Glenn Greenberg: Stock Portfolio, Performance and Latest Trades
Brave Warrior Advisors
13F portfolio value
$4.6B
40 holdings at Q2 2026
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Glenn Greenberg's portfolio
As of Q2 2026, filed August 14, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
Icon PLCICLR | 11.9% | $136.14 | +20.8% | $164.50 | Added +5.2% |
| 10.1% | $42.04 | +34.2% | $56.42 | Reduced −1.5% | |
| 8.40% | $107.82 | +148% | $267.46 | Reduced −53% | |
Anthem Inc.ELV | 8.23% | $355.68 | +12.7% | $400.94 | Reduced −13% |
SLM Corp.SLM | 7.56% | $29.05 | −22.0% | $22.67 | Reduced −1.5% |
| 6.43% | $212.34 | +10.2% | $234.05 | New | |
| 6.17% | $165.77 | −5.2% | $157.07 | Reduced −1.5% | |
| 5.59% | $47.71 | +13.3% | $54.04 | Added +30% | |
| 5.36% | $124.61 | +121% | $275.39 | Reduced −1.5% | |
| 4.68% | $134.21 | −42.2% | $77.60 | Reduced −1.5% | |
| 4.56% | $130.18 | −58.7% | $53.81 | Reduced −1.3% | |
| 4.32% | $188.92 | +5.5% | $199.40 | Reduced −1.5% | |
| 3.95% | $26.40 | −14.3% | $22.63 | Reduced −29% | |
Mplx LPMPLX | 3.90% | $40.09 | +43.0% | $57.32 | Reduced −2.2% |
| 3.54% | $45.49 | −12.6% | $39.77 | Reduced −1.6% | |
| 2.43% | $104.21 | +30.3% | $135.82 | Reduced −1.3% | |
| 1.44% | $20.66 | −5.5% | $19.53 | Reduced −54% | |
| 0.90% | $5.69 | +273% | $21.19 | Reduced −0.9% | |
Alphabet Inc.GOOGL | 0.16% | $85.18 | +309% | $348.29 | No change |
| 0.04% | $384.54 | +15.7% | $445.01 | Added +263% | |
| 0.04% | $88.37 | +275% | $331.42 | No change | |
| 0.04% | $70.19 | +6.6% | $74.85 | No change | |
Microsoft Corp.MSFT | 0.03% | $402.68 | +29.8% | $522.61 | Added +111% |
Alphabet Inc.GOOG | 0.03% | $65.01 | +430% | $344.86 | No change |
| 0.02% | $29.93 | +79.1% | $53.61 | No change | |
Comcast Corp-Class ACMCSA | 0.02% | $24.40 | −13.1% | $21.21 | No change |
| 0.02% | $239.74 | +113% | $509.57 | No change | |
Amazon.com Inc.AMZN | 0.01% | $169.44 | +49.9% | $254.06 | Added +89% |
| 0.01% | $486.53 | +18.1% | $574.76 | Added +178% | |
S&P Global Inc.SPGI | 0.01% | $422.30 | −4.6% | $402.73 | New |
| 0.01% | $13.48 | +14.1% | $15.38 | New | |
| 0.01% | $173.47 | +108% | $361.08 | No change | |
| 0.01% | $81.11 | +170% | $218.73 | No change | |
| 0.01% | $277.43 | +3.9% | $288.20 | New | |
| 0.01% | $18.31 | +12.6% | $20.62 | No change | |
| 0.01% | $395.80 | +2.6% | $405.93 | New | |
| 0.00% | $463.45 | −1.0% | $458.69 | No change | |
| 0.00% | $321.04 | +16.8% | $375.10 | New | |
| 0.00% | $620.07 | +16.3% | $720.89 | No change | |
| 0.00% | $370.65 | +0.1% | $370.95 | New |
Glenn Greenberg's buys and sells
| Company | Action | Shares change | Value now |
|---|---|---|---|
| Reduced −100% | −1,292,985 | $1.1M | |
| Reduced −19% | −1,709,198 | $364.1M | |
| Added +56% | +570,871 | $237.6M | |
| Reduced −6.2% | −125,039 | $447.1M | |
Mplx LPMPLX | Added +40% | +1,209,869 | $180.4M |
| Added +8.5% | +260,963 | $383.4M | |
Anthem Inc.ELV | Reduced −0.8% | −12,710 | $884.9M |
| Reduced −0.5% | −4,213 | $113.6M | |
| Sold out | −224,598 | — | |
Discover Financial Services254709108 | Added +4.6% | +150,895 | $452.7M |
| Reduced −0.6% | −24,683 | $446.3M | |
| Reduced −0.6% | −38,519 | $230.2M | |
| Added +11% | +87,671 | $215.9M | |
| Added +9.0% | +597,913 | $352.5M | |
| Added +661% | +43,114 | $5.8M | |
| Added +4.4% | +41,472 | $156.1M | |
| Reduced −2.7% | −58,840 | $30.8M | |
| Sold out | −5,250 | — | |
| New | +961 | $226.8K | |
| Sold out | −422 | — | |
Amazon.com Inc.AMZN | Reduced −19% | −500 | $425.2K |
Glenn Greenberg's portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Financials | 47% |
| Industrials | 35% |
| Consumer Discretionary | 13% |
| Real Estate | 4.0% |
| Energy | 0.9% |
| Communication Services | 0.2% |
| Technology | 0.1% |
| Health Care | 0.0% |
Portfolio performance: Glenn Greenberg vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +85.9% | +13.2% |
| S&P 500 | +89.0% | +13.6% |
| Nasdaq-100 | +113.3% | +16.4% |
Prices were available for 79% of the portfolio value on average; the rest is left out of the return.
Glenn Greenberg's most traded stocks
Quarters with a buy or a sell, all reports since Q2 2013.
| Company | Quarters bought | Quarters sold |
|---|---|---|
| 18 | 34 | |
| 14 | 26 | |
| 15 | 22 | |
| 10 | 26 | |
Lennar Corp. - B SHSLEN/B | 15 | 19 |
Alphabet Inc.GOOGL | 12 | 20 |
| 9 | 21 | |
| 9 | 21 | |
Anthem Inc.ELV | 11 | 17 |
| 8 | 19 | |
| 6 | 17 | |
| 11 | 12 | |
| 8 | 13 | |
| 6 | 13 | |
Microsoft Corp.MSFT | 11 | 7 |