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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Filing period

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

Live quotes available for 8 of 15 rows. Rows without a quote are marked unavailable.


1	VRX	VALEANT PHARMACEUTICALS INTL	29.38%	Reduce -7.0%	6,113,227	$717.69M	No quote	No quote
2	ESRX	EXPRESS SCRIPTS HLDG CO	11.38%	Add +17.2%	3,958,387	$278.04M	No quote	No quote
3	ORCL	ORACLE CORP	11.07%	Add +0.6%	7,070,613	$270.52M	$38.26	No quote
4	HAL	HALLIBURTON CO	9.86%	Add +0.5%	4,747,513	$240.94M	$50.75	No quote
5	SCHW	SCHWAB CHARLES CORP NEW	8.47%	Reduce -13.6%	7,954,268	$206.81M	$26.00	No quote
6	VPRT	VISTAPRINT N V	7.42%	Reduce -17.6%	3,189,305	$181.31M	No quote	No quote
7	MSFT	MICROSOFT CORP	6.07%	Add +0.6%	3,960,893	$148.18M	$37.41	No quote
8	PRI	PRIMERICA INC	5.95%	Add +0.4%	3,389,761	$145.46M	$42.91	No quote
9	KMR	KINDER MORGAN MANAGEMENT LLC	5.64%	New	1,822,469	$137.89M	No quote	No quote
10	CMCSK	COMCAST CORP NEW	3.74%	Reduce -32.4%	1,830,521	$91.31M	No quote	No quote
11	ONE	HIGHER ONE HLDGS INC	0.92%	Reduce -50.5%	2,294,480	$22.39M	No quote	No quote
12	TDW	TIDEWATER INC	0.05%	New	19,625	$1.16M	$59.26	No quote
13	CMCSA	COMCAST CORP NEW	0.03%	New	15,547	$808K	$51.97	No quote
14	BAC	BANK OF AMERICA CORPORATION	0.01%	New	14,532	$226K	$15.55	No quote
15	MSI	MOTOROLA SOLUTIONS INC	-	Sold	0	$0	No quote	No quote