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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 INC18.61%Add +3.0%314,691$370.36M$1176.89No quote
2JPMJPMORGAN CHASE & CO10.52%Add +6.9%2,068,564$209.4M$101.23No quote
3RJFRAYMOND JAMES FINANCIAL INC9.94%Add +8.3%2,459,273$197.75M$80.41No quote
4BFHALLIANCE DATA SYSTEMS CORP9.91%Reduce -35.3%1,126,962$197.2M$174.98No quote
5LENLENNAR CORP8.97%Add +6.2%3,637,167$178.55M$49.09No quote
6PRIPRIMERICA INC7.73%Reduce -8.1%1,258,809$153.76M$122.15No quote
7SCHWTHE CHARLES SCHWAB CORPORATI7.43%Reduce -42.3%3,457,957$147.86M$42.76No quote
8METAFACEBOOK INC7.02%Reduce -0.5%838,174$139.72M$166.69No quote
9LBTYKLIBERTY GLOBAL PLC6.44%Reduce -10.3%5,289,768$128.07M$24.21No quote
10ARANTERO RES CORP5.30%Add +7.5%11,940,274$105.43M$8.83No quote
11CCITIGROUP INC4.43%Add +18.9%1,416,753$88.15M$62.22No quote
12DHID R HORTON INC2.67%Add +12.3%1,282,900$53.09M$41.38No quote
13AMANTERO MIDSTREAM CORP0.43%New626,209$8.63M$13.78No quote
14LBTYALIBERTY GLOBAL PLC0.29%Reduce -4.2%232,019$5.78M$24.92No quote
15FTDRFRONTDOOR INC0.07%-41,368$1.42MNo quoteNo quote
16GOOGALPHABET INC0.07%-1,126$1.32M$1173.18No quote
17MCOMOODYS CORP0.06%Add +0.2%6,875$1.25M$181.09No quote
18CMCSACOMCAST CORP NEW0.06%-31,094$1.24M$39.98No quote
19LEN/BLENNAR CORPCUSIP 5260573020.04%Add +42.3%18,504$724KNo quoteNo quote
20BACBANK AMER CORP0.02%-14,532$401K$27.59No quote
23RRCRANGE RES CORP-Sold0$0No quoteNo quote
22NLSNNIELSEN HLDGS PLC-Sold0$0No quoteNo quote
21AMGPANTERO MIDSTREAM GP LP-Sold0$0No quoteNo quote