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 10 of 16 rows. Rows without a quote are marked unavailable.


1	VRX	VALEANT PHARMACEUTICALS INTL	30.53%	Reduce -7.0%	6,126,609	$876.78M	No quote	No quote
2	ESRX	EXPRESS SCRIPTS HLDG CO	12.05%	Reduce -17.9%	4,088,652	$346.19M	No quote	No quote
3	JPM	JPMORGAN CHASE & CO	9.07%	Add +14.3%	4,162,430	$260.49M	$62.58	No quote
4	SCHW	SCHWAB CHARLES CORP NEW	8.91%	Add +1.6%	8,474,710	$255.85M	$30.19	No quote
5	MSFT	MICROSOFT CORP	8.28%	Add +5.9%	5,120,165	$237.83M	$46.45	No quote
6	CMPR	CIMPRESS N V	7.38%	New	2,833,719	$212.08M	No quote	No quote
7	EQIX	EQUINIX INC	6.73%	Add +17.3%	852,434	$193.27M	$226.73	No quote
8	KMI	KINDER MORGAN INC DEL	6.18%	New	4,193,877	$177.44M	$42.31	No quote
9	HAL	HALLIBURTON CO	5.67%	New	4,141,241	$162.88M	$39.33	No quote
10	PRI	PRIMERICA INC	4.43%	Reduce -29.6%	2,344,940	$127.24M	$54.26	No quote
11	BHI	BAKER HUGHES INC	0.70%	New	361,063	$20.25M	No quote	No quote
12	CMCSA	COMCAST CORP NEW	0.03%	-	15,547	$902K	$58.02	No quote
13	TDW	TIDEWATER INC	0.02%	-	19,625	$636K	$32.41	No quote
14	BAC	BANK AMER CORP	0.01%	-	14,532	$260K	$17.89	No quote
16	VPRT	VISTAPRINT N V	-	Sold	0	$0	No quote	No quote
15	KMR	KINDER MORGAN MANAGEMENT LLC	-	Sold	0	$0	No quote	No quote