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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 22 of 24 rows. Rows without a quote are marked unavailable.

1ELVANTHEM INC13.64%Add +50.9%1,163,729$417.72M$358.9552w: $199.17 - $379.13; reported $358.95
2BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 08467070211.57%Reduce -0.6%1,386,826$354.29MNo quoteNo quote
3AONAON PLC11.49%Add +2.1%1,529,149$351.87M$230.1152w: $151.04 - $235.88; reported $230.11
4JPMJPMORGAN CHASE & CO10.85%Reduce -2.1%2,182,213$332.2M$152.2352w: $82.40 - $161.69; reported $152.23
5PRIPRIMERICA INC9.12%Add +13.1%1,888,591$279.17M$147.8252w: $78.49 - $157.70; reported $147.82
6HCAHCA HEALTHCARE INC8.37%Reduce -16.1%1,361,355$256.4M$188.3452w: $79.74 - $194.01; reported $188.34
7RJFRAYMOND JAMES FINL INC8.18%Reduce -0.7%2,044,690$250.6M$122.5652w: $37.71 - $83.01; reported $122.56
8PGRPROGRESSIVE CORP7.46%Add +44.9%2,390,387$228.55M$95.6152w: $70.72 - $102.05; reported $95.61
9VVVVALVOLINE INC6.51%New7,647,450$199.37MNo quoteNo quote
10DLTRDOLLAR TREE INC5.65%Add +55.0%1,510,911$172.94M$114.4652w: $68.43 - $117.26; reported $114.46
11UNHUNITEDHEALTH GROUP INC2.99%Add +51.1%246,430$91.69M$372.0752w: $226.03 - $380.50; reported $372.07
12SCHWSCHWAB CHARLES CORP1.56%Reduce -68.3%734,288$47.86M$65.1852w: $31.59 - $68.21; reported $65.18
13AMANTERO MIDSTREAM CORP1.03%Reduce -35.5%3,481,162$31.44M$9.0352w: $1.98 - $9.69; reported $9.03
14RYAAYRYANAIR HOLDINGS PLC0.76%Reduce -0.8%203,249$23.37M$115.0052w: $19.45 - $47.29; reported $115.00
15ARANTERO RESOURCES CORP0.50%New1,500,000$15.3M$10.2052w: $0.66 - $10.69; reported $10.20
16CMCSACOMCAST CORP NEW0.05%-31,094$1.68M$54.0952w: $30.04 - $54.91; reported $54.09
17METAFACEBOOK INC0.05%Reduce -98.0%5,055$1.49M$294.5652w: $150.83 - $304.67; reported $294.56
18GOOGLALPHABET INC0.05%Reduce -99.0%691$1.43M$2062.2352w: $53.75 - $107.26; reported $2062.23
19CACCCREDIT ACCEP CORP MICH0.04%Reduce -99.2%3,548$1.28M$360.2052w: $210.67 - $539.00; reported $360.20
20GOOGALPHABET INC0.04%-524$1.08M$2068.7052w: $53.99 - $107.63; reported $2068.70
21MCOMOODYS CORP0.03%-3,279$979K$298.5752w: $192.00 - $307.86; reported $298.57
22BACBK OF AMERICA CORP0.02%-14,532$562K$38.6752w: $19.51 - $39.97; reported $38.67
23MARMARRIOTT INTL INC NEW0.02%Add +11.3%3,223$477K$148.0052w: $57.00 - $159.98; reported $148.00
24AMZNAMAZON COM INC0.01%-69$213K$3086.9652w: $94.46 - $177.61; reported $3086.96