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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 16 of 21 rows. Rows without a quote are marked unavailable.

1GOOGLALPHABET INC17.03%Reduce -6.0%295,782$320.27M$1082.80No quote
2BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 08467070214.28%New1,259,424$268.47MNo quoteNo quote
3JPMJPMORGAN CHASE & CO12.12%Reduce -1.4%2,038,845$227.94M$111.80No quote
4RJFRAYMOND JAMES FINANCIAL INC10.94%Reduce -1.1%2,432,568$205.67M$84.55No quote
5LENLENNAR CORP8.70%Reduce -7.2%3,374,497$163.53M$48.46No quote
6SCHWTHE CHARLES SCHWAB CORPORATI7.28%Reduce -1.5%3,404,870$136.84M$40.19No quote
7LBTYKLIBERTY GLOBAL PLC6.58%Reduce -11.8%4,665,619$123.78M$26.53No quote
8METAFACEBOOK INC5.93%Reduce -31.1%577,756$111.51M$193.00No quote
9CCITIGROUP INC5.17%Reduce -2.0%1,388,318$97.22M$70.03No quote
10PRIPRIMERICA INC4.84%Reduce -39.8%758,386$90.97M$119.95No quote
11ARANTERO RES CORP3.46%Reduce -1.6%11,752,158$64.99M$5.53No quote
12DHID R HORTON INC2.91%Reduce -1.2%1,267,087$54.65M$43.13No quote
13AMANTERO MIDSTREAM CORP0.41%Add +6.6%667,759$7.65M$11.46No quote
14FTDRFRONTDOOR INC0.10%-41,368$1.8MNo quoteNo quote
15MCOMOODYS CORP0.07%-6,875$1.34M$195.35No quote
16CMCSACOMCAST CORP NEW0.07%-31,094$1.32M$42.29No quote
17GOOGALPHABET INC0.06%Reduce -2.3%1,100$1.19M$1080.91No quote
18LEN/BLENNAR CORPCUSIP 5260573020.04%Add +2.3%18,920$729KNo quoteNo quote
19BACBANK AMER CORP0.02%-14,532$421K$28.97No quote
21LBTYALIBERTY GLOBAL PLC-Sold0$0No quoteNo quote
20BFHALLIANCE DATA SYSTEMS CORP-Sold0$0No quoteNo quote