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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 16 of 20 rows. Rows without a quote are marked unavailable.

1SCHWSCHWAB CHARLES CORP NEW15.45%Reduce -10.5%8,204,928$323.85M$39.47No quote
2HCAHCA HOLDINGS INC12.77%Add +44.8%3,617,751$267.79M$74.02No quote
3ARANTERO RES CORP10.88%Add +4.7%9,647,226$228.16M$23.65No quote
4JPMJPMORGAN CHASE & CO10.54%Reduce -5.2%2,560,143$220.92M$86.29No quote
5BAMBROOKFIELD ASSET MGMT INC10.52%Add +2.3%6,683,668$220.63M$33.01No quote
6LBTYKLIBERTY GLOBAL PLC9.58%Add +1.6%6,761,270$200.81M$29.70No quote
7ESRXEXPRESS SCRIPTS HLDG CO6.20%New1,889,317$129.97MNo quoteNo quote
8AXTAAXALTA COATING SYS LTD5.76%Add +47.9%4,443,376$120.86M$27.20No quote
9STSENSATA TECHNOLOGIES HLDG NV5.52%Reduce -3.6%2,973,093$115.8M$38.95No quote
10PRIPRIMERICA INC5.30%Reduce -41.1%1,608,035$111.2M$69.15No quote
11JPMWSJPMORGAN CHASE & CO3.46%Reduce -62.6%1,640,094$72.61MNo quoteNo quote
12LILAKLIBERTY GLOBAL PLC1.85%Add +143.6%1,831,055$38.76M$21.17No quote
13LBTYALIBERTY GLOBAL PLC1.69%Reduce -2.2%1,157,104$35.4M$30.59No quote
14LILALIBERTY GLOBAL PLC0.16%Reduce -0.1%151,869$3.34M$21.96No quote
15CMPRCIMPRESS N V0.14%Reduce -98.3%31,697$2.9MNo quoteNo quote
16LVNTALIBERTY INTERACTIVE CORP0.10%New54,767$2.02MNo quoteNo quote
17CMCSACOMCAST CORP NEW0.05%Add +3.5%16,097$1.11M$69.02No quote
18BACBANK AMER CORP0.02%-14,532$321K$22.09No quote
19TAT&T INC0.01%-4,994$212K$42.45No quote
20TDWTIDEWATER INC0.00%-19,625$67K$3.41No quote