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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 8 of 14 rows. Rows without a quote are marked unavailable.

1VRXVALEANT PHARMACEUTICALS INTL32.02%Add +8.9%6,586,582$864.16MNo quoteNo quote
2ESRXEXPRESS SCRIPTS HLDG CO13.04%Add +6.5%4,982,726$351.93MNo quoteNo quote
3VPRTVISTAPRINT N V9.30%Add +26.1%4,580,125$250.95MNo quoteNo quote
4SCHWSCHWAB CHARLES CORP NEW9.09%Reduce -0.0%8,344,052$245.23M$29.39No quote
5KMRKINDER MORGAN MANAGEMENT LLC8.37%Reduce -15.4%2,398,793$225.85MNo quoteNo quote
6MSFTMICROSOFT CORP8.30%Reduce -0.1%4,833,947$224.1M$46.36No quote
7JPMJPMORGAN CHASE & CO8.13%New3,641,450$219.36M$60.24No quote
8PRIPRIMERICA INC5.95%Reduce -0.8%3,331,270$160.63M$48.22No quote
9EQIXEQUINIX INC5.72%Add +42.7%726,837$154.44M$212.48No quote
10CMCSACOMCAST CORP NEW0.03%-15,547$836K$53.77No quote
11TDWTIDEWATER INC0.03%-19,625$766K$39.03No quote
12BACBANK AMER CORP0.01%-14,532$248K$17.07No quote
14ORCLORACLE CORP-Sold0$0No quoteNo quote
13HALHALLIBURTON CO-Sold0$0No quoteNo quote