Glenn Greenberg

Last Update: 02-14-2018

Number of Stocks: 15
Number of New Stocks: 3

Total Value: $2,346 Mil
Q/Q Turnover: 16%

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

Glenn Greenberg 13D/G Filings

Filing date :

Glenn Greenberg Watch

  • 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

    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 (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 (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 (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 (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

    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

    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).


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