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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.

1BFHALLIANCE DATA SYSTEMS CORP17.90%Add +19.3%1,656,724$419.95M$253.48No quote
2SCHWSCHWAB CHARLES CORP NEW13.84%Reduce -11.5%6,320,124$324.67M$51.37No quote
3HCAHCA HEALTHCARE INC10.88%Reduce -0.4%2,905,777$255.24M$87.84No quote
4GOOGLALPHABET INC10.84%New241,309$254.2M$1053.40No quote
5LBTYKLIBERTY GLOBAL PLC10.08%Add +0.3%6,989,361$236.52M$33.84No quote
6ARANTERO RES CORP8.95%Reduce -1.1%11,044,402$209.84M$19.00No quote
7JPMJPMORGAN CHASE & CO8.26%Reduce -10.5%1,811,149$193.68M$106.94No quote
8BAMBROOKFIELD ASSET MGMT INC7.13%Reduce -0.6%3,842,693$167.31M$43.54No quote
9PRIPRIMERICA INC6.05%Reduce -5.9%1,397,564$141.92M$101.55No quote
10STSENSATA TECHNOLOGIES HLDG NV3.57%Reduce -1.4%1,640,438$83.84M$51.11No quote
11IQVIQVIA HLDGS INC2.02%New482,866$47.27M$97.90No quote
12LBTYALIBERTY GLOBAL PLC0.39%Reduce -0.4%255,747$9.17M$35.84No quote
13CMCSACOMCAST CORP NEW0.05%-32,194$1.29M$40.04No quote
14ESRXEXPRESS SCRIPTS HLDG CO0.02%New7,080$528KNo quoteNo quote
15BACBANK AMER CORP0.02%-14,532$429K$29.52No quote
17QQUINTILES IMS HOLDINGS INC-Sold0$0No quoteNo quote
16AXTAAXALTA COATING SYS LTD-Sold0$0No quoteNo quote