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Investor profile
Glenn Greenberg
Brave Warrior Advisors · Managing Director · Net worth: ~$500M
Co-founded Chieftain Capital in 1984, ran a 22% compound return over 25 years. Famous for holding only 8-10 stocks at any time — one of the most concentrated portfolios on Wall Street.
"Extreme concentration. 8-10 positions only. High conviction or nothing."
Tracked positions
6
Top concentration
72%
Longest holding
Schwab (since 2013)
Top holdings
| Ticker | Company | % Portfolio |
|---|---|---|
| SCHW | Charles Schwab Top conviction. Fee compression priced in. | 17.8% |
| MCO | Moody's Credit rating duopoly. Held since 2012. | 14.2% |
| PM | Philip Morris Smoke-free transition thesis, dividend compounder. | 12.6% |
| BRO | Brown & Brown Insurance brokerage, 30-year compounder. | 10.9% |
| V | Visa Payment network toll booth. | 9.4% |
| FIS | Fidelity National Info Banking software consolidator. | 7.3% |
Want Glenn move-alerts?
One email per 13F filing. Summarizes every new position, exit, and trim.
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Data sourced from Brave Warrior Advisors 13F filings with the SEC. Approximate snapshot. Not investment advice.