Glenn Greenberg - Brave Warrior Advisors
As of Q1 2026, Glenn Greenberg reported 36 long-equity positions worth $4.04B in aggregate.
Copy-investor backtest
- Latest quarter
- -3.70%
- 1-year
- +0.26%
- 3-year
- +50.76%
- 3-year top 5
- +65.37%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 22 of 25 rows. Rows without a quote are marked unavailable.
| 1 | ELV | ELEVANCE HEALTH INC | 20.07% | Reduce -10.5% | 1,211,276 | $584.54M | $482.58 | |
| 2 | APO | APOLLO GLOBAL MGMT INC | 12.36% | Add +26.9% | 7,428,006 | $360.11M | $48.48 | |
| 3 | FNF | FIDELITY NATIONAL FINANCIAL | 11.57% | Reduce -0.3% | 9,119,482 | $337.06M | $36.96 | |
| 4 | LAD | LITHIA MTRS INC | 9.35% | Add +12.0% | 991,301 | $272.42M | $274.81 | |
| 5 | PRI | PRIMERICA INC | 9.04% | Add +4.4% | 2,201,012 | $263.44M | $119.69 | |
| 6 | VVV | VALVOLINE INC | 7.49% | Reduce -5.1% | 7,570,596 | $218.26M | No quote | No quote |
| 7 | RJF | RAYMOND JAMES FINL INC | 6.89% | Reduce -0.3% | 2,245,951 | $200.81M | $89.41 | |
| 8 | JPM | JPMORGAN CHASE & CO | 6.72% | Add +9.0% | 1,737,790 | $195.69M | $112.61 | |
| 9 | URI | UNITED RENTALS INC | 3.77% | Add +83.3% | 451,549 | $109.69M | $242.91 | |
| 10 | OMF | ONEMAIN HLDGS INC | 3.71% | New | 2,889,274 | $108M | $37.38 | |
| 11 | DHI | D R HORTON INC | 3.70% | Add +6.1% | 1,626,503 | $107.66M | $66.19 | |
| 12 | HCA | HCA HEALTHCARE INC | 2.42% | Reduce -32.5% | 420,176 | $70.62M | $168.06 | |
| 13 | LEN | LENNAR CORP | 1.97% | Add +13.5% | 812,464 | $57.34M | $70.57 | |
| 14 | AM | ANTERO MIDSTREAM CORP | 0.74% | Add +0.2% | 2,383,767 | $21.57M | $9.05 | |
| 15 | UNH | UNITEDHEALTH GROUP INC | 0.04% | Reduce -30.6% | 2,466 | $1.27M | $513.79 | |
| 16 | CMCSA | COMCAST CORP NEW | 0.04% | - | 31,094 | $1.22M | $39.24 | |
| 17 | MCO | MOODYS CORP | 0.03% | Reduce -4.6% | 3,129 | $851K | $271.97 | |
| 18 | GOOG | ALPHABET INC | 0.03% | - | 345 | $755K | $2188.41 | |
| 19 | GOOGL | ALPHABET INC | 0.02% | Reduce -15.9% | 280 | $610K | $2178.57 | |
| 20 | BAC | BK OF AMERICA CORP | 0.02% | - | 14,532 | $452K | $31.10 | |
| 21 | FAF | FIRST AMERN FINL CORP | 0.01% | - | 4,000 | $212K | $53.00 | |
| 22 | PGR | PROGRESSIVE CORP | 0.01% | Reduce -99.9% | 1,746 | $203K | $116.27 | |
| 23 | AMZN | AMAZON COM INC | 0.01% | Add +35.7%20:1 split | 1,900 | $202K | $106.32 | |
| 25 | MA | MASTERCARD INCORPORATED | - | Sold | 0 | $0 | No quote | No quote |
| 24 | MAR | MARRIOTT INTL INC NEW | - | Sold | 0 | $0 | No quote | No quote |