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

1ELVELEVANCE HEALTH INC18.68%Reduce -1.8%1,189,871$540.49M$454.2452w: $363.37 - $533.68; reported $454.24
2APOAPOLLO GLOBAL MGMT INC12.62%Add +5.7%7,849,515$365M$46.5052w: $45.97 - $81.07; reported $46.50
3FNFFIDELITY NATIONAL FINANCIAL11.75%Add +3.0%9,389,250$339.89M$36.2052w: $32.00 - $52.33; reported $36.20
4PRIPRIMERICA INC9.38%Reduce -0.1%2,199,229$271.5M$123.4552w: $110.22 - $179.51; reported $123.45
5LADLITHIA MTRS INC8.43%Add +14.6%1,136,208$243.77M$214.5552w: $209.00 - $366.36; reported $214.55
6RJFRAYMOND JAMES FINL INC7.65%Reduce -0.3%2,238,425$221.2M$98.8252w: $84.86 - $117.37; reported $98.82
7JPMJPMORGAN CHASE & CO6.27%Reduce -0.1%1,735,301$181.34M$104.5052w: $104.40 - $172.96; reported $104.50
8OMFONEMAIN HLDGS INC5.49%Add +86.2%5,381,093$158.85M$29.5252w: $28.77 - $60.38; reported $29.52
9VVVVALVOLINE INC4.78%Reduce -28.0%5,451,901$138.15MNo quoteNo quote
10URIUNITED RENTALS INC4.22%Add +0.0%451,639$122M$270.1252w: $230.54 - $414.99; reported $270.12
11DHID R HORTON INC3.77%Reduce -0.3%1,621,062$109.18M$67.3552w: $59.25 - $110.45; reported $67.35
12HCAHCA HEALTHCARE INC2.67%Add +0.2%420,871$77.35M$183.7952w: $164.47 - $279.02; reported $183.79
13LENLENNAR CORP2.31%Add +10.5%897,919$66.94M$74.5552w: $60.54 - $113.79; reported $74.55
14ABGASBURY AUTOMOTIVE GROUP INC1.05%New200,447$30.29M$151.1052w: $140.70 - $230.97; reported $151.10
15AMANTERO MIDSTREAM CORP0.75%Reduce -1.4%2,350,819$21.58M$9.1852w: $8.56 - $11.71; reported $9.18
16UNHUNITEDHEALTH GROUP INC0.04%-2,466$1.25M$504.8752w: $383.12 - $553.29; reported $504.87
17CMCSACOMCAST CORP NEW0.03%-31,094$912K$29.3352w: $27.44 - $54.32; reported $29.33
18MCOMOODYS CORP0.03%-3,129$761K$243.2152w: $242.70 - $407.94; reported $243.21
19GOOGALPHABET INC0.02%-20:1 split6,900$663K$96.0952w: $96.03 - $152.10; reported $96.09
20GOOGLALPHABET INC0.02%-20:1 split5,600$536K$95.7152w: $95.56 - $151.55; reported $95.71
21BACBK OF AMERICA CORP0.02%-14,532$439K$30.2152w: $29.67 - $50.11; reported $30.21
22FAFFIRST AMERN FINL CORP0.01%Add +37.5%5,500$254K$46.1852w: $44.34 - $81.54; reported $46.18
23PHMPULTE GROUP INC0.01%New6,200$232K$37.4252w: $35.03 - $58.09; reported $37.42
24AMZNAMAZON COM INC0.01%-1,900$215K$113.1652w: $101.26 - $188.11; reported $113.16
25PGRPROGRESSIVE CORP0.01%-1,746$203K$116.2752w: $89.35 - $129.76; reported $116.27