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 2026-05-08 from SEC 13F data.
Live quotes available for 29 of 34 rows. Rows without a quote are marked unavailable.
| 1 | ELV | ELEVANCE HEALTH INC | 14.96% | Reduce -0.7% | 1,629,977 | $601.3M | $368.90 | |
| 2 | SNX | TD SYNNEX CORPORATION | 12.10% | Add +12.2% | 4,147,172 | $486.38M | $117.28 | |
| 3 | DFS | DISCOVER FINL SVCS | 10.88% | Reduce -26.9% | 2,523,965 | $437.23M | No quote | No quote |
| 4 | OMF | ONEMAIN HLDGS INC | 9.65% | Add +0.5% | 7,437,670 | $387.73M | $52.13 | |
| 5 | FNF | FIDELITY NATIONAL FINANCIAL | 8.34% | Reduce -0.6% | 5,973,131 | $335.33M | $56.14 | |
| 6 | AN | AUTONATION INC | 6.17% | Add +50.3% | 1,461,213 | $248.17M | $169.84 | |
| 7 | RYAAY | RYANAIR HOLDINGS PLC | 6.08% | Add +9.8% | 5,604,258 | $244.29M | $43.59 | |
| 8 | LEN | LENNAR CORP | 6.02% | Reduce -0.4% | 1,774,390 | $241.97M | $136.37 | |
| 9 | PRI | PRIMERICA INC | 5.77% | Reduce -41.5% | 853,864 | $231.76M | $271.42 | |
| 10 | FG | F&G ANNUITIES & LIFE INC | 5.57% | Reduce -1.0% | 5,400,441 | $223.79M | $41.44 | |
| 11 | LAD | LITHIA MTRS INC | 5.45% | Reduce -28.3% | 612,566 | $218.95M | $357.43 | |
| 12 | MPLX | MPLX LP | 5.26% | Reduce -0.3% | 4,418,154 | $211.45M | $47.86 | |
| 13 | DHI | D R HORTON INC | 2.72% | Reduce -2.7% | 781,527 | $109.27M | $139.82 | |
| 14 | AM | ANTERO MIDSTREAM CORP | 0.73% | Add +1.8% | 1,932,840 | $29.17M | $15.09 | |
| 15 | GOOGL | ALPHABET INC | 0.10% | - | 21,858 | $4.14M | $189.30 | |
| 16 | JPM | JPMORGAN CHASE & CO. | 0.03% | - | 5,643 | $1.35M | $239.71 | |
| 17 | CMCSA | COMCAST CORP NEW | 0.03% | - | 31,094 | $1.17M | $37.53 | |
| 18 | HCA | HCA HEALTHCARE INC | 0.03% | - | 3,373 | $1.01M | $300.15 | |
| 19 | GOOG | ALPHABET INC | 0.02% | - | 3,790 | $721.77K | $190.44 | |
| 20 | BAC | BANK AMERICA CORP | 0.02% | Reduce -35.5% | 14,532 | $638.68K | $43.95 | |
| 21 | ICLR | ICON PLC | 0.02% | New | 3,000 | $629.13K | $209.71 | |
| 22 | MSFT | MICROSOFT CORP | 0.01% | Add +142.9% | 1,275 | $537.41K | $421.50 | |
| 23 | PGR | PROGRESSIVE CORP | 0.01% | - | 1,746 | $418.36K | $239.61 | |
| 24 | ALLY | ALLY FINL INC | 0.01% | - | 10,000 | $360.1K | $36.01 | |
| 25 | MAR | MARRIOTT INTL INC NEW | 0.01% | - | 1,194 | $333.05K | $278.94 | |
| 26 | AMZN | AMAZON COM INC | 0.01% | - | 1,400 | $307.15K | $219.39 | |
| 27 | COF | CAPITAL ONE FINL CORP | 0.01% | New | 1,500 | $267.48K | $178.32 | |
| 28 | UNH | UNITEDHEALTH GROUP INC | 0.01% | - | 499 | $252.42K | $505.86 | |
| 29 | MCO | MOODYS CORP | 0.01% | - | 471 | $222.96K | $473.37 | |
| 30 | MA | MASTERCARD INCORPORATED | 0.01% | - | 422 | $222.21K | $526.57 | |
| 34 | TXN | TEXAS INSTRS INC | - | Sold | 0 | $0 | No quote | No quote |
| 33 | SPGI | S&P GLOBAL INC | - | Sold | 0 | $0 | No quote | No quote |
| 32 | DLTR | DOLLAR TREE INC | - | Sold | 0 | $0 | No quote | No quote |
| 31 | APO | APOLLO GLOBAL MGMT INC | - | Sold | 0 | $0 | No quote | No quote |