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.
Concentration profile
Balanced
OMFTop-5 zoneTop-10Glenn's single largest bet is OMF at 12.2% of tracked positions. Exposure is spread across a broader basket, reducing single-name risk.
Recent moves
Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.
| 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% |
| Ticker | Activity | % portfolio |
|---|---|---|
| COF | Add 42004% | 2.60% |
| SLM | Buy (new) | 6.40% |
| BLDR | Buy (new) | 3.60% |
| V | Buy (new) | 0.00% |
| ICON | Add 67% | 0.00% |
| DHI | Add 50% | 3.40% |
| LEN | Add 23% | 5.80% |
| SCHW | Add 4% Pre-building Schwab. | 16.30% |
| HCA | Reduce 43% | 0.00% |
| FNF | Reduce 41% | 5.30% |
| DFS | Reduce 36% | 6.30% |
| AN | Reduce 23% | 4.20% |
| Ticker | Activity | % portfolio |
|---|---|---|
| MSFT | Add 143% | 0.00% |
| COF | Buy (new) | 0.00% |
| ICON | Buy (new) | 0.00% |
| AN | Add 50% | 6.20% |
| SNX | Add 12% | 12.10% |
| RYAAY | Add 10% | 6.10% |
| APO | Sell (exit) | 0.00% |
| TXN | Sell (exit) | 0.00% |
| PRI | Reduce 42% | 5.80% |
| BAC | Reduce 36% | 0.00% |
| DFS | Reduce 27% | 10.90% |
Glenn's sector breakdown
How the top 10 positions are diversified across 2 sectors. Weighted by stated portfolio percentage.
Top holdings
| Ticker | Company | % Portfolio |
|---|---|---|
| OMF | ONEMAIN HLDGS INC | 12.2% |
 SNX | TD SYNNEX CORPORATION | 11.1% |
 ELV | ELEVANCE HEALTH INC FORMERLY | 10.3% |
 SLM | SLM CORP | 8.1% |
 AN | AUTONATION INC | 7.5% |
 LEN | LENNAR CORP | 5.8% |
 BLDR | BUILDERS FIRSTSOURCE INC | 5.7% |
 COF | CAPITAL ONE FINL CORP | 5.7% |
 MPLX | MPLX LP | 5.6% |
 RYAAY | RYANAIR HOLDINGS PLC | 5.2% |
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.
Want Glenn move-alerts?
One email per 13F filing. Summarizes every new position, exit, and trim.
Similar investors
Tracked managers whose top positions overlap with Glenn's portfolio.
What Glenn Greenberg did, quarter by quarter
Full move-by-move breakdown for each of the last 8 filed quarters.
Data sourced from Brave Warrior Advisors 13F filings with the SEC. Approximate snapshot. Not investment advice.