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Focused investors/Glenn Greenberg

Glenn Greenberg - Brave Warrior Advisors

As of Q1 2026, Glenn Greenberg reported 36 long-equity positions worth $4.04B in aggregate.

Copy-investor backtest

Latest quarter
-3.70%
1-year
+0.26%
3-year
+50.76%
3-year top 5
+65.37%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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

Live quotes available for 20 of 25 rows. Rows without a quote are marked unavailable.

1ELVANTHEM INC20.17%Reduce -0.4%1,365,785$633.1M$463.5452w: $286.04 - $470.02; reported $463.54
2FNFFIDELITY NATIONAL FINANCIAL14.37%Reduce -1.7%8,639,966$450.83M$52.1852w: $33.12 - $49.14; reported $52.18
3PRIPRIMERICA INC9.42%Add +1.4%1,929,120$295.68M$153.2752w: $128.84 - $179.51; reported $153.27
4VVVVALVOLINE INC8.91%Reduce -1.6%7,495,661$279.51MNo quoteNo quote
5APOAPOLLO GLOBAL MGMT INC7.72%Add +33.5%3,346,129$242.36M$72.4352w: $45.40 - $81.07; reported $72.43
6JPMJPMORGAN CHASE & CO7.54%Reduce -10.6%1,494,992$236.73M$158.3552w: $123.77 - $172.96; reported $158.35
7PGRPROGRESSIVE CORP7.34%Reduce -1.8%2,242,456$230.19M$102.6552w: $84.89 - $107.59; reported $102.65
8RJFRAYMOND JAMES FINL INC7.14%Reduce -1.6%2,232,515$224.15M$100.4052w: $62.02 - $103.47; reported $100.40
9BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707026.40%Reduce -2.0%671,870$200.89MNo quoteNo quote
10HCAHCA HEALTHCARE INC4.98%Reduce -1.8%608,397$156.31M$256.9252w: $156.43 - $263.92; reported $256.92
11UNHUNITEDHEALTH GROUP INC3.55%Reduce -2.0%221,661$111.31M$502.1452w: $320.35 - $509.23; reported $502.14
12ATHATHENE HOLDING LTD1.45%Add +27.0%546,330$45.53MNo quoteNo quote
13AMANTERO MIDSTREAM CORP0.74%Reduce -1.2%2,403,809$23.27M$9.6852w: $7.57 - $11.71; reported $9.68
14GOOGLALPHABET INC0.05%-565$1.64M$2897.3552w: $84.81 - $150.97; reported $2897.35
15CMCSACOMCAST CORP NEW0.05%-31,094$1.57M$50.3352w: $43.38 - $57.92; reported $50.33
16MCOMOODYS CORP0.04%-3,279$1.28M$390.6752w: $261.38 - $407.94; reported $390.67
17GOOGALPHABET INC0.03%-345$998K$2892.7552w: $84.95 - $151.85; reported $2892.75
18AONAON PLC0.03%Reduce -97.6%2,732$821K$300.5152w: $200.65 - $326.25; reported $300.51
19BACBK OF AMERICA CORP0.02%-14,532$647K$44.5252w: $29.57 - $48.69; reported $44.52
20MARMARRIOTT INTL INC NEW0.02%-3,244$536K$165.2352w: $115.50 - $171.68; reported $165.23
21FAFFIRST AMERN FINL CORP0.01%-4,000$313K$78.2552w: $48.69 - $79.75; reported $78.25
22AMZNAMAZON COM INC0.01%-70$233K$3328.5752w: $144.05 - $188.65; reported $3328.57
23MAMASTERCARD INCORPORATED0.01%New569$204K$358.5252w: $306.00 - $401.50; reported $358.52
25SCHWSCHWAB CHARLES CORP-Sold0$0No quoteNo quote
24METAFACEBOOK INC-Sold0$0No quoteNo quote