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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 2026-09-12 from SEC 13F data.

Live quotes available for 21 of 23 rows. Rows without a quote are marked unavailable.

1BRK-BBERKSHIRE HATHAWAY INC DEL18.32%Add +18.3%2,064,178$368.48M$178.5152w: $159.50 - $231.61; reported $178.51
2GOOGLALPHABET INC11.62%Reduce -6.6%164,809$233.71M$1418.0552w: $50.44 - $76.54; reported $1418.05
3ELVANTHEM INC10.09%Reduce -11.9%771,468$202.88M$262.9852w: $171.03 - $309.10; reported $262.98
4JPMJPMORGAN CHASE & CO9.31%Add +4.3%1,991,125$187.29M$94.0652w: $76.91 - $141.10; reported $94.06
5PRIPRIMERICA INC9.03%Add +6.1%1,557,166$181.57M$116.6052w: $61.20 - $137.68; reported $116.60
6HCAHCA HEALTHCARE INC8.03%Add +20.5%1,664,795$161.59M$97.0652w: $58.38 - $151.97; reported $97.06
7RJFRAYMOND JAMES FINL INC7.53%Reduce -1.4%2,199,149$151.37M$68.8352w: $36.14 - $68.30; reported $68.83
8PGRPROGRESSIVE CORP OHIO7.05%Add +3.0%1,770,265$141.82M$80.1152w: $62.18 - $84.20; reported $80.11
9METAFACEBOOK INC3.97%Add +6.4%352,099$79.95M$227.0752w: $137.10 - $245.19; reported $227.07
10LENLENNAR CORP3.70%Reduce -28.0%1,208,285$74.46M$61.6252w: $24.61 - $69.10; reported $61.62
11DHID R HORTON INC3.65%Reduce -19.0%1,324,702$73.46M$55.4552w: $25.51 - $62.54; reported $55.45
12UNHUNITEDHEALTH GROUP INC2.43%Reduce -37.1%165,491$48.81M$294.9552w: $187.72 - $315.84; reported $294.95
13SCHWSCHWAB CHARLES CORP2.41%Reduce -23.6%1,438,053$48.52M$33.7452w: $28.00 - $49.55; reported $33.74
14AMANTERO MIDSTREAM CORP1.80%Add +139.1%7,081,150$36.11M$5.1052w: $1.69 - $7.87; reported $5.10
15RYAAYRYANAIR HOLDINGS PLC0.82%New248,506$16.49M$66.3452w: $17.78 - $38.73; reported $66.34
16GOOGALPHABET INC0.07%-936$1.32M$1413.4652w: $50.68 - $76.61; reported $1413.46
17CMCSACOMCAST CORP NEW0.06%-31,094$1.21M$38.9852w: $29.72 - $44.74; reported $38.98
18DLTRDOLLAR TREE INC0.05%-11,249$1.04M$92.7252w: $60.20 - $99.82; reported $92.72
19MCOMOODYS CORP0.04%-3,129$860K$274.8552w: $164.19 - $287.25; reported $274.85
20BACBK OF AMERICA CORP0.02%-14,532$345K$23.7452w: $17.95 - $35.67; reported $23.74
21MARMARRIOTT INTL INC NEW0.01%-2,897$248K$85.6152w: $46.56 - $152.60; reported $85.61
23LEN/BLENNAR CORPCUSIP 526057302-Sold0$0No quoteNo quote
22ARANTERO RESOURCES CORP-Sold0$0No quoteNo quote