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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 23 rows. Rows without a quote are marked unavailable.

1BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 08467070211.90%Reduce -3.9%1,395,538$323.58MNo quoteNo quote
2AONAON PLC11.64%Add +13.2%1,497,634$316.41M$211.2752w: $143.93 - $238.19; reported $211.27
3JPMJPMORGAN CHASE & CO10.41%Reduce -0.7%2,228,522$283.18M$127.0752w: $76.91 - $141.10; reported $127.07
4HCAHCA HEALTHCARE INC9.81%Reduce -0.9%1,622,176$266.78M$164.4652w: $58.38 - $166.87; reported $164.46
5ELVANTHEM INC9.11%Add +0.9%771,135$247.6M$321.0952w: $171.03 - $338.20; reported $321.09
6PRIPRIMERICA INC8.23%Reduce -0.2%1,670,010$223.66M$133.9352w: $61.20 - $141.15; reported $133.93
7RJFRAYMOND JAMES FINL INC7.25%Reduce -1.9%2,059,701$197.05M$95.6752w: $36.14 - $68.30; reported $95.67
8PGRPROGRESSIVE CORP6.00%Reduce -0.3%1,650,000$163.15M$98.8852w: $62.18 - $102.05; reported $98.88
9CACCCREDIT ACCEP CORP MICH5.80%Add +221.1%455,362$157.62M$346.1452w: $199.00 - $539.00; reported $346.14
10SCHWSCHWAB CHARLES CORP4.52%Reduce -9.4%2,318,997$123M$53.0452w: $28.00 - $53.33; reported $53.04
11GOOGLALPHABET INC4.29%Reduce -15.5%66,546$116.63M$1752.6452w: $50.44 - $92.19; reported $1752.64
12DLTRDOLLAR TREE INC3.87%Reduce -2.7%975,021$105.34M$108.0452w: $60.20 - $114.32; reported $108.04
13METAFACEBOOK INC2.55%Reduce -2.5%253,625$69.28M$273.1652w: $137.10 - $304.67; reported $273.16
14UNHUNITEDHEALTH GROUP INC2.10%Add +2.0%163,114$57.2M$350.6852w: $187.72 - $367.95; reported $350.68
15AMANTERO MIDSTREAM CORP1.53%Reduce -36.2%5,398,393$41.62M$7.7152w: $1.69 - $8.64; reported $7.71
16RYAAYRYANAIR HOLDINGS PLC0.83%Reduce -9.5%204,975$22.54M$109.9852w: $17.78 - $47.29; reported $109.98
17CMCSACOMCAST CORP NEW0.06%-31,094$1.63M$52.3952w: $29.72 - $49.19; reported $52.39
18MCOMOODYS CORP0.04%Add +4.8%3,279$952K$290.3352w: $164.19 - $305.96; reported $290.33
19GOOGALPHABET INC0.03%-524$918K$1751.9152w: $50.68 - $92.36; reported $1751.91
20BACBK OF AMERICA CORP0.02%-14,532$440K$30.2852w: $17.95 - $35.67; reported $30.28
21MARMARRIOTT INTL INC NEW0.01%-2,897$382K$131.8652w: $46.56 - $152.60; reported $131.86
22AMZNAMAZON COM INC0.01%-69$225K$3260.8752w: $81.30 - $177.61; reported $3260.87
23CDKCDK GLOBAL INC-Sold0$0No quoteNo quote