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 9 of 13 rows. Rows without a quote are marked unavailable.


1	VRX	VALEANT PHARMACEUTICALS INTL	30.78%	Add +8.2%	6,050,442	$763.08M	No quote	No quote
2	ESRX	EXPRESS SCRIPTS HLDG CO	13.08%	Add +31.9%	4,678,694	$324.37M	No quote	No quote
3	ORCL	ORACLE CORP	12.90%	Add +1.1%	7,888,660	$319.73M	$40.53	No quote
4	SCHW	SCHWAB CHARLES CORP NEW	9.07%	Add +15.8%	8,347,280	$224.79M	$26.93	No quote
5	KMR	KINDER MORGAN MANAGEMENT LLC	9.03%	Reduce -13.0%	2,837,047	$223.93M	No quote	No quote
6	MSFT	MICROSOFT CORP	8.14%	Add +21.4%	4,838,894	$201.78M	$41.70	No quote
7	PRI	PRIMERICA INC	6.48%	Reduce -0.5%	3,357,924	$160.68M	$47.85	No quote
8	VPRT	VISTAPRINT N V	5.92%	Add +14.3%	3,630,690	$146.9M	No quote	No quote
9	EQIX	EQUINIX INC	4.32%	New	509,260	$106.99M	$210.09	No quote
10	HAL	HALLIBURTON CO	0.20%	Reduce -98.3%	70,777	$5.03M	$71.01	No quote
11	TDW	TIDEWATER INC	0.04%	-	19,625	$1.1M	$56.15	No quote
12	CMCSA	COMCAST CORP NEW	0.03%	-	15,547	$835K	$53.71	No quote
13	BAC	BANK OF AMERICA CORPORATION	0.01%	-	14,532	$223K	$15.35	No quote