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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.

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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Financial Services: 34.9% ($1.41B)Healthcare: 16.4% ($660.81M)Consumer Cyclical: 15.0% ($607.35M)Technology: 12.8% ($516.26M)Industrials: 9.2% ($372.53M)Real Estate: 5.9% ($238.45M)Energy: 5.6% ($227.92M)Communication Services: 0.2% ($8.02M)

Sector breakdown

  • Financial Services(14)34.9%
  • Healthcare(3)16.4%
  • Consumer Cyclical(5)15.0%
  • Technology(3)12.8%
  • Industrials(3)9.2%
  • Real Estate(1)5.9%
  • Energy(3)5.6%
  • Communication Services(4)0.2%