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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 12 of 16 rows. Rows without a quote are marked unavailable.


1	BFH	ALLIANCE DATA SYSTEMS CORP	16.13%	Add +4.1%	1,723,950	$366.96M	$212.86	No quote
2	SCHW	SCHWAB CHARLES CORP NEW	13.48%	Reduce -7.0%	5,875,485	$306.82M	$52.22	No quote
3	GOOGL	ALPHABET INC	12.28%	Add +11.6%	269,388	$279.39M	$1037.14	No quote
4	HCA	HCA HEALTHCARE INC	11.60%	Reduce -6.3%	2,722,358	$264.07M	$97.00	No quote
5	NLSN	NIELSEN HLDGS PLC	10.40%	New	7,442,501	$236.6M	No quote	No quote
6	AR	ANTERO RES CORP	9.59%	Reduce -0.5%	10,988,904	$218.13M	$19.85	No quote
7	LBTYK	LIBERTY GLOBAL PLC	8.59%	Reduce -8.1%	6,420,856	$195.39M	$30.43	No quote
8	JPM	JPMORGAN CHASE & CO	7.20%	Reduce -17.7%	1,490,036	$163.86M	$109.97	No quote
9	PRI	PRIMERICA INC	5.94%	Add +0.1%	1,399,165	$135.16M	$96.60	No quote
10	BAM	BROOKFIELD ASSET MGMT INC	4.38%	Reduce -33.4%	2,557,509	$99.74M	$39.00	No quote
11	LBTYA	LIBERTY GLOBAL PLC	0.35%	Reduce -1.7%	251,373	$7.87M	$31.31	No quote
12	CMCSA	COMCAST CORP NEW	0.05%	Reduce -1.0%	31,861	$1.09M	$34.18	No quote
13	BAC	BANK AMER CORP	0.02%	-	14,532	$436K	$30.00	No quote
16	ST	SENSATA TECHNOLOGIES HLDG NV	-	Sold	0	$0	No quote	No quote
15	IQV	IQVIA HLDGS INC	-	Sold	0	$0	No quote	No quote
14	ESRX	EXPRESS SCRIPTS HLDG CO	-	Sold	0	$0	No quote	No quote