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

1VRXVALEANT PHARMACEUTICALS INTL25.22%Add +12.1%6,252,331$635.55MNo quoteNo quote
2CMPRCIMPRESS N V12.58%Reduce -3.8%3,907,843$317.08MNo quoteNo quote
3SCHWSCHWAB CHARLES CORP NEW12.55%Add +5.2%9,602,045$316.2M$32.93No quote
4JPMJPMORGAN CHASE & CO12.51%Reduce -0.9%4,772,920$315.16M$66.03No quote
5BAMBROOKFIELD ASSET MGMT INC11.19%Add +4.9%8,939,976$281.88M$31.53No quote
6HALHALLIBURTON CO8.78%Reduce -9.9%6,498,909$221.22M$34.04No quote
7PRIPRIMERICA INC5.56%Reduce -4.5%2,968,691$140.21M$47.23No quote
8JPMWSJPMORGAN CHASE & CO4.38%Add +0.2%4,655,095$110.28MNo quoteNo quote
9EQIXEQUINIX INC3.98%Reduce -48.3%331,660$100.29M$302.40No quote
10ARANTERO RES CORP3.02%Reduce -0.1%3,486,344$76M$21.80No quote
11BIPBROOKFIELD INFRAST PARTNERS0.18%-121,773$4.62MNo quoteNo quote
12CMCSACOMCAST CORP NEW0.03%-15,547$877K$56.41No quote
13BPYBROOKFIELD PPTY PARTNERS L P0.01%Reduce -5.3%12,500$290KNo quoteNo quote
14BACBANK AMER CORP0.01%-14,532$245K$16.86No quote
15TDWTIDEWATER INC0.01%-19,625$137K$6.98No quote
16MSFTMICROSOFT CORP-Sold0$0No quoteNo quote