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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 14 of 17 rows. Rows without a quote are marked unavailable.

1SCHWSCHWAB CHARLES CORP NEW15.12%Reduce -2.2%7,143,220$312.44M$43.74No quote
2BFHALLIANCE DATA SYSTEMS CORP14.89%Add +48.0%1,388,992$307.73M$221.55No quote
3HCAHCA HEALTHCARE INC11.24%Reduce -5.3%2,918,273$232.27M$79.59No quote
4LBTYKLIBERTY GLOBAL PLC11.03%Add +3.4%6,970,629$227.94M$32.70No quote
5ARANTERO RES CORP10.76%Reduce -2.5%11,172,897$222.34M$19.90No quote
6JPMJPMORGAN CHASE & CO9.35%Add +20.6%2,023,336$193.25M$95.51No quote
7BAMBROOKFIELD ASSET MGMT INC7.73%Reduce -17.6%3,865,381$159.64M$41.30No quote
8PRIPRIMERICA INC5.86%Reduce -2.2%1,485,192$121.12M$81.55No quote
9AXTAAXALTA COATING SYS LTD5.27%Reduce -2.5%3,764,629$108.87M$28.92No quote
10QQUINTILES IMS HOLDINGS INC4.37%Reduce -39.9%950,121$90.33M$95.07No quote
11STSENSATA TECHNOLOGIES HLDG NV3.87%Reduce -42.8%1,663,465$79.96M$48.07No quote
12LBTYALIBERTY GLOBAL PLC0.42%Reduce -3.8%256,814$8.71M$33.91No quote
13CMCSACOMCAST CORP NEW0.06%-32,194$1.24M$38.49No quote
14BACBANK AMER CORP0.02%-14,532$368K$25.32No quote
17TDWTIDEWATER INC-Sold0$0No quoteNo quote
16SERVSERVICEMASTER GLOBAL HLDGS I-Sold0$0No quoteNo quote
15JPMWSJPMORGAN CHASE & CO-Sold0$0No quoteNo quote