0.01% | 2,650 | $631.6K | $238.34 | $204.90 - $278.56(45%)$210.57 -> $238.72 |