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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 11 of 18 rows. Rows without a quote are marked unavailable.

1VRXVALEANT PHARMACEUTICALS INTL31.62%Reduce -2.2%5,577,892$994.98MNo quoteNo quote
2CMPRCIMPRESS N V9.82%Add +78.9%4,060,537$309.05MNo quoteNo quote
3JPMJPMORGAN CHASE & CO9.33%Reduce -1.2%4,814,343$293.53M$60.97No quote
4MSFTMICROSOFT CORP8.83%Add +0.8%6,280,742$277.99M$44.26No quote
5BAMBROOKFIELD ASSET MGMT INC8.51%Add +56.6%8,521,806$267.93M$31.44No quote
6SCHWSCHWAB CHARLES CORP NEW8.28%Add +4.2%9,124,945$260.61M$28.56No quote
7HALHALLIBURTON CO8.10%Add +25.4%7,210,130$254.88M$35.35No quote
8EQIXEQUINIX INC5.57%Reduce -26.9%641,658$175.43M$273.40No quote
9PRIPRIMERICA INC4.45%Add +15.3%3,106,919$140.03M$45.07No quote
10JPMWSJPMORGAN CHASE & CO2.94%Add +20.3%4,647,495$92.53MNo quoteNo quote
11ARANTERO RES CORP2.35%Add +84.1%3,487,994$73.81M$21.16No quote
12BIPBROOKFIELD INFRAST PARTNERS0.14%New121,773$4.48MNo quoteNo quote
13CMCSACOMCAST CORP NEW0.03%-15,547$884K$56.86No quote
14BPYBROOKFIELD PPTY PARTNERS L P0.01%New13,200$283KNo quoteNo quote
15TDWTIDEWATER INC0.01%-19,625$258K$13.15No quote
16BACBANK AMER CORP0.01%-14,532$226K$15.55No quote
18ESRXEXPRESS SCRIPTS HLDG CO-Sold0$0No quoteNo quote
17BHIBAKER HUGHES INC-Sold0$0No quoteNo quote