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
+36.91%
+24.88%
141,557.6
Credit Services
SLM
SLM Corp
9,455,374
277,704.3
New Holding
6.360
+6.36%
4.510
+31.64%
+23.60%
7,093.2
Credit Services
MRP
Millrose Properties Inc
7,958,813
210,988.1
New Holding
4.830
+4.83%
4.790
+34.12%
0%
4,948.6
REITs
BLDR
Builders FirstSource Inc
1,241,578
155,122.8
New Holding
3.550
+3.55%
1.120
+13.10%
-5.09%
14,991.3
Construction
SPGI
S&P Global Inc
401
203.8
New Holding
0.000
0%
0.000
+16.40%
+7.18%
163,100.0
Capital Markets
V
Visa Inc
618
216.6
New Holding
0.000
0%
0.000
+10.09%
+13.26%
696,930.8
Credit Services
ICLR
Icon PLC
5,000
875.0
+66.67%
0.020
+0.01%
0.010
+7.80%
-26.68%
12,221.4
Medical Diagnostics & Research
DHI
D.R. Horton Inc
1,174,997
149,377.4
+50.35%
3.420
+1.15%
0.380
+20.47%
+1.86%
43,481.5
Homebuilding & Construction
LEN
Lennar Corp
2,189,608
251,323.2
+23.40%
5.760
+1.09%
0.830
+14.25%
-5.08%
30,485.9
Homebuilding & Construction
GOOGL
Alphabet Inc
21,858
3,380.1
0%
0.080
0%
0.000
+16.31%
-6.00%
2,159,989.0
Interactive Media
CMCSA
Comcast Corp
31,094
1,147.4
0%
0.030
0%
0.000
+6.65%
-2.61%
132,901.2
Telecommunication Services
JPM
JPMorgan Chase & Co
5,643
1,384.2
0%
0.030
0%
0.000
+27.27%
+21.95%
799,406.5
Banks
ALLY
Ally Financial Inc
10,000
364.7
0%
0.010
0%
0.000
+27.84%
+14.43%
12,446.7
Credit Services
GOOG
Alphabet Inc
3,790
592.1
0%
0.010
0%
0.000
+15.15%
-5.95%
2,161,375.7
Interactive Media
AMZN
Amazon.com Inc
1,400
266.4
0%
0.010
0%
0.000
+22.70%
+1.35%
2,360,546.0
Retail - Cyclical
BAC
Bank of America Corp
14,532
606.4
0%
0.010
0%
0.000
+32.14%
+8.47%
354,713.7
Banks
MAR
Marriott International Inc
1,194
284.4
0%
0.010
0%
0.000
+27.00%
+1.72%
77,340.0
Travel & Leisure
MA
Mastercard Inc
422
231.3
0%
0.010
0%
0.000
+13.14%
+7.62%
512,351.5
Credit Services
MSFT
Microsoft Corp
1,275
478.6
0%
0.010
0%
0.000
+31.55%
+19.26%
3,721,846.3
Software
MCO
Moodys Corp
471
219.3
0%
0.010
0%
0.000
+20.17%
+7.60%
91,298.3
Capital Markets
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Total 35

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