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Focused investors/Glenn Greenberg

Glenn Greenberg - Brave Warrior Advisors

As of Q2 2026, Glenn Greenberg reported 40 long-equity positions worth $4.59B in aggregate.

Copy-investor backtest

Latest quarter
+14.26%
1-year
+7.29%
3-year
+40.49%
5-year
+80.52%
3-year vs S&P 500
-32.75%
5-year vs S&P 500
+6.84%
5-year top 5
+87.48%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 7 of 13 rows. Rows without a quote are marked unavailable.

1VRXVALEANT PHARMACEUTICALS INTL COM16.77%Add +19.8%5,287,931$236.85MNo quoteNo quote
2GOOGLGOOGLE INC CL A15.85%Add +19.3%385,765$223.77M$580.07No quote
3FIFISERV INC COM11.54%Add +10.1%2,256,236$162.95MNo quoteNo quote
4VPRTVISTAPRINT N V SHS8.98%Add +16.7%3,926,463$126.83MNo quoteNo quote
5ORCLORACLE CORP COM8.43%Add +110.7%4,006,435$118.99M$29.70No quote
6CMCSKCOMCAST CORP NEW CL A SPL8.31%Reduce -12.6%3,737,111$117.35MNo quoteNo quote
7MSIMOTOROLA SOLUTIONS INC COM NEW7.50%Add +15.8%2,202,259$105.95M$48.11No quote
8ONEHIGHER ONE HLDGS INC COM6.66%Add +17.7%7,699,025$94.08MNo quoteNo quote
9LHLABORATORY CORP AMER HLDGS COM NEW5.52%Reduce -5.6%842,251$78M$92.61No quote
10ADBEADOBE SYS INC COM4.81%Add +45.6%2,099,521$67.96M$32.37No quote
11PRIPRIMERICA INC COM3.57%Add +10.8%1,886,019$50.41M$26.73No quote
12VVISA INC COM CL A2.06%Reduce -13.4%234,742$29.02M$123.63No quote
13AOCAON CORP COM-Sold0$0No quoteNo quote