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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 21 of 25 rows. Rows without a quote are marked unavailable.

1BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 08467070213.81%Reduce -29.6%1,452,624$309.32MNo quoteNo quote
2AONAON PLC12.19%New1,323,535$273.05M$206.3052w: $143.93 - $238.19; reported $206.30
3JPMJPMORGAN CHASE & CO9.65%Add +12.8%2,245,142$216.14M$96.2752w: $76.91 - $141.10; reported $96.27
4ELVANTHEM INC9.16%Reduce -1.0%763,927$205.18M$268.5952w: $171.03 - $309.10; reported $268.59
5HCAHCA HEALTHCARE INC9.11%Reduce -1.6%1,637,772$204.2M$124.6852w: $58.38 - $151.97; reported $124.68
6PRIPRIMERICA INC8.45%Add +7.4%1,672,920$189.28M$113.1452w: $61.20 - $137.68; reported $113.14
7PGRPROGRESSIVE CORP7.00%Reduce -6.5%1,655,588$156.73M$94.6752w: $62.18 - $97.81; reported $94.67
8RJFRAYMOND JAMES FINL INC6.81%Reduce -4.6%2,098,460$152.68M$72.7652w: $36.14 - $68.30; reported $72.76
9GOOGLALPHABET INC5.15%Reduce -52.2%78,730$115.39M$1465.6052w: $50.44 - $86.31; reported $1465.60
10SCHWSCHWAB CHARLES CORP4.14%Add +78.1%2,560,691$92.77M$36.2352w: $28.00 - $49.55; reported $36.23
11DLTRDOLLAR TREE INC4.09%Add +8809.9%1,002,275$91.55M$91.3452w: $60.20 - $104.64; reported $91.34
12METAFACEBOOK INC3.04%Reduce -26.2%259,985$68.09M$261.9052w: $137.10 - $304.67; reported $261.90
13UNHUNITEDHEALTH GROUP INC2.23%Reduce -3.4%159,901$49.85M$311.7752w: $187.72 - $324.57; reported $311.77
14CACCCREDIT ACCEP CORP MICH2.14%New141,794$48.02M$338.6452w: $199.00 - $539.00; reported $338.64
15AMANTERO MIDSTREAM CORP2.03%Add +19.5%8,464,881$45.46M$5.3752w: $1.69 - $7.87; reported $5.37
16RYAAYRYANAIR HOLDINGS PLC0.83%Reduce -8.8%226,506$18.52M$81.7652w: $17.78 - $38.73; reported $81.76
17CMCSACOMCAST CORP NEW0.06%-31,094$1.44M$46.2552w: $29.72 - $44.74; reported $46.25
18MCOMOODYS CORP0.04%-3,129$907K$289.8752w: $164.19 - $305.96; reported $289.87
19GOOGALPHABET INC0.03%Reduce -44.0%524$770K$1469.4752w: $50.68 - $86.66; reported $1469.47
20BACBK OF AMERICA CORP0.02%-14,532$350K$24.0852w: $17.95 - $35.67; reported $24.08
21CDKCDK GLOBAL INC0.02%New7,847$342KNo quoteNo quote
22MARMARRIOTT INTL INC NEW0.01%-2,897$268K$92.5152w: $46.56 - $152.60; reported $92.51
23AMZNAMAZON COM INC0.01%New69$217K$3144.9352w: $81.30 - $177.61; reported $3144.93
25LENLENNAR CORP-Sold0$0No quoteNo quote
24DHID R HORTON INC-Sold0$0No quoteNo quote