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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 18 of 23 rows. Rows without a quote are marked unavailable.

1GOOGLALPHABET INC16.24%Add +1.3%305,499$319.23M$1044.96No quote
2BFHALLIANCE DATA SYSTEMS CORP13.30%Add +0.6%1,742,653$261.54M$150.08No quote
3SCHWSCHWAB CHARLES CORP NEW12.65%Add +2.5%5,987,722$248.67M$41.53No quote
4JPMJPMORGAN CHASE & CO9.61%Add +8.1%1,934,803$188.88M$97.62No quote
5RJFRAYMOND JAMES FINANCIAL INC8.59%Add +9.4%2,270,243$168.93M$74.41No quote
6LENLENNAR CORP6.82%Add +54.5%3,423,382$134.03M$39.15No quote
7PRIPRIMERICA INC6.81%Reduce -5.7%1,369,452$133.81M$97.71No quote
8LBTYKLIBERTY GLOBAL PLC6.19%Reduce -14.6%5,894,249$121.66M$20.64No quote
9METAFACEBOOK INC5.62%New842,237$110.41M$131.09No quote
10ARANTERO RES CORP5.30%Reduce -0.3%11,105,794$104.28M$9.39No quote
11CCITIGROUP INC3.15%Reduce -14.2%1,191,286$62.02M$52.06No quote
12NLSNNIELSEN HLDGS PLC3.06%Reduce -11.0%2,579,186$60.17MNo quoteNo quote
13DHID R HORTON INC2.01%Add +43.5%1,142,461$39.6M$34.66No quote
14LBTYALIBERTY GLOBAL PLC0.26%Reduce -2.5%242,175$5.17M$21.34No quote
15RRCRANGE RES CORP0.08%New171,549$1.64M$9.57No quote
16GOOGALPHABET INC0.06%Add +6.6%1,126$1.17M$1035.52No quote
17FTDRFRONTDOOR INC0.06%New41,368$1.1MNo quoteNo quote
18CMCSACOMCAST CORP NEW0.05%-31,094$1.06M$34.06No quote
19AMGPANTERO MIDSTREAM GP LP0.05%New90,000$1.01MNo quoteNo quote
20MCOMOODYS CORP0.05%Add +35.3%6,859$961K$140.11No quote
21LEN/BLENNAR CORPCUSIP 5260573020.02%New13,000$407KNo quoteNo quote
22BACBANK AMER CORP0.02%-14,532$358K$24.64No quote
23HCAHCA HEALTHCARE INC-Sold0$0No quoteNo quote