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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 15 of 21 rows. Rows without a quote are marked unavailable.

1SCHWSCHWAB CHARLES CORP NEW13.86%Reduce -4.6%7,302,503$313.72M$42.96No quote
2HCAHCA HEALTHCARE INC11.87%Reduce -0.6%3,080,347$268.61M$87.20No quote
3ARANTERO RES CORP10.94%Add +8.2%11,459,921$247.65M$21.61No quote
4BFHALLIANCE DATA SYSTEMS CORP10.65%New938,698$240.95M$256.69No quote
5LBTYKLIBERTY GLOBAL PLC9.29%Add +0.1%6,738,614$210.11M$31.18No quote
6BAMBROOKFIELD ASSET MGMT INC8.13%Reduce -29.3%4,690,948$183.93M$39.21No quote
7JPMJPMORGAN CHASE & CO6.77%Reduce -0.9%1,677,185$153.3M$91.40No quote
8QQUINTILES IMS HOLDINGS INC6.26%New1,581,553$141.55M$89.50No quote
9STSENSATA TECHNOLOGIES HLDG NV5.49%Reduce -1.3%2,910,230$124.33M$42.72No quote
10AXTAAXALTA COATING SYS LTD5.46%Reduce -12.3%3,859,691$123.66M$32.04No quote
11PRIPRIMERICA INC5.08%Reduce -2.7%1,518,440$115.02M$75.75No quote
12SERVSERVICEMASTER GLOBAL HLDGS I3.33%New1,923,916$75.4MNo quoteNo quote
13JPMWSJPMORGAN CHASE & CO2.41%Reduce -15.8%1,083,231$54.48MNo quoteNo quote
14LBTYALIBERTY GLOBAL PLC0.38%Reduce -75.8%266,868$8.57M$32.12No quote
15CMCSACOMCAST CORP NEW0.06%-32,194$1.25M$38.92No quote
16BACBANK AMER CORP0.02%-14,532$353K$24.29No quote
17TDWTIDEWATER INC0.00%-19,625$14K$0.71No quote
21LILAKLIBERTY GLOBAL PLC-Sold0$0No quoteNo quote
20LILALIBERTY GLOBAL PLC-Sold0$0No quoteNo quote
19ESRXEXPRESS SCRIPTS HLDG CO-Sold0$0No quoteNo quote
18TAT&T INC-Sold0$0No quoteNo quote