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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Filing period

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

Live quotes available for 8 of 14 rows. Rows without a quote are marked unavailable.


1	VRX	VALEANT PHARMACEUTICALS INTL	29.80%	Reduce -8.5%	5,592,558	$737.27M	No quote	No quote
2	ORCL	ORACLE CORP	12.90%	Add +10.3%	7,801,188	$319.15M	$40.91	No quote
3	ESRX	EXPRESS SCRIPTS HLDG CO	10.76%	Reduce -10.4%	3,546,006	$266.27M	No quote	No quote
4	HAL	HALLIBURTON CO	9.70%	Reduce -14.2%	4,074,491	$239.95M	$58.89	No quote
5	KMR	KINDER MORGAN MANAGEMENT LLC	9.44%	Add +78.9%	3,260,123	$233.65M	No quote	No quote
6	SCHW	SCHWAB CHARLES CORP NEW	7.96%	Reduce -9.4%	7,208,932	$197.02M	$27.33	No quote
7	MSFT	MICROSOFT CORP	6.60%	Add +0.6%	3,984,111	$163.31M	$40.99	No quote
8	PRI	PRIMERICA INC	6.43%	Reduce -0.4%	3,376,231	$159.05M	$47.11	No quote
9	VPRT	VISTAPRINT N V	6.32%	Reduce -0.4%	3,177,660	$156.4M	No quote	No quote
10	TDW	TIDEWATER INC	0.04%	-	19,625	$954K	$48.61	No quote
11	CMCSA	COMCAST CORP NEW	0.03%	-	15,547	$778K	$50.04	No quote
12	BAC	BANK OF AMERICA CORPORATION	0.01%	-	14,532	$250K	$17.20	No quote
14	ONE	HIGHER ONE HLDGS INC	-	Sold	0	$0	No quote	No quote
13	CMCSK	COMCAST CORP NEW	-	Sold	0	$0	No quote	No quote