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Focused investors/Glenn Greenberg

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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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 6 of 13 rows. Rows without a quote are marked unavailable.

1VRXVALEANT PHARMACEUTICALS INTL30.77%Reduce -1.3%6,573,589$685.82MNo quoteNo quote
2ORCLORACLE CORP10.46%Add +14.9%7,025,771$233.05M$33.17No quote
3HALHALLIBURTON CO10.21%Add +7.5%4,724,009$227.46M$48.15No quote
4VPRTVISTAPRINT N V9.83%Reduce -32.7%3,871,683$219.13MNo quoteNo quote
5ESRXEXPRESS SCRIPTS HLDG CO9.37%Reduce -19.5%3,377,491$208.73MNo quoteNo quote
6SCHWSCHWAB CHARLES CORP NEW8.74%Reduce -1.6%9,209,792$194.7M$21.14No quote
7PRIPRIMERICA INC6.11%Add +1.3%3,377,527$136.25M$40.34No quote
8MSFTMICROSOFT CORP5.88%New3,936,900$131.02M$33.28No quote
9CMCSKCOMCAST CORP NEW5.27%Reduce -1.9%2,707,515$117.37MNo quoteNo quote
10MSIMOTOROLA SOLUTIONS INC1.78%New668,470$39.69M$59.38No quote
11ONEHIGHER ONE HLDGS INC1.60%Reduce -26.6%4,636,534$35.56MNo quoteNo quote
13GOOGLGOOGLE INC-Sold0$0No quoteNo quote
12FIFISERV INC-Sold0$0No quoteNo quote