Glenn Greenberg

Last Update: 05-15-2018

Number of Stocks: 13
Number of New Stocks: 1

Total Value: $2,276 Mil
Q/Q Turnover: 12%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Glenn Greenberg past Portfolios

Glenn Greenberg 13F Filings

Portfolio DateNumber of StocksTotal Value (Mil)Number of New StocksQ/Q Turnover
2018-03-3116$2,276112%
2017-12-3117$2,346316%
2017-09-3016$2,06607%
2017-06-3021$2,263321%
2017-03-3120$2,09401%
2016-12-3120$2,097214%
2016-09-3020$2,067316%
2016-06-3018$1,788411%
2016-03-3117$2,050218%
2015-12-3116$2,52004%
2015-09-3018$3,147212%
2015-06-3018$3,46329%
2015-03-3115$3,27617%
2014-12-3115$2,872315%
2014-09-3014$2,698115%
2014-06-3013$2,479113%
2014-03-3114$2,47405%
2013-12-3115$2,44348%
2013-09-3013$2,229210%
2013-06-3012$2,16008%
2013-03-3114$1,896120%
2012-12-3114$1,669211%
2012-09-3013$1,612111%
2012-06-3013$1,412016%
2012-03-3113$1,362015%
2011-12-3116$1,232415%
2011-09-3015$1,028421%
2011-06-3013$1,144016%
2011-03-3114$1,169321%
2010-12-3119$1,090114%
2010-09-3021$1,02219%
2010-06-3024$953723%
2010-03-3118$965714%
2009-12-3112$1,74100%
2009-09-3012$2,726015%
2009-06-3014$2,383222%
2009-03-3116$1,790322%

Glenn Greenberg 13D/G Filings

Filing date :

Glenn Greenberg Watch

  • Glenn Greenberg's Top Trades in 1st Quarter

    Glenn Greenberg - Glenn Greenberg's Top Trades In 1st Quarter

    Glenn Greenberg (Trades, Portfolio)'s Brave Warrior Advisors initiated a new position as part of a concentrated portfolio of 13 stocks in the early months of the year.


    Brave Warior opened a 10.4% stake in Nielsen Holdings (NYSE:NLSN), the global information company that measures and compiles data about what shows people watch, listen to and buy.

      


  • Greenberg's Brave Warrior Exits Axalta, Trims Charles Schwab, JPMorgan

    Glenn Greenberg - Greenberg's Brave Warrior Exits Axalta, Trims Charles Schwab, JPMorgan

    Glenn Greenberg (Trades, Portfolio), the founder of Brave Warrior Advisors, sold shares of the following stocks during the fourth quarter.


    The Axalta Coating Systems Ltd. (NYSE:AXTA) holding was closed. The trade had an impact of -5.27% on the portfolio.

      


  • Glenn Greenberg Starts 3 Positions in 2nd Quarter

    Glenn Greenberg - Glenn Greenberg Starts 3 Positions In 2nd Quarter

    Brave Warrior Advisors manager Glenn Greenberg (Trades, Portfolio) added three positions during the second quarter: Alliance Data Systems Corp. (NYSE:ADS), Quintiles IMS Holdings Inc. (Q) and ServiceMaster Global Holdings Inc. (NYSE:SERV).


    Alliance Data Systems

      


  • Glenn Greenberg Sells JPMorgan, Express Scripts, Charles Schwab

    Glenn Greenberg - Glenn Greenberg Sells JPMorgan, Express Scripts, Charles Schwab

    Glenn Greenberg (Trades, Portfolio), leader of Brave Warrior Advisors, manages a concentrated portfolio of 18 stocks. During the first quarter, the guru sold shares of the following stocks:


    Greenberg's JPMorgan Chase & Co. (NYSE:JPM)’s stake was reduced by 33.91%, with an impact of -3.57% on the portfolio.

      


  • Glenn Greenberg Sells Stake in Microsoft

    Glenn Greenberg - Glenn Greenberg Sells Stake In Microsoft

    Glenn Greenberg (Trades, Portfolio) of Brave Warrior Advisors made nearly three times as many sales as buys in the fourth quarter, led by the sale of his 6,280,742-share stake in Microsoft Corp. (NASDAQ:MSFT), a Redmond, Washington-based computer and consumer electronics company, for an average price of $52.81 per share.


    The divestiture had an -8.83% impact on Greenberg’s portfolio. It was the only stake Greenberg sold in the fourth quarter. He made other sales, but he retained portions of those stakes.

      


  • Glenn Greenberg Sells Stake in Express Scripts Holding

    Glenn Greenberg - Glenn Greenberg Sells Stake In Express Scripts Holding

    Glenn Greenberg (Trades, Portfolio) of Brave Warrior Advisors LLC made only 14 transactions in the third quarter, which is fewer than most of the gurus we follow tend to make in a quarter, demonstrating his dedication to his belief that a concentrated portfolio is a “defense against ignorance.” Few people, if any, would regard Greenberg as ignorant, but in his definition of ignorance, the more companies you own, the less you are likely to know about them and the more likely you are to make a mistake. Greenberg doesn't make many mistakes.


    Greenberg’s most noteworthy third-quarter deal was the sale of his 1,739,482-share stake in Express Scripts Holding Co. (NASDAQ:ESRX), a St. Louis-based health care and pharmaceutical company, for an average price of $87.1 per share. The divestiture had a -4.47% impact on Greenberg’s portfolio.

      


  • Top Guru Stakeholder Glenn Greenberg Doubles Money on Valeant After Plunge

    Glenn Greenberg - Top Guru Stakeholder Glenn Greenberg Doubles Money On Valeant After Plunge

    Glenn Greenberg (Trades, Portfolio), principal of Brave Warrior Advisors, still has a gain of 119% on his largest position, Valeant Pharmaceuticals International Inc. (NYSE:VRX), even after its shares plunged 20% Wednesday.


    Valeant, a $40.7 billion market cap drug corporation, has a prominent place in the portfolios of numerous hedge and mutual funds tracked by GuruFocus, including Bill Ackman (Trades, Portfolio), John Paulson (Trades, Portfolio) and Ruane Cunniff (Trades, Portfolio). Their portfolios suffered when short-seller Citron Research issued a scathing report accusing the company of stuffing its supply channels, sending the stock down as much as 33% before rebounding.

      


  • Glenn Greenberg Acquires Two New Stakes

    Glenn Greenberg - Glenn Greenberg Acquires Two New Stakes

    Value investor Glenn Greenberg (Trades, Portfolio) was once heralded as “the next Buffett.” When it comes to returns on investments, Greenberg has performed nearly as well as Warren Buffett in the last three decades; between 1984 and 2008, his fund, Chieftain Capital Management (now Brave Warrior Advisors), produced average annual returns of 25%.


    Greenberg bought two new stakes in the second quarter – Brookfield Asset Management Inc. (NYSE:BAM) and Antero Resources Corp. (NYSE:AR).

      


  • Brave Warrior Advisors' Undervalued Stocks

    Brave Warrior Advisors, LLC is an employee owned investment firm. The firm provides client focused equity portfolios, and also manages hedge funds. The original Chieftain hedge fund was founded by Glenn Greenberg (Trades, Portfolio) and John Shapiro in 1984 in New York City. Due to disagreements regarding management, the duo announced in 2009 that they would split the $2 billion fund, and in January 2010 Mr. Shapiro started the new Chieftain and Mr. Greenberg renamed his own fund Brave Warrior Advisors.


    The following are the most undervalued stocks in Brave Warrior’s portfolio.

      


  • Glenn Greenberg's Trades In Q1 2015

    Brave Warrior Advisors, LLC is an employee owned investment manager. The original Chieftain hedge fund was founded by Glenn Greenberg (Trades, Portfolio) and John Shapiro in 1984 in New York City with a capital of $40 million mostly from their families. Due to disagreements regarding management, the duo announced splitting of the $2 billion-plus fund in late 2009. Shapiro started the new Chieftain in January 2010, and Greenberg renamed his own fund Brave Warrior Advisors. The firm primarily provides its services to high net worth individuals.


    The portfolio of Glenn Greenberg is composed of 15 stocks and has a total value of $3,276 million. During the 2015 Q1 he did the following trades :

      


  • The Stock Market: A Look at the Last 200 Years

    Glenn Greenberg - The Stock Market: A Look At The Last 200 Years

    I spend virtually zero energy thinking about the overall stock market. I'm always aware of what the indices are doing, but I really don't pay attention to where I think they are headed or where they've been recently. As Munger has said, sometimes the tide will be with us and sometimes it will be against us, but the best thing to do is to just continue to focus on swimming forward.


    I think this has been going on for well over a year now, but lately I've been hearing about many people who are worried about the stock market. This is a natural enough concern after a 5-year period from 2009-2013 that saw the S&P 500 advance 15.4% per year before factoring in dividends. I would agree that it is a virtual certainty that the next 5 years will not equal or exceed the returns we've seen in the last 5 years from the S&P. But it's interesting to note the level of fear that exists in the market, even as the S&P continues to reach new highs. Many talk about the next "crash" as if another 2008 is right around the corner (maybe it is, maybe it isn't -– I don't participate in that game, but, as I'll demonstrate below, the odds are against that type of a market event in the near future).

      


  • Great Investor Glenn Greenberg Discusses His Investment Philosophy

    Glenn Greenberg - Great Investor Glenn Greenberg Discusses His Investment Philosophy

    I recently watched a video lecture at Columbia from 2010 with Glenn Greenberg of Brave Warrior Advisors, and thought I’d share some thoughts.


    Greenberg is one of the best investors of the past three decades. His track record over that period is excellent. From 1984 to 2009, he and his partner Jon Shapiro ran a firm called Chieftain Capital, where they produced annual returns in the mid-20s until 2008, when Chieftain lost 25%. The next year, Greenberg and his partner split the firm up into two smaller firms, with Shapiro retaining the Cheiftain name and Greenberg now running his own firm called Brave Warrior.

      


  • Digital Age - Glenn Greenberg Discusses Comcast Disney



  • Latest Picks from Hedge Fund Manager Glenn Greenberg: ORCL, VRX, GOOG, ADBE, VPRT, FISV, MSI, ONE, PRI

    Hedge fund manager Glenn Greenberg is very confident in his stock picking. That is why he puts billions of dollars into only 12 stocks. He started out in hedge fund Chieftain Capital Management. Then he went on his own with Brave Warrior Capital. As of 06/30/2012, Brave Warrior Capital owns 12 stocks with a total value of $1.4 billion. Greenberg was an English major in college and never contemplated going into investing. He ended up going to Columbia business school with no real career objective. He went to work for J.P. Morgan after b-school. A light bulb went off for Greenberg when he was asked to analyze a company that owned land with redwoods growing on it. He made some enquiries and discovered that the land was worth three times the price at which the company was trading. That shaped his thinking because he learned that there are situations out there where you don’t need to be a genius to figure them out.

    Glenn Greenberg maintains a highly concentrated portfolio that he describes as a "defense against ignorance." He believes that the more companies you own, the less you will know about each, and the less you know about a business, the more likely you are to make mistakes due to fear and greed. He usually owns less than 10 stocks. Greenberg invests in companies with little competition, and places a great deal of emphasis on Return On Invested Capital.  


  • Vistaprint (VPRT): The Makings of a Moat?

    Someone who reads my articles sent me this email:

    Hi Geoff,  


  • Glenn Greenberg’s New Buys: Growth Stocks for Value Investors

    Glenn Greenberg – formerly of Chieftain Capital now of Brave Warrior Capital – bought some new stocks last quarter. They were:

    · Vistaprint (VPRT)  


  • Top 5 Conviction Picks from Glenn Greenberg

    Glenn Greenberg and partner John Shapiro founded Chieftain Capital Management in 1984. Now they divided into two separate entities. Mr. Shapiro and two Chieftain partners, Tom Stern and Joshua Slocum, launched a new investment firm in 2010 that will keep the name Chieftain Capital Management.

    The existing Chieftain will be renamed Brave Warrior Advisors and will be run by Mr. Greenberg.  


  • Hedge Fund Manager Glenn Greenberg Buys MSI, PRI, WFC, V, VRX, AON, CMCSK, USB, Sells MA

    Hedge Fund Glenn Greenberg just reported his Q3 portfolio at Brave Warrior Capital. Before he started Brave Warrior, he has built great performance at portfolio at Chieftain Capital. Glenn Greenberg runs a highly concentrated portfolio. Sometimes he put 40% of portfolio on one stock. The most important rule for Mr. Greenberg is that if they lacked the confidence to put five percent of their portfolio in a company's stock, they would not buy any. Therefore he has a very concentrated portfolio. Due to this excess concentration he typically has less than ten securities in their portfolio. The most number of securities he has held is twelve and the least, six, while maintaining a 30% cash position.

    How does he invest? He said that a person should have an approach that over the long-term will win and will not fail. Investors should not use an approach which can provide both huge returns and huge losses. An investor must figure out an approach that will allow them to be a long-term winner because this is a long-term business. Investors need to win successively because they will be taking profits and reinvesting them continuously over their lifetime.  


  • Hedge Fund Manager Glenn Greenberg Reports Q2 Portfolio

    Hedge Fund Manager Glenn Greenberg built a great track record while he was at his former firm, Chieftain Capital Management. He split with his partner at Chieftain, and started a new firm by himself, Brave Warrior Capital. Glenn Greenberg runs a concentrated portfolio. He wants to buy companies that are deeply undervalued.

    You may not know Glenn Greenberg, it is not surprising because he does not entertain investment ideas from Wall Street analysts; he does not do marketing, and he does not even speak to his clients. He only communicates with them with two written updates per year.  


  • Hedge Fund Manager Glenn Greenberg’s Q1 Portfolio Update

    Hedge Fund Manager Glenn Greenberg built a great track record while he was at his former firm, Chieftain Capital Management. He split with his partner at Chieftain, and started a new firm by himself, Brave Warrior Capital. Glenn Greenberg runs a concentrated portfolio. He wants to buy companies that are deeply undervalued.

    Glenn Greenberg buys Valeant Pharmaceuticals International, Aon Corp., John Wiley & Sons, Mastercard Inc., Arch Capital Group Ltd., sells Lockheed Martin Corp., Comcast Corp. Special, Google Inc., U.s. Bancorp, Broadridge Financial Solutions Inc during the 3-months ended 03/31/2011, according to the most recent filings of his investment company, Brave Warrior Capital, Inc.. As of 03/31/2011, Brave Warrior Capital, Inc. owns 13 stocks with a total value of $1.2 billion. These are the details of the buys and sells.  


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