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Focused investors/Glenn Greenberg

Glenn Greenberg - Brave Warrior Advisors

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

As of Q1 2026, Glenn Greenberg's Brave Warrior Advisors held 36 long-equity positions with a reported value of $4.04B.

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Updated 2026-05-10 from SEC 13F data.

Live quotes available for 33 of 35 rows. Rows without a quote are marked unavailable.

1ELVELEVANCE HEALTH INC17.69%Add +23.2%1,627,598$708.69M$435.4252w: $412.00 - $549.52; reported $435.42
2APOAPOLLO GLOBAL MGMT INC15.22%Reduce -13.8%6,790,296$609.5M$89.7652w: $45.62 - $93.18; reported $89.76
3PRIPRIMERICA INC10.25%Reduce -1.3%2,116,006$410.53M$194.0152w: $123.55 - $220.00; reported $194.01
4FNFFIDELITY NATIONAL FINANCIAL9.79%Add +4.5%9,496,172$392.19M$41.3052w: $30.70 - $43.89; reported $41.30
5LADLITHIA MTRS INC6.51%Reduce -23.0%882,908$260.75M$295.3352w: $180.00 - $329.00; reported $295.33
6JPMJPMORGAN CHASE & CO6.02%Reduce -1.4%1,663,540$241.25M$145.0252w: $101.28 - $159.38; reported $145.02
7RJFRAYMOND JAMES FINL INC5.37%Reduce -1.1%2,140,707$214.99M$100.4352w: $82.00 - $126.00; reported $100.43
8OMFONEMAIN HLDGS INC5.30%Reduce -1.0%5,298,634$212.42M$40.0952w: $29.25 - $48.64; reported $40.09
9DFSDISCOVER FINL SVCS5.15%New2,381,258$206.29MNo quoteNo quote
10FGF&G ANNUITIES & LIFE INC4.69%Reduce -1.5%6,689,916$187.72M$28.0652w: $9.03 - $35.00; reported $28.06
11URIUNITED RENTALS INC4.65%Reduce -20.1%418,615$186.1M$444.5752w: $260.97 - $492.33; reported $444.57
12DHID R HORTON INC3.25%Reduce -15.0%1,209,787$130.02M$107.4752w: $66.01 - $132.30; reported $107.47
13LENLENNAR CORP2.84%Add +40.2%1,013,938$113.79M$112.2352w: $67.67 - $128.98; reported $112.23
14ABGASBURY AUTOMOTIVE GROUP INC1.58%Reduce -0.5%275,266$63.33M$230.0752w: $138.88 - $256.39; reported $230.07
15AMANTERO MIDSTREAM CORP0.67%Reduce -0.8%2,233,155$26.75M$11.9852w: $9.31 - $12.38; reported $11.98
16ANAUTONATION INC0.45%Reduce -1.2%119,707$18.12M$151.4052w: $94.92 - $182.08; reported $151.40
17LPXLOUISIANA PAC CORP0.32%New231,070$12.77M$55.2752w: $50.59 - $79.56; reported $55.27
18GOOGLALPHABET INC0.07%-21,838$2.86M$130.8652w: $83.34 - $139.16; reported $130.86
19CMCSACOMCAST CORP NEW0.03%-31,094$1.38M$44.3452w: $26.61 - $44.48; reported $44.34
20MCOMOODYS CORP0.02%-3,150$995.94K$316.1752w: $230.16 - $363.19; reported $316.17
21GOOGALPHABET INC0.02%-6,900$909.77K$131.8552w: $83.45 - $139.93; reported $131.85
22BCBRUNSWICK CORP0.01%-6,828$539.41K$79.0052w: $64.55 - $93.15; reported $79.00
23MPLXMPLX LP0.01%-12,000$426.84K$35.5752w: $30.30 - $35.85; reported $35.57
24BACBANK AMERICA CORP0.01%-14,532$397.89K$27.3852w: $26.32 - $38.60; reported $27.38
25MSFTMICROSOFT CORP0.01%-1,225$386.79K$315.7552w: $213.43 - $366.78; reported $315.75
26UNHUNITEDHEALTH GROUP INC0.01%Reduce -35.8%710$357.98K$504.1952w: $445.68 - $558.10; reported $504.19
27AMZNAMAZON COM INC0.01%-2,700$343.22K$127.1252w: $81.43 - $145.86; reported $127.12
28FAFFIRST AMERN FINL CORP0.01%Reduce -6.3%6,000$338.94K$56.4952w: $43.54 - $64.66; reported $56.49
29HCAHCA HEALTHCARE INC0.01%-1,373$337.73K$245.9852w: $178.32 - $304.86; reported $245.98
30EPDENTERPRISE PRODS PARTNERS L0.01%New10,000$273.7K$27.3752w: $23.14 - $27.77; reported $27.37
31PGRPROGRESSIVE CORP0.01%-1,746$243.22K$139.3052w: $110.04 - $149.87; reported $139.30
32MARMARRIOTT INTL INC NEW0.01%-1,194$234.69K$196.5652w: $137.25 - $210.98; reported $196.56
33ICLRICON PLC0.01%-950$233.94K$246.2552w: $171.43 - $268.07; reported $246.25
34WFCWELLS FARGO CO NEW0.01%-5,250$214.52K$40.8652w: $35.25 - $48.84; reported $40.86
35CMACOMERICA INC-Sold0$0No quoteNo quote