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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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. 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 |
| 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 |
| 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 |
| APO | APOLLO GLOBAL MGMT INC | Sold | — | 0 | $0 | — | - |
| ARES | ARES MANAGEMENT CORPORATION | Sold | — | 0 | $0 | — | - |
| FAF | FIRST AMERN FINL CORP | Sold | — | 0 | $0 | — | - |
| 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 |
| 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 |