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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 26 of 30 rows. Rows without a quote are marked unavailable.

1ELVELEVANCE HEALTH INC19.61%Reduce -0.8%1,633,127$884.93M$541.8652w: $412.00 - $550.34; reported $541.86
2DFSDISCOVER FINL SVCS10.03%Add +4.6%3,460,972$452.73MNo quoteNo quote
3PRIPRIMERICA INC9.91%Reduce -6.2%1,890,013$447.14M$236.5852w: $184.76 - $256.56; reported $236.58
4APOAPOLLO GLOBAL MGMT INC9.89%Reduce -0.7%3,779,701$446.27M$118.0752w: $73.77 - $119.69; reported $118.07
5SNXTD SYNNEX CORPORATION8.50%Add +8.5%3,322,046$383.36M$115.4052w: $89.73 - $133.85; reported $115.40
6FNFFIDELITY NATIONAL FINANCIAL8.07%Reduce -18.8%7,367,533$364.1M$49.4252w: $33.71 - $52.03; reported $49.42
7OMFONEMAIN HLDGS INC7.81%Add +9.0%7,270,177$352.53M$48.4952w: $35.00 - $53.65; reported $48.49
8LENLENNAR CORP5.27%Add +56.3%1,585,312$237.59M$149.8752w: $99.61 - $167.08; reported $149.87
9FGF&G ANNUITIES & LIFE INC5.10%Reduce -0.6%6,049,364$230.18M$38.0552w: $22.95 - $48.71; reported $38.05
10LADLITHIA MTRS INC4.78%Add +11.4%855,172$215.89M$252.4552w: $231.36 - $331.96; reported $252.45
11MPLXMPLX LP4.00%Add +40.0%4,235,478$180.39M$42.5952w: $33.86 - $42.90; reported $42.59
12ANAUTONATION INC3.46%Add +4.4%979,235$156.07M$159.3852w: $123.81 - $182.08; reported $159.38
13DHID R HORTON INC2.52%Reduce -0.5%805,923$113.58M$140.9352w: $100.08 - $165.75; reported $140.93
14AMANTERO MIDSTREAM CORP0.68%Reduce -2.7%2,090,289$30.81M$14.7452w: $11.37 - $15.10; reported $14.74
15RYAAYRYANAIR HOLDINGS PLC0.13%Add +660.6%49,640$5.78M$116.4452w: $34.89 - $60.32; reported $116.44
16GOOGLALPHABET INC0.09%-21,858$3.98M$182.1552w: $115.35 - $186.05; reported $182.15
17HCAHCA HEALTHCARE INC0.03%-3,873$1.24M$321.2852w: $215.96 - $344.20; reported $321.28
18CMCSACOMCAST CORP NEW0.03%-31,094$1.22M$39.1652w: $34.14 - $44.48; reported $39.16
19JPMJPMORGAN CHASE & CO.0.03%Reduce -99.6%5,643$1.14M$202.2652w: $135.19 - $205.88; reported $202.26
20BACBANK AMERICA CORP0.02%-22,532$896.1K$39.7752w: $24.96 - $40.34; reported $39.77
21GOOGALPHABET INC0.02%-3,790$695.16K$183.4252w: $115.83 - $187.50; reported $183.42
22AMZNAMAZON COM INC0.01%Reduce -18.5%2,200$425.15K$193.2552w: $118.35 - $199.84; reported $193.25
23PGRPROGRESSIVE CORP0.01%-1,746$362.66K$207.7152w: $111.41 - $217.77; reported $207.71
24UNHUNITEDHEALTH GROUP INC0.01%-610$310.65K$509.2652w: $436.38 - $554.70; reported $509.26
25MARMARRIOTT INTL INC NEW0.01%-1,194$288.67K$241.7752w: $178.24 - $260.57; reported $241.77
26MSFTMICROSOFT CORP0.01%-525$234.65K$446.9552w: $309.45 - $456.17; reported $446.95
27AMATAPPLIED MATLS INC0.01%New961$226.79K$235.9952w: $129.21 - $249.42; reported $235.99
30WFCWELLS FARGO CO NEW-Sold0$0No quoteNo quote
29MAMASTERCARD INCORPORATED-Sold0$0No quoteNo quote
28LPXLOUISIANA PAC CORP-Sold0$0No quoteNo quote