Glenn Greenberg

Glenn Greenberg

13F
Brave Warrior Advisors, LLC
Last update 2025-05-15 35 Stocks (5 new)
Value $4.37 Bil Turnover 20 %
Countries:

Glenn Greenberg Profile

Glenn Greenberg and partner John Shapiro founded Chieftain Capital Management in 1984. By pursuing a disciplined investment strategy, Chieftain compounded its accounts at 22.5% (before management fees) during the period from 1984 through 2004 versus 12.9% for the S&P 500. Chieftain Capital later divided into two separate entities, with Shapiro leading the new Chieftain Capital Management and Greenberg leading Brave Warrior Advisors.

Glenn Greenberg Investing Philosophy

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. Greenberg invests in companies with little competition, and places a great deal of emphasis on return on invested capital.

Glenn Greenberg's Portfolio

Glenn Greenberg Current Holdings

Add To Portfolio
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
COF
Capital One Financial Corp
631,553
113,237.4
+42,003.53%
2.590
+2.58%
0.160
+34.53%
+23.17%
139,619.5
Credit Services
SLM
SLM Corp
9,455,374
277,704.3
New Holding
6.360
+6.36%
4.510
+23.09%
+20.05%
6,889.6
Credit Services
MRP
Millrose Properties Inc
7,958,813
210,988.1
New Holding
4.830
+4.83%
4.790
+31.40%
-
5,093.0
REITs
BLDR
Builders FirstSource Inc
1,241,578
155,122.8
New Holding
3.550
+3.55%
1.120
+5.31%
-13.84%
13,609.9
Construction
SPGI
S&P Global Inc
401
203.8
New Holding
0.000
0%
0.000
+13.50%
+5.68%
160,818.3
Capital Markets
V
Visa Inc
618
216.6
New Holding
0.000
0%
0.000
+6.07%
+10.81%
681,869.3
Credit Services
ICLR
Icon PLC
5,000
875.0
+66.67%
0.020
+0.01%
0.010
+3.03%
-31.55%
11,409.1
Medical Diagnostics & Research
DHI
D.R. Horton Inc
1,174,997
149,377.4
+50.35%
3.420
+1.15%
0.380
+9.05%
-5.16%
40,486.5
Homebuilding & Construction
LEN
Lennar Corp
2,189,608
251,323.2
+23.40%
5.760
+1.09%
0.830
+5.57%
-12.09%
28,229.7
Homebuilding & Construction
GOOGL
Alphabet Inc
21,858
3,380.1
0%
0.080
0%
0.000
+22.57%
-2.01%
2,251,820.4
Interactive Media
CMCSA
Comcast Corp
31,094
1,147.4
0%
0.030
0%
0.000
+2.49%
-5.49%
128,962.1
Telecommunication Services
JPM
JPMorgan Chase & Co
5,643
1,384.2
0%
0.030
0%
0.000
+26.17%
+23.48%
800,897.6
Banks
ALLY
Ally Financial Inc
10,000
364.7
0%
0.010
0%
0.000
+27.25%
+12.62%
12,250.1
Credit Services
GOOG
Alphabet Inc
3,790
592.1
0%
0.010
0%
0.000
+21.39%
-2.13%
2,248,808.6
Interactive Media
AMZN
Amazon.com Inc
1,400
266.4
0%
0.010
0%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
BAC
Bank of America Corp
14,532
606.4
0%
0.010
0%
0.000
+27.24%
+8.99%
351,903.7
Banks
MAR
Marriott International Inc
1,194
284.4
0%
0.010
0%
0.000
+23.99%
-1.81%
74,658.6
Travel & Leisure
MA
Mastercard Inc
422
231.3
0%
0.010
0%
0.000
+6.97%
+5.42%
501,860.7
Credit Services
MSFT
Microsoft Corp
1,275
478.6
0%
0.010
0%
0.000
+38.94%
+21.47%
3,790,969.0
Software
MCO
Moodys Corp
471
219.3
0%
0.010
0%
0.000
+17.89%
+6.01%
89,950.9
Capital Markets
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