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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 21 of 27 rows. Rows without a quote are marked unavailable.

1ELVANTHEM INC17.90%Add +19.7%1,371,262$511.21M$372.8052w: $264.44 - $406.00; reported $372.80
2FNFFIDELITY NATIONAL FINANCIAL13.96%Add +39.9%8,792,405$398.65M$45.3452w: $27.65 - $45.94; reported $45.34
3PRIPRIMERICA INC10.23%Add +1.5%1,901,529$292.13M$153.6352w: $107.63 - $165.35; reported $153.63
4JPMJPMORGAN CHASE & CO9.58%Reduce -9.5%1,672,125$273.71M$163.6952w: $95.09 - $169.30; reported $163.69
5VVVVALVOLINE INC8.32%Add +0.4%7,618,013$237.53MNo quoteNo quote
6RJFRAYMOND JAMES FINL INC7.33%Reduce -7.0%1.5:1 split2,268,517$209.34M$92.2852w: $47.52 - $95.43; reported $92.28
7PGRPROGRESSIVE CORP7.23%Reduce -2.8%2,282,720$206.34M$90.3952w: $84.89 - $107.59; reported $90.39
8BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707026.55%Reduce -1.6%685,456$187.09MNo quoteNo quote
9APOAPOLLO GLOBAL MGMT INC5.41%New2,507,036$154.41M$61.5952w: $36.35 - $64.45; reported $61.59
10HCAHCA HEALTHCARE INC5.26%Reduce -20.8%619,387$150.34M$242.7252w: $121.46 - $263.92; reported $242.72
11UNHUNITEDHEALTH GROUP INC3.09%Reduce -6.6%226,121$88.36M$390.7452w: $299.60 - $431.36; reported $390.74
12SCHWSCHWAB CHARLES CORP1.81%Reduce -1.9%707,943$51.57M$72.8452w: $36.07 - $77.97; reported $72.84
13AONAON PLC1.15%Reduce -90.8%114,865$32.83M$285.7752w: $179.52 - $302.33; reported $285.77
14ATHATHENE HOLDING LTD1.04%New430,322$29.64MNo quoteNo quote
15AMANTERO MIDSTREAM CORP0.89%Reduce -27.3%2,433,484$25.36M$10.4252w: $5.09 - $10.82; reported $10.42
16CMCSACOMCAST CORP NEW0.06%-31,094$1.74M$55.9352w: $38.40 - $57.92; reported $55.93
17GOOGLALPHABET INC0.05%Add +0.2%565$1.51M$2674.3452w: $71.66 - $146.25; reported $2674.34
18MCOMOODYS CORP0.04%-3,279$1.16M$354.9952w: $253.17 - $388.81; reported $354.99
19GOOGALPHABET INC0.03%-345$920K$2666.6752w: $71.80 - $146.82; reported $2666.67
20BACBK OF AMERICA CORP0.02%-14,532$617K$42.4652w: $23.12 - $44.04; reported $42.46
21MARMARRIOTT INTL INC NEW0.02%Add +0.7%3,244$480K$147.9752w: $88.92 - $159.98; reported $147.97
22METAFACEBOOK INC0.01%-1,246$423K$339.4952w: $244.61 - $384.33; reported $339.49
23FAFFIRST AMERN FINL CORP0.01%New4,000$268K$67.0052w: $44.05 - $71.88; reported $67.00
24AMZNAMAZON COM INC0.01%Add +1.4%70$230K$3285.7152w: $144.05 - $188.65; reported $3285.71
27SQSPSQUARESPACE INC-Sold0$0No quoteNo quote
26MAMASTERCARD INCORPORATED-Sold0$0No quoteNo quote
25DLTRDOLLAR TREE INC-Sold0$0No quoteNo quote