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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 17 of 20 rows. Rows without a quote are marked unavailable.

1BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 08467070217.64%Reduce -2.0%1,473,687$333.79MNo quoteNo quote
2GOOGLALPHABET INC16.52%Reduce -20.5%233,391$312.6M$1339.39No quote
3JPMJPMORGAN CHASE & CO13.56%Reduce -9.2%1,840,008$256.5M$139.40No quote
4RJFRAYMOND JAMES FINANCIAL INC11.33%Reduce -7.0%2,396,170$214.36M$89.46No quote
5ELVANTHEM INC10.02%Reduce -1.7%627,652$189.57M$302.03No quote
6LENLENNAR CORP6.99%Reduce -5.8%2,369,627$132.2M$55.79No quote
7PGRPROGRESSIVE CORP OHIO6.60%New1,724,376$124.83M$72.39No quote
8PRIPRIMERICA INC4.93%Reduce -18.7%714,118$93.24M$130.56No quote
9SCHWTHE CHARLES SCHWAB CORPORATI4.67%Reduce -45.0%1,858,698$88.4M$47.56No quote
10DHID R HORTON INC3.19%Reduce -9.4%1,143,906$60.34M$52.75No quote
11UNHUNITEDHEALTH GROUP INC2.47%New159,089$46.77M$293.98No quote
12ARANTERO RES CORP1.07%Reduce -37.9%7,116,543$20.28M$2.85No quote
13AMANTERO MIDSTREAM CORP0.69%Add +267.3%1,713,314$13M$7.59No quote
14GOOGALPHABET INC0.08%-1,100$1.47M$1337.27No quote
15CMCSACOMCAST CORP NEW0.07%-31,094$1.4M$44.96No quote
16MCOMOODYS CORP0.07%Reduce -22.2%5,347$1.27M$237.33No quote
17DLTRDOLLAR TREE INC0.04%New7,799$733K$93.99No quote
18LEN/BLENNAR CORPCUSIP 5260573020.03%Reduce -28.1%13,308$595KNo quoteNo quote
19BACBANK AMER CORP0.03%Reduce -0.1%14,532$512K$35.23No quote
20CCITIGROUP INC-Sold0$0No quoteNo quote