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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 11 of 17 rows. Rows without a quote are marked unavailable.

1VRXVALEANT PHARMACEUTICALS INTL36.58%Reduce -3.0%5,703,510$1.27BNo quoteNo quote
2JPMJPMORGAN CHASE & CO9.54%Add +1.2%4,873,910$330.26M$67.76No quote
3SCHWSCHWAB CHARLES CORP NEW8.26%Reduce -4.7%8,760,395$286.03M$32.65No quote
4MSFTMICROSOFT CORP7.94%Reduce -0.0%6,228,032$274.97M$44.15No quote
5HALHALLIBURTON CO7.15%Add +3.3%5,747,957$247.57M$43.07No quote
6EQIXEQUINIX INC6.44%Reduce -0.5%877,887$222.98M$254.00No quote
7CMPRCIMPRESS N V5.51%Reduce -10.5%2,269,248$190.98MNo quoteNo quote
8BAMBROOKFIELD ASSET MGMT INC5.49%New5,440,686$190.04M$34.93No quote
9ESRXEXPRESS SCRIPTS HLDG CO4.47%Reduce -50.2%1,739,482$154.71MNo quoteNo quote
10PRIPRIMERICA INC3.56%Add +27.8%2,695,109$123.14M$45.69No quote
11JPMWSJPMORGAN CHASE & CO2.76%Add +43.9%3,864,103$95.64MNo quoteNo quote
12ARANTERO RES CORP1.88%New1,894,714$65.06M$34.34No quote
13BHIBAKER HUGHES INC0.39%Reduce -42.4%218,044$13.45MNo quoteNo quote
14CMCSACOMCAST CORP NEW0.03%-15,547$935K$60.14No quote
15TDWTIDEWATER INC0.01%-19,625$446K$22.73No quote
16BACBANK AMER CORP0.01%-14,532$247K$17.00No quote
17KMIKINDER MORGAN INC DEL-Sold0$0No quoteNo quote