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Focused investors/Glenn Greenberg

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 2026-05-10 from SEC 13F data.

Live quotes available for 29 of 36 rows. Rows without a quote are marked unavailable.

1ELVELEVANCE HEALTH INC19.76%Add +7.9%1,756,653$828.37M$471.5652w: $412.00 - $511.97; reported $471.56
2FNFFIDELITY NATIONAL FINANCIAL11.50%Reduce -0.5%9,450,324$482.16M$51.0252w: $30.70 - $49.64; reported $51.02
3PRIPRIMERICA INC10.38%Reduce -0.1%2,113,726$434.92M$205.7652w: $141.11 - $220.00; reported $205.76
4APOAPOLLO GLOBAL MGMT INC10.01%Reduce -33.7%4,503,321$419.66M$93.1952w: $55.16 - $96.23; reported $93.19
5OMFONEMAIN HLDGS INC7.53%Add +21.1%6,416,800$315.71M$49.2052w: $32.79 - $49.89; reported $49.20
6DFSDISCOVER FINL SVCS7.06%Add +10.6%2,633,167$295.97MNo quoteNo quote
7FGF&G ANNUITIES & LIFE INC6.82%Reduce -7.1%6,217,094$285.99M$46.0052w: $14.76 - $48.14; reported $46.00
8JPMJPMORGAN CHASE & CO6.72%Reduce -0.4%1,656,158$281.71M$170.1052w: $123.11 - $170.69; reported $170.10
9LADLITHIA MTRS INC6.47%Reduce -6.7%823,982$271.32M$329.2852w: $198.82 - $331.96; reported $329.28
10RJFRAYMOND JAMES FINL INC5.69%Reduce -0.2%2,137,186$238.3M$111.5052w: $82.00 - $120.73; reported $111.50
11DHID R HORTON INC2.78%Reduce -36.6%767,358$116.62M$151.9852w: $89.05 - $154.64; reported $151.98
12LENLENNAR CORP2.03%Reduce -43.6%571,567$85.19M$149.0452w: $87.84 - $151.03; reported $149.04
13ABGASBURY AUTOMOTIVE GROUP INC1.49%Add +1.1%278,367$62.62M$224.9752w: $174.21 - $256.39; reported $224.97
14AMANTERO MIDSTREAM CORP0.67%Reduce -0.3%2,225,260$27.88M$12.5352w: $9.56 - $13.46; reported $12.53
15ANAUTONATION INC0.44%Add +2.3%122,435$18.39M$150.1852w: $104.31 - $182.08; reported $150.18
16LPXLOUISIANA PAC CORP0.39%Reduce -0.6%229,739$16.27M$70.8352w: $49.47 - $79.56; reported $70.83
17GOOGLALPHABET INC0.07%Add +0.1%21,858$3.05M$139.6952w: $84.86 - $142.68; reported $139.69
18CMCSACOMCAST CORP NEW0.03%-31,094$1.36M$43.8552w: $32.46 - $44.48; reported $43.85
19HCAHCA HEALTHCARE INC0.03%Add +182.1%3,873$1.05M$270.6852w: $215.96 - $304.86; reported $270.68
20RYAAYRYANAIR HOLDINGS PLC0.02%New6,526$870.31K$133.3652w: $29.60 - $54.48; reported $133.36
21BACBANK AMERICA CORP0.02%Add +55.0%22,532$758.65K$33.6752w: $24.96 - $37.00; reported $33.67
22MPLXMPLX LP0.01%Add +41.7%17,000$624.24K$36.7252w: $32.25 - $36.80; reported $36.72
23GOOGALPHABET INC0.01%Reduce -45.1%3,790$534.13K$140.9352w: $85.57 - $143.94; reported $140.93
24AMZNAMAZON COM INC0.01%-2,700$410.24K$151.9452w: $81.43 - $155.63; reported $151.94
25MSFTMICROSOFT CORP0.01%Reduce -16.3%1,025$385.44K$376.0452w: $219.35 - $384.30; reported $376.04
26UNHUNITEDHEALTH GROUP INC0.01%Reduce -14.1%610$321.15K$526.4752w: $445.68 - $554.70; reported $526.47
27PGRPROGRESSIVE CORP0.01%-1,746$278.1K$159.2852w: $111.41 - $165.57; reported $159.28
28MARMARRIOTT INTL INC NEW0.01%-1,194$269.26K$225.5152w: $147.10 - $226.63; reported $225.51
29WFCWELLS FARGO CO NEW0.01%-5,250$258.41K$49.2252w: $35.25 - $50.77; reported $49.22
30KEYKEYCORP0.00%New10,000$144K$14.4052w: $8.54 - $20.30; reported $14.40
36URIUNITED RENTALS INC-Sold0$0No quoteNo quote
35MCOMOODYS CORP-Sold0$0No quoteNo quote
34ICLRICON PLC-Sold0$0No quoteNo quote
33FAFFIRST AMERN FINL CORP-Sold0$0No quoteNo quote
32EPDENTERPRISE PRODS PARTNERS L-Sold0$0No quoteNo quote
31BCBRUNSWICK CORP-Sold0$0No quoteNo quote