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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 23 of 28 rows. Rows without a quote are marked unavailable.

1ELVANTHEM INC19.61%Reduce -0.9%1,353,249$664.74M$491.2252w: $349.05 - $505.95; reported $491.22
2FNFFIDELITY NATIONAL FINANCIAL13.18%Add +5.9%9,147,182$446.75M$48.8452w: $37.74 - $52.33; reported $48.84
3APOAPOLLO GLOBAL MGMT INC10.70%New5,852,507$362.8M$61.9952w: $46.33 - $81.07; reported $61.99
4PRIPRIMERICA INC8.51%Add +9.3%2,107,598$288.36M$136.8252w: $121.22 - $179.51; reported $136.82
5LADLITHIA MTRS INC7.84%New885,107$265.64M$300.1252w: $274.03 - $406.43; reported $300.12
6VVVVALVOLINE INC7.43%Add +6.5%7,981,170$251.89MNo quoteNo quote
7RJFRAYMOND JAMES FINL INC7.31%Add +1.0%2,253,947$247.73M$109.9152w: $81.59 - $117.37; reported $109.91
8JPMJPMORGAN CHASE & CO6.41%Add +6.6%1,593,953$217.29M$136.3252w: $127.27 - $172.96; reported $136.32
9PGRPROGRESSIVE CORP5.76%Reduce -23.6%1,714,274$195.41M$113.9952w: $89.35 - $117.58; reported $113.99
10HCAHCA HEALTHCARE INC4.60%Add +2.4%622,838$156.1M$250.6252w: $185.21 - $272.26; reported $250.62
11DHID R HORTON INC3.37%New1,532,698$114.2M$74.5152w: $74.47 - $110.45; reported $74.51
12URIUNITED RENTALS INC2.58%New246,418$87.53M$355.2152w: $285.59 - $414.99; reported $355.21
13LENLENNAR CORP1.71%New715,804$58.1M$81.1752w: $76.98 - $113.79; reported $81.17
14AMANTERO MIDSTREAM CORP0.76%Reduce -1.1%2,378,233$25.85M$10.8752w: $8.26 - $11.71; reported $10.87
15UNHUNITEDHEALTH GROUP INC0.05%Reduce -98.4%3,556$1.81M$509.8452w: $360.55 - $521.89; reported $509.84
16CMCSACOMCAST CORP NEW0.04%-31,094$1.46M$46.8352w: $41.49 - $57.92; reported $46.83
17MCOMOODYS CORP0.03%-3,279$1.11M$337.3052w: $299.69 - $407.94; reported $337.30
18GOOGALPHABET INC0.03%-345$964K$2794.2052w: $104.84 - $152.10; reported $2794.20
19GOOGLALPHABET INC0.03%Reduce -41.1%333$926K$2780.7852w: $104.57 - $151.55; reported $2780.78
20BACBK OF AMERICA CORP0.02%-14,532$599K$41.2252w: $36.51 - $50.11; reported $41.22
21FAFFIRST AMERN FINL CORP0.01%-4,000$259K$64.7552w: $56.40 - $81.54; reported $64.75
22AMZNAMAZON COM INC0.01%-70$228K$3257.1452w: $133.57 - $188.65; reported $3257.14
23MARMARRIOTT INTL INC NEW0.01%Reduce -63.5%1,185$208K$175.5352w: $127.23 - $184.99; reported $175.53
24MAMASTERCARD INCORPORATED0.01%-569$203K$356.7752w: $305.61 - $401.50; reported $356.77
28BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 084670702-Sold0$0No quoteNo quote
27ATHATHENE HOLDING LTD-Sold0$0No quoteNo quote
26APOAPOLLO GLOBAL MGMT INC-Sold0$0No quoteNo quote
25AONAON PLC-Sold0$0No quoteNo quote