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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 20 rows. Rows without a quote are marked unavailable.

1GOOGLALPHABET INC19.14%Reduce -0.7%293,654$358.59M$1221.14No quote
2BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 08467070216.69%Add +19.4%1,503,862$312.83MNo quoteNo quote
3JPMJPMORGAN CHASE & CO12.73%Reduce -0.6%2,026,704$238.52M$117.69No quote
4RJFRAYMOND JAMES FINANCIAL INC11.33%Add +5.9%2,575,057$212.34M$82.46No quote
5ELVANTHEM INC8.18%New638,397$153.28M$240.10No quote
6SCHWTHE CHARLES SCHWAB CORPORATI7.54%Reduce -0.7%3,379,941$141.38M$41.83No quote
7LENLENNAR CORP7.49%Reduce -25.5%2,514,744$140.45M$55.85No quote
8PRIPRIMERICA INC5.96%Add +15.8%878,303$111.75M$127.23No quote
9CCITIGROUP INC5.06%Reduce -1.1%1,372,732$94.83M$69.08No quote
10DHID R HORTON INC3.55%Reduce -0.4%1,262,110$66.53M$52.71No quote
11ARANTERO RES CORP1.85%Reduce -2.5%11,458,184$34.6M$3.02No quote
12AMANTERO MIDSTREAM CORP0.18%Reduce -30.1%466,459$3.45M$7.40No quote
13MCOMOODYS CORP0.08%-6,875$1.41M$204.80No quote
14CMCSACOMCAST CORP NEW0.07%-31,094$1.4M$45.09No quote
15GOOGALPHABET INC0.07%-1,100$1.34M$1219.09No quote
16LEN/BLENNAR CORPCUSIP 5260573020.04%Reduce -2.1%18,520$822KNo quoteNo quote
17BACBANK AMER CORP0.02%Add +0.1%14,546$424K$29.15No quote
20LBTYKLIBERTY GLOBAL PLC-Sold0$0No quoteNo quote
19FTDRFRONTDOOR INC-Sold0$0No quoteNo quote
18METAFACEBOOK INC-Sold0$0No quoteNo quote