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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 14 of 18 rows. Rows without a quote are marked unavailable.

1ARANTERO RES CORP13.49%Add +120.8%9,285,336$241.23M$25.98No quote
2BAMBROOKFIELD ASSET MGMT INC13.20%Add +2.9%7,133,576$235.91M$33.07No quote
3SCHWSCHWAB CHARLES CORP NEW13.17%Reduce -2.7%9,299,975$235.38M$25.31No quote
4CMPRCIMPRESS N V13.15%Reduce -25.1%2,542,574$235.14MNo quoteNo quote
5LBTYKLIBERTY GLOBAL PLC10.61%Add +28.7%6,620,387$189.67M$28.65No quote
6PRIPRIMERICA INC10.48%Reduce -1.2%3,272,256$187.3M$57.24No quote
7JPMJPMORGAN CHASE & CO9.79%Reduce -40.4%2,815,045$174.93M$62.14No quote
8JPMWSJPMORGAN CHASE & CO5.17%Reduce -1.6%4,567,863$92.5MNo quoteNo quote
9AXTAAXALTA COATING SYS LTD4.48%Reduce -37.4%3,021,244$80.15M$26.53No quote
10HALHALLIBURTON CO4.10%Reduce -75.0%1,619,013$73.33M$45.29No quote
11LBTYALIBERTY GLOBAL PLC2.06%New1,269,488$36.89M$29.06No quote
12BBUBROOKFIELD BUSINESS PARTNERS0.14%New135,022$2.58MNo quoteNo quote
13LILALIBERTY GLOBAL PLC0.07%New36,070$1.16M$32.27No quote
14CMCSACOMCAST CORP NEW0.06%-15,547$1.01M$65.22No quote
15TAT&T INC0.01%New4,994$216K$43.25No quote
16BACBANK AMER CORP0.01%-14,532$193K$13.28No quote
17TDWTIDEWATER INC0.00%-19,625$87K$4.43No quote
18VRXVALEANT PHARMACEUTICALS INTL-Sold0$0No quoteNo quote