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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 NEW14.91%Reduce -6.7%7,651,850$312.27M$40.81No quote
2HCAHCA HOLDINGS INC13.16%Reduce -14.4%3,097,983$275.69M$88.99No quote
3BAMBROOKFIELD ASSET MGMT INC11.55%Reduce -0.7%6,636,977$241.98M$36.46No quote
4ARANTERO RES CORP11.54%Add +9.8%10,593,829$241.65M$22.81No quote
5LBTYKLIBERTY GLOBAL PLC11.27%Reduce -0.4%6,733,386$235.94M$35.04No quote
6JPMJPMORGAN CHASE & CO7.10%Reduce -33.9%1,692,041$148.63M$87.84No quote
7AXTAAXALTA COATING SYS LTD6.76%Reduce -1.0%4,400,048$141.68M$32.20No quote
8STSENSATA TECHNOLOGIES HLDG NV6.15%Reduce -0.9%2,947,474$128.72M$43.67No quote
9PRIPRIMERICA INC6.12%Reduce -3.0%1,559,965$128.23M$82.20No quote
10ESRXEXPRESS SCRIPTS HLDG CO4.45%Reduce -25.2%1,413,775$93.18MNo quoteNo quote
11JPMWSJPMORGAN CHASE & CO2.84%Reduce -21.6%1,285,720$59.54MNo quoteNo quote
12LILAKLIBERTY GLOBAL PLC2.02%Add +0.1%1,832,210$42.21M$23.04No quote
13LBTYALIBERTY GLOBAL PLC1.89%Reduce -4.8%1,101,199$39.5M$35.87No quote
14LILALIBERTY GLOBAL PLC0.16%Add +0.0%151,916$3.38M$22.24No quote
15CMCSACOMCAST CORP NEW0.06%Add +100.0%32,194$1.21M$37.58No quote
16BACBANK AMER CORP0.02%-14,532$343K$23.60No quote
17TAT&T INC0.01%-4,994$208K$41.65No quote
18TDWTIDEWATER INC0.00%-19,625$23K$1.17No quote
20LVNTALIBERTY INTERACTIVE CORP-Sold0$0No quoteNo quote
19CMPRCIMPRESS N V-Sold0$0No quoteNo quote