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.
Glenn's portfolio concentration: top-1, top-5, top-10
Balanced
SNXTop-5 zoneTop-10Glenn's single largest bet is SNX at 12.8% of tracked positions. Exposure is spread across a broader basket, reducing single-name risk.
Glenn Greenberg's recent 13F moves: buys, adds, trims, and exits
Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.
| Ticker | Activity | % portfolio |
|---|---|---|
| MSFT | Add 286% | 0.00% |
| ICON | Buy (new) | 8.20% |
| APO | Buy (new) | 0.00% |
| PRI | Add 13% | 5.50% |
| META | Add 10% | 0.00% |
| SLM | Add 6% | 7.20% |
| USB | Sell (exit) | 0.00% |
| V | Sell (exit) | 0.00% |
| HCA | Reduce 66% | 0.00% |
| BAC | Reduce 45% | 0.00% |
| MPLX | Reduce 27% | 4.60% |
| ELV | Reduce 10% | 8.10% |
| Ticker | Activity | % portfolio |
|---|---|---|
| AMAT | Buy (new) | 0.00% |
| BLDR | Add 32% | 5.70% |
| AN | Add 28% | 7.50% |
| LEN | Add 20% | 5.80% |
| SCHW | Add 10% Concentrating further on top conviction. | 19.60% |
| SLM | Add 10% | 8.10% |
| V | Add 8% More Visa. | 10.20% |
| ICON | Sell (exit) | 0.00% |
| ELV | Reduce 32% | 10.30% |
| RYAAY | Reduce 25% | 5.20% |
| GOOGL | Reduce 7% | 0.10% |
| Ticker | Activity | % portfolio |
|---|---|---|
| ELV | Add 65% | 13.80% |
| V | Add 12% Adding Visa. | 9.40% |
| SLM | Add 11% | 7.50% |
| SCHW | Add 8% Top conviction add. | 17.80% |
| TXN | Sell (exit) | 0.00% |
| UNH | Sell (exit) | 0.00% |
| COF | Reduce 47% | 4.80% |
| ICON | Reduce 40% | 0.00% |
| DHI | Reduce 39% | 2.80% |
| RYAAY | Reduce 24% | 5.70% |
| FIS | Reduce 15% Material FIS reduction. | 7.30% |
| SNX | Reduce 13% | 12.50% |
| PRI | Reduce 9% | 4.90% |
| LEN | Reduce 7% | 5.90% |
| Ticker | Activity | % portfolio |
|---|---|---|
| UNH | Add 200% | 0.00% |
| COF | Add 190% | 8.90% |
| HCA | Add 104% | 0.00% |
| META | Buy (new) | 0.00% |
| TXN | Buy (new) | 0.00% |
| USB | Buy (new) | 0.00% |
| BAC | Add 83% | 0.00% |
| BLDR | Add 47% | 4.90% |
| SLM | Add 11% | 7.90% |
| OMF | Add 7% | 10.30% |
| AN | Add 7% | 5.50% |
| SCHW | Add 6% Starting the big Schwab build. | 16.90% |
| DFS | Sell (exit) | 0.00% |
| ALLY | Sell (exit) | 0.00% |
| MSFT | Reduce 59% | 0.00% |
| ELV | Reduce 30% | 9.90% |
| FIS | Reduce 10% First FIS trim. | 8.10% |
| SNX | Reduce 8% | 11.70% |
Glenn's sector breakdown
How the top 10 positions are diversified across 1 sector. Weighted by stated portfolio percentage.
How Greenberg is sized + moving
Every position classified by both portfolio weight (size bucket) and recent move activity (trend bucket). A 22% Apple position building +5% this quarter signals different intent than a 1% starter trimmed in half. Descriptive analysis of 13F filings — not recommendation.
| Position | % portfolio | Trend |
|---|---|---|
| SNX TD SYNNEX CORPORATION | 12.8% | ↓ trimming |
| OMF ONEMAIN HLDGS INC | 10.2% | ↑ building |
| ICON ICON PLC | 8.2% | ★ new |
| ELV ELEVANCE HEALTH INC FORMERLY | 8.1% | ↓ trimming |
| AN AUTONATION INC | 7.5% | ↑ building |
| SLM SLM CORP | 7.2% | ↑ building |
| PRI PRIMERICA INC | 5.5% | → steady |
| LEN LENNAR CORP | 5.2% | ↑ building |
| BLDR BUILDERS FIRSTSOURCE INC | 4.8% | ↑ building |
| MPLX MPLX LP | 4.6% | ↓ trimming |
| COF CAPITAL ONE FINL CORP | 4.5% | ↑ building |
| RYAAY RYANAIR HOLDINGS PLC | 4.3% | ↓ trimming |
| FNF FIDELITY NATL FINL INC | 4.0% | ↓ trimming |
| DHI D R HORTON INC | 2.4% | ↑ building |
| GOOGL ALPHABET INC | 0.1% | ↓ trimming |
How to read: Size bucket from current 13F-filed portfolio weight. Trend bucket from the last 2 quarters of move activity (net delta >5% in either direction = building/trimming; new = first-appearance this quarter; exit pending = trimmed >50% last quarter). Data lag: SEC 13F filings are reported 45 days after quarter-end. This is descriptive intelligence — not investment advice.
What drives the ConvictionScore on Greenberg's top positions
The HoldLens ConvictionScore combines 9 factors. This table shows the per-position breakdown — exactly which factors contribute and by how much for each of Greenberg's top 8 holdings. Hover any header for factor definition. Empty cells (·) = neutral (no contribution).
| Ticker | % port | Score | Smart $ | Insider | Track | Streak | Conc | Contra | Event | Dissent | Crowd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SNX | 12.8 | 0 | +2 | -1 | -1 | · | +6 | · | · | +2 | · |
| OMF | 10.2 | 0 | +2 | · | -2 | · | +5 | · | · | · | · |
| ICON | 8.2 | 0 | +7 | · | -3 | · | +4 | · | · | +20 | · |
| ELV | 8.1 | 0 | +6 | · | -6 | · | +7 | · | · | +14 | · |
| AN | 7.5 | 0 | +4 | · | · | · | +4 | · | · | +3 | · |
| SLM | 7.2 | 0 | +7 | · | · | · | +4 | · | · | +2 | · |
| PRI | 5.5 | 0 | +3 | · | -2 | · | +3 | · | · | +3 | · |
| LEN | 5.2 | 0 | +7 | · | -2 | · | +3 | · | · | +9 | · |
Factor definitions →
- Smart $
- Manager quality × consensus (0–30)
- Insider
- Form 4 net buy/sell (-15..+20)
- Track
- Buyer 10y CAGR × concentration (-10..+20)
- Streak
- Multi-quarter compounding (0–10)
- Conc
- Biggest position size as conviction (0–10)
- Contra
- Under-the-radar bonus (0–10)
- Event
- 8-K events last 90d (-15..+5)
- Dissent
- Sells subtract, weighted ×1.6 (0–60)
- Crowd
- Too many owners = priced in (0–10)
Factors are summed (positive add, penalties subtract), then clamped to the -100/+100 range. Each factor has a maximum contribution shown in parentheses next to its name. Read positive cells as bullish contributions, negative as bearish. See /learn/conviction-score-explained for the full methodology. ConvictionScore is descriptive synthesis of public filings — not investment advice.
Who else holds what Greenberg holds
Top 6 highest-conviction overlap pairs containing Glenn Greenberg. Each page is the full intersection of two 13F-filed portfolios.
- vs Joel Greenblatt8 shared positions · 48% joint convictionTop: SNX, OMF, AN, LEN
- vs Bill Nygren4 shared positions · 25% joint convictionTop: ELV, COF, RYAAY, GOOGL
- vs Li Lu1 shared positions · 23% joint convictionTop: GOOGL
- vs Warren Buffett3 shared positions · 17% joint convictionTop: GOOGL, LEN, COF
- vs Seth Klarman1 shared positions · 15% joint convictionTop: ELV
- vs Tom Slater3 shared positions · 14% joint convictionTop: ELV, RYAAY, GOOGL
Glenn Greenberg's top 10 disclosed holdings (Q1 2026)
| Ticker | Company | % Portfolio |
|---|---|---|
| SNX | TD SYNNEX CORPORATION | 12.8% |
 OMF | ONEMAIN HLDGS INC | 10.2% |
 ICON | ICON PLC | 8.2% |
 ELV | ELEVANCE HEALTH INC FORMERLY | 8.1% |
 AN | AUTONATION INC | 7.5% |
 SLM | SLM CORP | 7.2% |
 PRI | PRIMERICA INC | 5.5% |
 LEN | LENNAR CORP | 5.2% |
 BLDR | BUILDERS FIRSTSOURCE INC | 4.8% |
 MPLX | MPLX LP | 4.6% |
Estimate your withholding on cross-border dividends
Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.
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600px-wide iframe. Top-3 holdings + closest replicating ETF + investing-style tag. Updates when the underlying 13F filing updates. Free, attribution-only.
<iframe src="https://holdlens.com/embed/investor/glenn-greenberg/" width="600" height="360" frameborder="0" loading="lazy" title="Glenn Greenberg portfolio — HoldLens"></iframe>What Glenn Greenberg did, quarter by quarter
Full move-by-move breakdown for each of the last 8 filed quarters.
Frequently asked questions
Who is Glenn Greenberg?
Glenn Greenberg runs Brave Warrior Advisors as managing director. 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.
What fund does Glenn Greenberg run?
Glenn Greenberg is managing director of Brave Warrior Advisors. Brave Warrior Advisors files SEC Form 13F-HR quarterly with the latest disclosure dated 2026-05-15 (Q1 2026). Full holdings, share counts, dollar values, and quarter-over-quarter changes are listed below.
What does Glenn Greenberg invest in?
Glenn Greenberg's Brave Warrior Advisors portfolio is disclosed quarterly via SEC Form 13F-HR. Each position below shows the ticker, share count, dollar value, percentage of portfolio, and quarter-over-quarter change. Data is sourced directly from SEC filings (public-domain regulatory disclosure).
What is Glenn Greenberg's investment philosophy?
Glenn Greenberg's stated investment philosophy: "Extreme concentration. 8-10 positions only. High conviction or nothing.". Glenn Greenberg has been managing director of Brave Warrior Advisors; estimated net worth ~$500M.
What is Glenn Greenberg's net worth?
Glenn Greenberg's estimated net worth is ~$500M. Glenn Greenberg runs Brave Warrior Advisors as managing director; full 13F holdings disclosed quarterly with the SEC are listed below.
Data sourced from Brave Warrior Advisors 13F filings with the SEC. Approximate snapshot. Not investment advice.
Sister property: SecFilingDex — the encyclopedic reference for Form 13F (HR / NT / HR/A variants) and the regulatory citation behind every position shown above.