GG
Glenn Greenberg
Brave Warrior Advisors
Concentrated long-only value
Co-founder of Chieftain Capital. Runs a very concentrated, low-turnover portfolio of high-quality businesses at reasonable prices.
Portfolio Map
Sized by portfolio weight · colored by quarter-over-quarter change · click ticker to view analysis
New position
Increased
Reduced
Sold / Closed
Unchanged
CALLBullish options bet
PUTBearish options bet
Sector Allocation
% of portfolio value by sector · current filing only
Other / Unclassified
99.97%
Full Portfolio · 2026-06-30
40 positions — click any ticker to open its analysis page
Sort by
| # | Ticker | Company | Type | Value | Price | Since Filed | % Portfolio | Δ % | Shares | Status |
|---|
Conviction Moves
Largest portfolio-weight changes this quarter · bar length = change in % of portfolio
New / Increased
Reduced
Closed
Quarter-over-Quarter Changes
2026-03-31 → 2026-06-30 · 31 positions moved
Sort by
| Action | Ticker | Company | Shares Δ | Value | Wt. Δ | Portfolio % |
|---|